Salesforce - Create a Case
- George Apostolov
Salesforce - Create a Case: step-by-step guide
Navigate to the app drawer on the top right and search for Cases.
In the Cases page, click on New.
Provide Contact name and the Account name in the new case window.
Select the Type of case from the dropdown.
And make sure to provide an appropriate reason for the case.
Provide the origin of the case and set a priority based on the urgency.
Provide a subject and describe the case you are recording in the description field.
And finally, Save your case.
You will get a success prompt saying your case was created.
Quick answer: To create a case in Salesforce, navigate to Cases from the app drawer, click New, and enter the contact and account names. Select the case type, reason, origin, and priority, then add a subject and description. Finally, save the case to receive a success prompt.
About this Salesforce tutorial
Record support tickets quickly by creating a new case in Salesforce with contact details, case type, priority, and description. This guide covers salesforce - Create a Case in 9 steps, starting with "Navigate to the app drawer on the top right and search for Cases" and finishing with "You will get a success prompt saying your case was created". The interactive demo above is a click-through copy of the real Salesforce interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does salesforce - Create a Case take?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Salesforce data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Salesforce. Related guides: Salesforce Custom Report, Salesforce - How to Create a Dashboard in Salesforce and Salesforce - Create a List View. Last reviewed 05 Oct 2026.
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