I’m currently setting up Email-to-Case, but I’ve hit a hard roadblock with our institutional IT policies. Our IT department enforces a strict, global block on auto-forwarding emails to external addresses for security reasons.
Since the standard out-of-the-box Email-to-Case fundamentally relies on that forwarding rule, I need an alternative way to get our support inbox flowing into Salesforce.
For those of you in higher ed who have faced similar strict policies:
- What alternative architecture did you use? Did you leverage Power Automate/middleware, an AppExchange tool, or something else to "pull" the emails via API?
- If you did successfully get an exception from IT, how did you frame the request to get them comfortable with the setup?
Any insights or specific tool recommendations would be hugely appreciated!
@* Sales Cloud - Best Practices * @* Service Cloud * @* Sales Cloud - Getting Started *
4 answers
That would be super helpful if you wouldn't mind--thank you SO much!!
Makes sense. I hope it works!
