How do I create a new case in the Service Cloud Admin Console?

Document created by Canvas Doc Team Employee on Oct 7, 2017
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You can create new cases in the Service Cloud Admin Console from the home page.

Create New Case

  Create New Case 

From the Service Cloud home page, click the Create New Case button.

Create Case Details

Create Case Details

In the Subject field [1], create a subject for your case.

In the Describe the issue field [2], describe the problem your are experiencing in Canvas. Please be as detailed as possible to help troubleshoot the problem.

In the How is this affecting you? drop-down menu [3], select the statement that best describes how the problem is affecting you:

  • Just a casual question, comment, idea, suggestion...
  • I need some help but it's not urgent.
  • Something's broken but I can work around it to get what I need done.
  • I can't get things done until I hear back from you.
  • EXTREMELY CRITICAL EMERGENCY!!

To escalate the case directly to Canvas Support, click the Escalate directly to Canvas Support upon creation checkbox [4].

Create Case

Create Case

Click the Create Case button.

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