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Salesforce Basics: Email-to-Case 

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

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14 окт 2024

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Комментарии : 5   
@Pedro-mb7xc
@Pedro-mb7xc Год назад
Really good content and well explained.
@MrFokoff
@MrFokoff Год назад
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 Год назад
Thanks for the tip! Would you happen to have an example validation rule?
@MrFokoff
@MrFokoff Год назад
@@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.
@BenTampa
@BenTampa Год назад
Great job! Thank You!
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