Monday, January 30, 2017

Email-to-Case Setup in Salesforce

Salesforce can automatically create a case when an email is sent to one of your company's email addresses, such as support@company.com. This Email-to-Case functionality auto-populates case fields from the content of each email. For example, an email subject heading becomes a case subject. Your organization can set up Email-to-Case or On-Demand Email-to-Case to efficiently resolve and correspond with customer inquiries via email. Salesforce allows you to choose one of two Email-to-Case options:

Email-to-Case
Email-to-Case requires downloading the Email-to-Case agent from wiki.developerforce.com/index.php/Email_To_Case and installing the agent behind your network's firewall.
Use Email-to-Case if you have a requirement to keep all email traffic within your firewall, and you want to accept email attachments larger than 25 MB from customers.

On-Demand Email-to-Case
On-Demand Email-to-Case uses Apex email services to convert email to cases, without you having to download and install an agent behind your network's firewall.
Use On-Demand Email-to-Case if you are not concerned about keeping email traffic within your firewall and you do not need to accept attachments larger than 25 MB from customers.


Setting Up On-Demand Email-to-Case
1. Click Setup ➤ Customize ➤ Cases ➤Email-to-Case ➤ Edit ➤ Check Enable Email-to-Case ➤ Check Enable On-Demand Service ➤ Click Save.


2. From the Routing Addresses related list, click the ‘New’ button to create a new Routing Address. 

Enter Routing Name (some name),Email Address (Customer complaints email address),If you want to create a Task When case comes then Select Create Task from Email,Task Status.Select Case Priority and Case Origin,Click  Save.

   

 3. Open Your Email Inbox in my case it is (Support@company.com) and Click on verification link to verify the email.

4. After Verification it will take you to salesforce Home page,Open Email-to-Case from Setup,You will see Some Information in Routing Addresses related list. 

5. Open Your Email ( In my Case it is GMAIL),Click on Settings,Click on Forwarding and POP/IMAP Tab.


6.Click on Add a forwarding address Copy and paste the Email Service Address from Routing Addresses related list.

Thats all.

Now send an email to Email Address ( In my case it is Support@company.com ).

See that ,The case is automatically created in salesforce.





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