Salesforce | Administration | Email-to-Case | Create Cases using Email-to-Case

Email to Case

Setup

·       Click on Email-to-Case

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·       Enable the following flags,

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·       Provide the Routing Address

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·       Add details of Email-to-case Routing addresses

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·       You can assign Owner of the case to an User or a Queue. Once case is created that case will go the pointed user or queue.

·       Now, you need to verify the email address + while sending the email, you need to send it to Email Service Address

Verification

·       After the setup, you will receive the following kind of email to the registered email. Verify the email address by clicking the following link,

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Validation

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·        In Salesforce, if you open the Case object, you can notice a new case has been created,

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·       Agent can open the case and respond to the email,

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·       Customer can notice the email in their mail box from the Agent and respond back as well,

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·       Customer can respond the email and Agent will receive the same,

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Salesforce | Administration | Email-to-Case | Create Cases using Email-to-Case

Email to Case Setup ·        Click on Email-to-Case ·         Enable the following flags, ·        Provide the Routing Addres...