I am trying to create a form using Salesforce Community Template. I know there is an option of creating web-to-lead form but unfortunately I have been asked to create form using community.

I have selected customer service template(suggest me if I should use some other template to just create a form). Out of that form, a case needs to be created in Salesforce. In order to achieve that, I thought of creating a Case form in the template and add extra fields that I wanted for the form but I don't know to add custom fields to it? Right now it just shows standard case form fields as shown in the attached pic.cu


By default the community component is tied to the default NewCase global action and its associated layout .

If you navigate to set up >Global actions > NewCase > Edit layout ,you will notice only the fields shown in screen shot are available

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You can drag more fields to the global action to fix this .

Alternatively if you edit the component in community builder you can associate the component to another custom action that you might have created for New Case .

  • Ok I added some fields to new case global action and the fields started appearing. Thanks for the help. Do you know how can I make the case form appear on the front page of community template? Right now it seems to be on an entirely different page. – Student Nov 17 '18 at 1:14
  • Yes edit the page via community builder and drag the component – Mohith Shrivastava Nov 17 '18 at 1:15
  • Not sure if I understood. But I tried dragging the create case form from the components list to the front page and it gives this error "To create cases, an action must be specified by the administrator" – Student Nov 17 '18 at 1:48

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