---
schema_version: "1"
id: f6e31c8fd550ee0708c10cf6960391300fe1c90552cb1a3bc1292909cc285d77
title: Prepare for Web-to-Case
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/setting_up_web-to-case_prereqs.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.setting_up_web-to-case_prereqs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 25a907f1a60dcb345e5d7d4939967b0d951527e2e8af974c7310c247450efa38
description: Before setting up your web form with Web-to-Case, complete these steps.
products:
  - Service Cloud
  - Digital Engagement
release: "264"
---
# Prepare for Web-to-Case

Before setting up your web form with Web-to-Case, complete these steps.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=service.web_to_case_editions.htm&amp;release=264.0.0&amp;type=5" title="Learn about the Salesforce editions and user interfaces that support Web-to-Case.">View supported editions</a>.</td></tr></tbody></table>

1. Choose the case fields to include in your web form. For help, see [Web-to-Case Guidelines and Limits](https://help.salesforce.com/s/articleView?id=service.customizesupport_web_to_case_notes.htm&release=264.0.0&type=5 "Review guidelines and limits for Web-to-Case, which lets you add a form to your website that customers can use to report issues.").
2. Create an email template for the automated notification that’s sent to customers when they submit the web form.
3. To assign incoming cases to queues as well as to individual users, create one or more case queues on the Queues page in Setup.
4. Decide who will own cases created using the web form.
    1. On the Case Assignment Rules page in Setup, create and activate an assignment rule to determine how web-generated cases are assigned to users or added to queues.
    2. On the Support Settings page in Setup, select a user or queue as the Default Case Owner for cases that don’t meet your assignment rule criteria. If there’s no active assignment rule, all web-generated cases are assigned to the default case owner.

#### See Also

- [Customize Support Settings](https://help.salesforce.com/s/articleView?id=service.customize_supportrules.htm&type=5&language=en_US)
- [Create Custom Fields](https://help.salesforce.com/s/articleView?id=platform.adding_fields.htm&type=5&language=en_US)
- [Create Queues](https://help.salesforce.com/s/articleView?id=service.setting_up_queues.htm&type=5&language=en_US)
- [Set Up Assignment Rules](https://help.salesforce.com/s/articleView?id=service.creating_assignment_rules.htm&type=5&language=en_US)