Never used cases and i need to do somethin like this:
I have set email to case. The emails sent will include in the subject and ID, I have to find that ID in a contact and link that contact to the case.
Question: Is the email subject going to be the case subject automatically?
is the case origin going to be set to email automatically?
I need to use only process builder and flows. How would you go on about it? Many thanks!!
Belen
2 answers
Hi Mark,
1) In case of subject, you can create a process which will call an automated flow in turn on case creation.
Then the flow will store the subject in a variable, you can use this variable to put subject in any field you want and change the existing subject.
2) The case origin can be changed while creating email to case. Again you can change it dynamically based on criteria using process builder.
Regards,
Shekhar
