Email to Case in Salesforce | Service Cloud | SFDCPanther | AMIT SINGH
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- Опубліковано 26 лип 2024
- Want to learn more about salesforce join me at sfdcpanther.com Hello Everyone,
In this video, we are going to talk about what is email to case and how to implement for our Salesforce ORG.
----------------- Email to Case in Salesforce -----------------------
00:00 Introduction
01:19 On Demand Email to Case in Salesforce
04:15 Enable Email To Case in Salesforce
06:43 Create Email To Case
09:11 Test Email to Case
10:47 Add forwarding email address to email
12:53 Test forwarding email address email to cases
14:56 Edit Case Page layout
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Thanks Amit for the detailed tutorial
Love u bro .. Thank u
Very Nice video!
Very useful 👌
While replying, is there a way we can filter the from email address based on case record type or user profile? Becuase while replying to the email from salesforce, user can see multiple from addresses in the drop-down.
For that you can control while creating the ORG Wide Email Address there is an option to control the emails ny profiles!
i have written a trigger on insertion of case that whenever new case is genrated send an email. Yes,this is working fine when i am manually inserting the case record but in case of insertion from email to case it is not triggering the record and giving me an email.
Have you tried to debug it using the debug log and see if the trigger is executing or not.
If there is any acknowledgment mail sent to the customer after email to Case creation, can we show that in Email related list on Case pagelayout?
Yes there is a way and for those keep following the series.
Bro verification mail is not send to the mail id which we have registered
Bro, can you post the video of new thread id concept?
How to insert thread id in subject or body?
The New Concept does not need any thread Id as it take case of this automatically
@@sfdcpanther In new concept we need to add the routing address in cc or bcc to get updated in SF. Am I correct bro?
is there any way that the contact details are automatically taken once after the case is created from email to case.
What details are you looking for? It already giving you name and email.
Hi Amit, can you please tell me do we have a way to create email to case in a situation where emails are already present in my gmail and I need them to become cases in salesforce, do we have any third party app for the same?