Author: Sean Fielding

by Sean Fielding / on 14 March, 2022

Email-to-Flow, Link Files to Cases

Email-to-Flow is available on the Salesforce Appexchange. If you haven’t gotten a chance to review Introducing Email-To-Flow, a low-code Email Service – Sproket Logic, please do. This will give you a general overview of Email-to-Flow. If you have reviewed the article, let’s waste no time
by Sean Fielding / on 11 March, 2022

Email-to-Flow, Assignment Rules Please

Email-to-Flow is available on the Salesforce Appexchange. If you want to create a Case (or a lead for that matter) in Flow AND run assignment rules, you are out of luck. It’s a gap in Flow. Sure, there are workarounds. For example, you could
by Sean Fielding / on 11 March, 2022

Email-to-Flow, Let’s Dive In

Email-to-Flow is available on the Salesforce Appexchange. If you haven’t gotten a chance to review Introducing Email-To-Flow, a low-code Email Service, please do. This will give you a general overview of Email-to-Flow. If you have reviewed the article, let’s waste no time and dive
by Sean Fielding / on 9 March, 2022

Introducing Email-To-Flow, a low-code Email Service

Email-to-Flow is available on the Salesforce Appexchange. Before we dive into Email-To-Flow, let’s review Email Services. What are Email Services? Most simply put, Email Services are automated process that use an Apex class to process inbound email. Once an inbound email is received by
by Sean Fielding / on 7 March, 2022

So, You Want to Delete Email-to-Case Attachments?

If you are considering deleting email-to-case attachments, here are a couple of considerations. First, you need to determine if the email-to-case process is set up to generate Attachments or Files. Salesforce Files replaced attachments and are now the recommended approach as they are shareable
by Sean Fielding / on 28 February, 2022

Psst, Big Objects! Free Data Storage for 1 million records.

Ok, you are right. Technically, since you are paying for your Salesforce licenses, Big Objects are not technically free. A better way to phrase this would be… Big Objects, the data storage you are paying for, but most likely not leveraging. Ok, now you’ve
by Sean Fielding / on 14 February, 2022

Email Scrubber? Tell me more about saving data storage.

Before we delve into the Email Scrubber solution, let’s review how Email Messages are stored. Take a simple example. Let’s take a simple example of a client looking for some refrigerator support. The client initiates a support request by sending an email to the
by Sean Fielding / on 2 February, 2022

Salesforce to Salesforce Integration Setup Quick Start

Setting up Connected app, Auth Provider, and Named Credentials Create a Connected App (App > App Manager > New Connected App) Connected App Name: Provide a unique value that description the app API Name: Keep the default. Contact Email: Enter a valid contact email
by Sean Fielding / on 24 January, 2022

Email-to-Case: Save Email Headers?

It seems like a simple question. As part of your Email-to-Case Routing Information set up, do you wish to Save Email Headers or not? What are Email Headers Anyway? Any discussions on Email Headers can head down a rathole quickly. So let’s keep it
by Sean Fielding / on 22 January, 2022

Salesforce Platform API Version Retirement

If you are interested in this article, I assume you received a “Salesforce Platform API Versions 7.0 through 20.0 Retirement” or “Salesforce Platform API Versions 21.0 through 30.0 Retirement” notification from Salesforce. Why did I receive a notification? Salesforce has documented the pending API