Step 2: How to show Cases within your Salesforce Org

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How to show Cases within your Salesforce Org

These instructions will show you how to show your cases within the related list within your Salesforce org.

Here is a short video showing you the procedure:

Or you can follow these screenshot by screenshot instructions:
  1. Go to the Admin Panel → Cases → Rules → Inbound Interaction

  2. Scroll down to the bottom of the list until you see "Create Case in Salesforce"

    Turn this on and change it's position to "1" and click on "save"

  3. Now go to the "Case Updated" rule bucket:

  4. And turn these two rules on and adjust their placement. If you are not using Chatter you can leave this rule off.

    Ok you are done in now you need to log into Salesforce as the Admin.
  5. Ok once logged into Salesforce navigate to an Account, or a Contact or Lead
  6. Now in the upper right corner click on "Edit Layout"

  7. No click on "Related List" in the control panel and drag it into the related list section of the layout.

  8. To finish click on "Save" in the Control Panel.

    If you are using Enterprise or Group edition, you will likely be prompted asking if you would like your changes to overwrite users' personal related list customizations.

    This is optional, but we recommend it.

    The procedure is the exactly same for any other layout you'd like to add the Related List to.

You have now enabled your Salesforce Org to view cases and case activity.

The following articles will guide you in a step-by-step process for the Salesforce to integration:

Step 1: Setting up the Salesforce to Desk Integration

Step 2: How to show Cases within your Salesforce Org

Step 3: Publishing Activity to Salesforce Chatter

Step 4: How to import old cases into your Salesforce integration

Step 5: How to enable a rule using a field from Salesforce

Step 6: Reporting in Salesforce for Cases

Step 7: Displaying Salesforce Fields in Desk through the Salesforce Widget
Upgrading your App in Salesforce

Removing your Salesforce Integration