Hi All,
I am trying to put in place the best solution for this scenario, any suggestions?
The scenario I am trying to accommodate is:
- We have 4 groups of people (Queues) with 6-8 members in each group
- Each group is designated to serve customers from a specific industry or territory (there are MANY exceptions)
- 1 Common email for customers to write into
- Would like to enable email to case and auto-assign the case to the correct queue
Any ideas on how best to accomplish this with as little maintenance or easy maintenance when there are changes - we have +2K Accounts and each time there is a change I want to make sure we can updated quickly and easily.
Some options we are considering:
- having 1 email per group which would simplify matters for me but may be more of a learning curve for the users. This idea is doable in my opinion but making sure that there isn’t a better way to do this.
- adding a field to store the queue on the account object and then using process builder to update the Case Owner based on the field in the account
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