Our customers submit web cases to our Salesforce org and then our office workers respond to these submitted cases by using the Email object which is also shown as a related list on the Case.
When an office worker submits the email response, the outbound email first goes to an office Manager who must review and approve the email. This sets the Case Status to the status of Manager Review and also makes the Manager as the Case Owner. The Manager approves and then sends the email which finally goes to the customer.
I would like to add a field to the Email object which shows the name of the Manager who reveiwed the Email which has been sent out to the customer. What would be the best way to do this?
1 answer
You can definitely add a custom User Lookup field in the Email Object.
Setup --> Customize --> Email --> Email Message ---> Fields
And then you can use this field to populate the manager to the Email Message.
Hope this helps,
Anto Nirmal
