您所在的位置:网站首页 › What is email id › Email |
In this post, we will learn about what is Email-To-Case, how to configure an email to the case in Salesforce, and the limitations of email to case. Table of Contents What is Email-to-Case? Key features and benefits for Email-To-Case Salesforce Email to Case Setup 1. Enable on Email-to-Case 2. Routing Addresses for Email-to-Case 3. Setting Up Routing/Forwarding Rules 4. Test Email-To-Case Some important Functionality Email-to-Case Limitation and Considerations Email to case Video Summary What is Email-to-Case?Email-to-Case enables us to automatically creates cases and auto-populates case fields when customers send messages to the email addresses you specify. Email-to-Case on-demand service keeps email traffic outside your network鈥檚 firewall and refuses emails larger than 25 MB. Key features and benefits for Email-To-Case Customer responses regarding a case are automatically associated with the original case, including any attachments the customer sends.Case reporting measures both inbound and outbound emails by case so that you can see how many emails are exchanged before an issue is resolved.Routing addresses allow you to create multiple email addresses from which the contents of customer emails can be converted to case fields.Assignment Rules, Escalation Rules, Workflow Rules and Auto-Response Rules all work seamlessly with Email-to-Case. Salesforce Email to Case SetupLet’s see a Step by Step process to setting up Email-To-Case in Salesforce. 1. Enable on Email-to-CaseThe first step to configuring email-to-case we need to enable it. Follow the below step to enable the email-to-case in salesforce. Click on Setup and then enter Email-To-Case in Quick find.Then Select Email-to-Case and click on the edit button.![]() ![]() ![]() ![]() ![]() ![]() Now it is time to configure our email forwarding setting at our outlook, Gmail, or email provider. Configure your email system to forward messages received at [email protected] to auto-generated service addresses. As we are using Gmail for the demo. User Gmail Article for Automatically forward Gmail messages to another account. Login to your Gmail id and then click on the setting icon.Then Click on Forwarding and POP/IMAP tab.Then click on the “Add a forwarding address” button.![]() ![]() ![]() ![]() ![]() ![]() Congratulation this time we are all good to test our hard work. 4. Test Email-To-Case Now it is time to test our email-to-case flow. Send an email to your support email “[email protected]“.![]() ![]() How Email-to-Case Treats Long Emails: Email-to-Case automatically shortens email headers and email body text to 32,000 characters each. Contact Salesforce if you鈥檇 like your organization鈥檚 email body text limit raised to 131,000 characters. How Email-to-Case Treats Inbound Auto-Response Emails: Inbound auto-response emails from Salesforce aren鈥檛 attached to cases. Tips for Sending Emails: When sending an outgoing email, the subject line and body should be different. If the Email Subject and Email Body Text are identical, Email-to-Case creates an infinite loop of emails related to each case. ![]() ![]() Set up Email-to-Case to efficiently resolve customer email inquiries. When customers send messages to your support email addresses, Salesforce automatically creates cases and auto-populates case fields. You can also perform these steps by completing the Connect Your Support Email guided flow. Share this:TwitterFacebook Related |
CopyRight 2018-2019 实验室设备网 版权所有 |