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Topics#Other Salesforce ApplicationsAruna Sahoo's Question
Aruna Sahoo (Tom Tom) asked in #Other Salesforce Applications
Oct 10, 2021, 5:41 PM

Add "Related to Salesforce" flag/Category while creating a new case and logging an email.

Currently, the Outlook add-in for Salesforce automatically adds a Category flag of “Related to Salesforce” to a ticket if you Log Email to an existing case. But it doesn’t do anything if you Create > New Case to first create the case from an email. And it doesn’t do anything if you are writing an email and click the “Log Email on Send” button.

There is already idea posted . https://trailblazer.salesforce.com/ideaView?id=0874V000000cfjVQAQ

But can we do any customization to create this?
2 answers
  1. Developer Forums User (Inactive) (Salesforce Developer Forums)
    Jul 3, 2023, 9:26 AM

    If you Log Email to an existing case, the Outlook add-in for Salesforce currently adds a Category flag of "Related to Salesforce" to a ticket. However, if you choose Create New Case to start the case from an email, nothing happens. Additionally, nothing happens if you send an email while using the "Log Email on Send" button. Website

     
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