Most CaseCloud customers do not have an existing Salesforce instance and will use the CaseCloud signup process described here. This will be completed by an implementation partner.
If your firm has a Salesforce instance and would like to implement CaseCloud, you will need to follow the instructions in the Existing Organization Setup chapter.
Directions for Creating a New Organization
An email with instructions for completing the org creation process will be sent to the implementation partner. This email is to set their expectations and take the guesswork out of the process. Next, a second email will be sent with the subject 'Initial Your New CaseCloud Matter Management Org for (customer name)'. The email will look similar to the image below. To begin the org creation process, select the 'the signup form' link.
Complete the Signup Application
A. This will be the partner's username for this org.
B. This will be the customer's My Domain name. I would suggest asking the customer to provide three possible domain names in case the first two are not available.
C. Once you select Submit, the partner will receive an email from Salesforce to sign in with the new username and create their password.
🛑 STOP ✋🏻 Do not start clicking away just yet. Right-click on the link in the email and select "Open Link in Incognito Window". Follow the instructions on the screen from there.
If you are unable to create your password, do NOT try to reset it. Please reply to this email for assistance from CaseCloud Support.