by Sean Fielding / on 21 December, 2024
What to expect when implementing Email Scrubber
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
by Sean Fielding / on 10 July, 2024
Let’s Build an Email-to-Opportunity Process
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
by Sean Fielding / on 30 April, 2024
Case Study: The PDF Problem
Email Scrubber for the win!
by Sean Fielding / on 7 February, 2024
Are you ready for New Email Threading Behavior?
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
by Sean Fielding / on 2 February, 2024
Have social issues? Let’s remove annoying social media logos with File Wipe.
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,
by Sean Fielding / on 29 January, 2024
Let’s Create a Connected App – Salesforce to Itself (with File Wipe)
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
by Sean Fielding / on 21 January, 2024
Let’s Talk About Email-to-Case Redirection
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
by Sean Fielding / on 4 November, 2023
Let’s Parse an Email Address into User Name and Domain
This post will walk you through the steps required to parse an email address into two parts: the user name and the domain. If you are unfamiliar with Email-to-Flow, take a minute to review Introducing Email-To-Flow, a low-code Email Service. This is a common request.
by Sean Fielding / on 31 August, 2023
Let’s Have Some Fun with a Reclusive Teenager and Email-to-Flow Salesforce Exception Handling
Introducing the Sproket Logic Urgency Box. Introducing the Sproket Logic Urgency Box. What’s the Sproket Logic Urgency Box? The Urgency Box was originally conceived with one goal in mind… notify a reclusive teenager that it was time for dinner. The Goal: Provide dinner notifications
by Sean Fielding / on 3 February, 2023
Email-to-Flow, Let’s Leverage a Rules Engine (or Let’s Say No to “FlowArt”)
Email-to-Flow is available on the Salesforce Appexchange. I love Email-to-Flow! I can finally control our complete Email-to-Case process… from Flow! My flows, however, are getting more complicated and more difficult to maintain. You have any suggestions? I recently received the above cry for help