✴️ This week’s #TuesdayTips to help you with your #Email Integration is #Email To Case ✴️
Start by watching the Email Integration Circle of Success on demand: https://salesforce.vidyard.com/watch/uCvEENX2494MLkPXSQrJFS
Efficiently manage incoming and outgoing emails with customers who need support. Automatically convert email to cases, and when logged as a case, view, track, and report on inbound and outbound emails by case.
Email and Calendar Integration in the Salesforce Sales Cloud doesn’t automatically include Email-to-Case. Email-to-Case requires Salesforce Service Cloud downloading the Email-to-Case Agent.
Review this article for details about how to set up Email-to-Case with step-by-step instructions, and learn about all the related options: https://help.salesforce.com/articleView?id=customizesupport_email.htm&type=0
This video walks you through the steps to set up Email-to-Case in Sales Cloud: https://salesforce.vidyard.com/watch/J1oUeE1ivnnXt9oqDmd5bZ
This video walks you through the steps to set up Email-to-Case in Service Cloud: https://salesforce.vidyard.com/watch/oPpRE6AZhdx8vgFPm7J7Ur
Go further!
When you’re ready to extend your email integration story to include advanced features, check out the resources here.
And remember to bookmark the #Email Integration best practices one-pager for easy access! https://help.salesforce.com/articleView?id=000354844&type=1&mode=1
Questions? We want to hear from you! Post your questions here, or join one of our Sales or Service office hours: https://sfdc.co/AskSalesService
In October, watch for our next series on Custom Objects, Tabs, and Fields.
Thank you for putting this info together. The video is great, I will read through the rest of the resources
