Category: Email-to-Flow

by Sean Fielding / on 9 September, 2022

Let’s Build an Email-to-Opportunity

This post will walk you through the steps of building an Email-to-Opportunity process 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. The Purchase Order Use Case More and more, we are seeing customers require
by Sean Fielding / on 16 August, 2022

Eliminate Email-to-Case Duplicates at the Source

It’s a common Email-to-Case complaint. If a customer creates an email with multiple service email addresses (in other words, multiple email addresses that forward to email-to-case), multiple cases are created. Traditional resolutions fall into two categories. One email service address per org. I.e. Never
by Sean Fielding / on 29 July, 2022

Let’s View Some Spam (Microsoft 365)

In our previous post, Email-to-Flow, let’s deal with some spam (Microsoft 365), we discussed our Get Spam Level Apex action. This Apex action, when used in conjunction with our Email-to-Flow application, provides the ability to appropriate action against emails flagged as spam. What if
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.