6 Kommentare
@Tim Nicholls can you leverage Case Comment for email communication regarding a Case? We have a free app that allows for PB to manage custom criteria like this. https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EJedlUAD What I've done is just have the Partner Contact either associated to the Case on a custom field somewhere, or the Partner Account linked to the Case and query a Partner DL email from the Account. You can have this PB run anytime there is a Case comment to alert the Partner, and the standard config can handle messaging used for Case Owner and Case Contact.
FYI - - This PB plugin replaces yucky VisualFlows that are more tedious to build/manage. Read the User guide on the formatting for the message if you choose to explore this plugin. Can be used for a ton of tricky email use cases.