I'm currently using a workflow rule to send out emails from an email alert to customers based on certain criteria on a Case. What I want to know is how I can record those sent emails in the case itself.
From what i've seen it looks like this isn't possible using workflow rules. What i was looking to know is there another method I could use to auto send out these emails and record them in the case activity? Ideally i would also like the customer repsonses from those emails to go directly into the case too. Can some one point me in the direction of how I could achieve this?
1 respuesta
You can create a task workflow action in addition to the email action. Populate the task details with the content of the email. This way, when the workflow fires, it will fire the email, and it will fire the task which will be captured in Salesforce with the email's (static) content.
