Good afternoon,
Currently, when a new case is created via Email-to-Case, the Account will populate if that contact's email is associated with an account. If that contact's email is not associated with an account (or a dupe exists), Account on that case will not populate. I'd like to be notified of when this happens so I can create a new contact in salesforce.
Currently, I built a process builder scheme to do the following:
Case is created
Criteria - Conditions Are Met - [Case].AccountId is null boolean false
Action - Send Email Alert (email alert and template built)
At this point an email alert is not firing and I am not sure why not. Does anyone have any insight? Thanks in advance.
Aaron
3 answers
Criteria - Conditions Are Met - [Case].AccountId is null boolean false
Flip that False to True and you are in business.
