Create Salesforce cases from Dooly for the accounts you're working on with a few clicks. 

  1. Navigate to the toolbar (+) by hovering your cursor on the left margin of your note
  2. Choose the "Create a Case" icon 
  3. Fill in the required fields 
  4. Click "Create & Add" to add your case to the Account for 

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 colour to your notes, create a Cases Boards view to edit all other fields!

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