Author: Sean Fielding

I’m often asked what a typical Email Scrubber implementation entails. Let’s use a recent implementation as an example. Phase 1 – Discuss The first phase is a quick introductory and assessment call. These calls typically last 30-60 minutes. It’s a chance to review your

This post will walk you through the steps required to create an Email to Opportunity process. If you are unfamiliar with Email-to-Flow, take a minute to review Introducing Email-To-Flow, a low-code Email Service. How do I get started? The good news? We pre-built an Email-to-Opportunity

Email Scrubber for the win!

The Frantic Call After quickly naming the project “The Big Bloat”. we got down to business with an initial audit. The Instance’s data storage was at 18.5 BG. A whopping 146%. The majority of the data storage (89%) was consumed by Email Messages. And

Before we jump into Email Scrubber 3.0, let’s take a quick look at what is not changing with the new release. What is NOT Changing? Salesforce Email Scrubber What IS Changing? In prior versions of Email Scrubber, we provided the option to archive email

I know… I know. I started asking that same question back in 2022. At the time, the new threading behavior was a promising improvement over Ref Ids, but there were still too many unresolved edge cases. As a result of these concerns, Salesforce pushed

If you are leveraging Email-to-Case, chances are you are dealing with social media logos associated with email signatures. Why worry about a few nuisance files? Good Question. – Unnecessary Clutter Each social media logo is saved as file (typically named something like image0001, image0002,

What is a Connected App? A connected app is a framework that enables external applications to integration with your Salesforce instance. A typical connected app implementation will allow integrate between external applications and the Salesforce APIs. In our use case, we are going to

Case Deflection We all know about Case Deflection. As a refresher, Case Deflection is a set tools and processes that are put in place to enable clients to resolve their own issues. This self-service approach can include assisted support (even AI assisted support more

What’s in the latest version of Email Scrubber? Let’s take a look. Now with more Bit Bloat Blocking We are constantly tweaking the Bit Bloat Blocking algorithms to identify redundant email messages in your instance. With 2.0, we are releasing our most powerful version