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!

Did this answer your question?