Salesforce Basics: Email-to-Case

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  • Опубліковано 16 жов 2024
  • In this video, I give an overview on Email-to-Case functionality in Salesforce.
    Follow me on LinkedIn: / frankrgillen

КОМЕНТАРІ • 5

  • @Pedro-mb7xc
    @Pedro-mb7xc Рік тому +1

    Really good content and well explained.

  • @BenTampa
    @BenTampa Рік тому +1

    Great job! Thank You!

  • @MrFokoff
    @MrFokoff Рік тому +2

    Something, that you should also be aware of with the email to case functionality, is creating validation rules to prohibit the creation of cases when meet certain criteria that would be considered spam.
    as it can become out of hand very quickly with auto-reply loops amongst other things.

    • @BenTampa
      @BenTampa Рік тому

      Thanks for the tip! Would you happen to have an example validation rule?

    • @MrFokoff
      @MrFokoff Рік тому +1

      @@BenTampa
      AND(
      ISNEW(),
      OR(
      CONTAINS(LOWER(Subject),"WhoisProtection - Your email has been received"),
      CONTAINS(LOWER(Subject),"your message has been received"),
      CONTAINS(LOWER(Subject),"Your request has been logged"),
      CONTAINS(LOWER(Subject),"Your Ticket has been logged")
      )
      )
      as an example formula that can be used to validate a case prior to creation and block spam cases.
      this can be expanded to include supplied email, or parts of supplied email.