Author: Sean Fielding

by Sean Fielding / on 24 June, 2022

Dealing with Files – Orphaned Files

In this post, we will discuss the concept of orphaned files. Before we get started, however, let’s touch on the difference between Attachments and Files. (Note: A discussion on the differences between Attachment and Files could fill pages. This is a quick review to
by Sean Fielding / on 2 June, 2022

Let’s Build an Email-to-Lead from Scratch (Part 4)

This series of posts will walk you through the steps of building an Email-to-Lead process from scratch leveraging Email-to-Flow. If you are unfamiliar with Email-to-Flow, take a minute to review Introducing Email-To-Flow, a low-code Email Service. This series of posts are iterative, layering in
by Sean Fielding / on 2 June, 2022

Let’s Build an Email-to-Lead from Scratch (Part 3)

This series of posts will walk you through the steps of building an Email-to-Lead process from scratch leveraging Email-to-Flow. If you are unfamiliar with Email-to-Flow, take a minute to review Introducing Email-To-Flow, a low-code Email Service. This series of posts are iterative, layering in
by Sean Fielding / on 2 June, 2022

Let’s build an Email-to-Lead from Scratch (Part 1)

This series of posts will walk you through the steps of building an Email-to-Lead process from scratch leveraging Email-to-Flow. If you are unfamiliar with Email-to-Flow, take a minute to review Introducing Email-To-Flow, a low-code Email Service. This series of posts are iterative, layering in
by Sean Fielding / on 2 June, 2022

Let’s Build an Email-to-Lead from Scratch (Part 2)

This series of posts will walk you through the steps of building an Email-to-Lead process from scratch leveraging Email-to-Flow. If you are unfamiliar with Email-to-Flow, take a minute to review Introducing Email-To-Flow, a low-code Email Service. This series of posts are iterative, layering in
by Sean Fielding / on 29 May, 2022

Retrieve the Case Thread Id

Do a quick Google search and you will quickly discover a number of formulas claiming to accurately generate a valid Salesforce Email-to-Case Thread Id. Unfortunately, the majority of these formulas are wrong (or at least make some incorrect assumption). The reality is that the
by Sean Fielding / on 29 May, 2022

New Threading Behavior; Why Plan? (Part 2)

In you want a quick summary of the new threading behavior, that a look at our Thread Id versus Email Header post. In this post, we strongly suggest planning for the new threading behavior, especially if your instance includes custom functionality related to Email-to-Case. In this Why
by Sean Fielding / on 29 May, 2022

New Threading Behavior; Why Plan? (Part 1)

In you want a quick summary of the new threading behavior, that a look at our Thread Id versus Email Header post. In this post, we strongly suggest planning for the new threading behavior, especially if your instance includes custom functionality related to Email-to-Case.
by Sean Fielding / on 25 May, 2022

Thread Id versus Email Header

As you are aware, Salesforce is introducing a new threading behavior with the Winter ’21 release. As of today, the feature will be enforced in the Summer ’23 release. Please check the official Salesforce web site (Opt in or opt out on the New
by Sean Fielding / on 24 May, 2022

Exception Emails (Part 2) – That’s It?

In the first step of Exception Handling, we identified the appropriate Exception Email recipients. In the second step, we configured the Apex Exception Email and Process Automation Exception Email (Exceptions – When Things Go Bump in the Middle of the Night). Then we sat