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Can a case be created automatically (as you can with a task) without resorting to custom code?

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closed as too broad by ca_peterson, highfive, crmprogdev, AtulRajguru9, Boris Bachovski Jun 1 at 5:23

There are either too many possible answers, or good answers would be too long for this format. Please add details to narrow the answer set or to isolate an issue that can be answered in a few paragraphs.If this question can be reworded to fit the rules in the help center, please edit the question.

Could you please explain your requirement in details? You can use Web-to-Case and Email-to-Case/On-Demand Email-to-Case to create cases from website's and customer emails. –  sfenthusiast Apr 14 '14 at 8:28
Can an activity, such as setting an opportunity to 'Won', trigger the creation of a case as part of standard functionality or does it require a custom trigger to be written? –  George Piumatti Apr 14 '14 at 9:01

3 Answers 3

up vote 2 down vote accepted

You can now use the Process Builder to do this as of Spring 2015!

Setup > Create > Workflow & Approvals > Process Builder

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You will need custom code to do what you are looking for. As of now, there is no way to create another record (with the exception of tasks) from a workflow rule.

You can also vote for the idea.

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No longer true, Process Builder can do it as @RyanP suggests. –  Adrian Larson May 27 at 22:42

In the current spring 14 release there is workflow to visual workflow functionality in a pilot mode. This means only a select group of customers and salesforce partners are trying this out at this time.

If that functionality is eventually released to production (#safeharbor) I believe it would enable you to also create cases (an other new records) without custom code.

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