Once you create a Path on the Case object, it is not automatically added to the page layout in Lightning Experience. You need to edit the Lightning Page using the Lightning App Builder and add a Path component to your Lightning page. Once you have added the Path you will want to activate it and assign it. In this lesson, I demonstrate the steps needed in order to add a Path to your Case records.
In this lesson I walk you through how to customize the Service Console in Lightning.
Use Email-to-Case to automatically turn customer emails into cases, so your agents can quickly track and resolve their issues.
There are two versions of Email-to-Case:
On-Demand Email-to-Case, which uses Salesforce Apex email services
Email-to-Case, which uses an agent on your machine
Each vers...
You can create Web-to-Case forms in Salesforce that can be embedded into a website. Whenever a website visitor fills in a web-to-case form on your website, what they enter and submit flows into Salesforce as a new case record. In this lesson I demonstrate how to create a web-to-case form, and gen...
