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To open a new case, click on New Case in the top left corner of the menu.
Enter your name for Contact Name, leave Status as new, and for Subject enter a few words describing the issue.
Next, match the Priority level of the issue you are experiencing using our issue escalation guidelines. Note that you can access these by hovering over the question mark to the right of the Priority field title.
Finally, give a detailed description of the issue you are experiencing in the Description field. Be sure to include all relevant information:
Provide login access to your org/ confirm org ID if an error has been found. If you need help, please follow this link.
Provide steps to reproduce
Provide any relevant screenshots/ recording
Provide links to examples in your org
If the issue is in production, can this be reproduced in your sandbox?
If Yes, can login access be provided to sandbox along with the org ID and link to examples?
If an issue could be related to any custom process/ flow/ script can a link to this be provided?
If an issue could be related to anything custom, can this be deactivated for testing to see if the issue is in fact related to this?
Once you are finished, click the Confirm button at the bottom of the page.
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