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Topics#Data ManagementRobin Gray's Question
Robin Gray (FMI) asked in #Data Management
Jan 5, 2017, 1:38 PM

I have a question about whether I can set up two case page layouts

I have set up  two email to case email addresses, called Salesforce Problem and one called Salesforce Request.  My question is whether I need to have two case page layouts, one for each email address?

 

I notice I can only assign one page layout to each profile not two.  Is there a better way to do this?

 

 
8 answers
  1. Erik Eitel (Verizon)
    Jan 5, 2017, 1:57 PM
    Robin - You can only have one page layout per record type per profile. So you'd have to create another record type to have another page layout for a profile. I'd recommend creating a record type for Salesforce Problem and Salesforce Request. It doesn't look like you can set record type directly from email to case, so use either the process builder or a workflow rule to do that for you. So when a new case is created, with origin of XYZ, then set that record type to either Salesforce Problem or Salesforce Request. Then repeat for the other record type. Make sense? That way you can have a different page layout depending on the email-2-case instance.
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