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Creating Cases From Your Note
Creating Cases From Your Note

Quickly capture feedback or occurrences as Salesforce Cases

Daga Gavin avatar
Written by Daga Gavin
Updated over a week ago

Create Salesforce cases from Dooly with a few clicks. 

  1. Type "/" on a new line and select "Case"

  2. Fill in the required fields

  3. Click "Create & Add" to add your case

Pro tip: Dooly will surface the most important (required) fields from your Salesforce instance in order to validate creation in this step. 

To add more color to your notes, create a pipeline view for your Cases to edit all other fields!

Explore more tips for boosting your sales productivity with Dooly.

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