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Email-to-Flow

User Guide Version 3.x

Welcome to the Email-to-Flow Installation Guide.  In a matter of minutes, we will have you up and running with Email-to-Flow.

For your convenience, Email-to-Flow comes delivered with a number of Apex Actions that you can leverage in you flow(s). All the Email-to-Flow Apex Actions begin with “E2F” for quick identification in the New Action drop down.

E2F: Create Case and Run Assignments

Leverage the apex action to create a case and run standard assignments rules.

E2F: Detect Auto Reply

Leverage the apex action to identify email that is auto replied via Microsoft (such as Out of the Office email). 

E2F: Generate Message Id

Leverage the apex action to generate a message id for your case (leveraging Salesforce’s standard generate case Message ID functionality).  

E2F: Get Case Id From ETF Headers 

Leverage the apex action in conjunction with the Generate Message Id apex action.  This apex action can link cases by the Message Id generated in the Generate Message Id apex action.

E2F: Get To Address From Header

Leverage the apex action to search for the “To” header key value set in email headers.  This may be required to retrieve the true original To email address when leverage forwarding and redirects.

E2F: Move Email Message

Leverage the apex action to move an email message from one parent to another (including the attachments/files).  

E2F: Get All Matching Regex Patterns

Leverage the apex action to execute a regular expression to find all pattern matches.

E2F: Shrink Email Header

Leverage the apex action to reduce the footprint of the email header leaving only necessary information.  

E2F: Get Case Id from Thread Id (Original Approach)

Leverage the apex action to find the case that matches the thread id.

E2F: Get Lead, Contact, User Id from Headers

Leverage the apex action to retrieve the record id based on an email header In-Reply-to.

E2F: File Wipe

Leverage the apex action to apply File Wipe actions to rename or purge email signatures or other nuisance attachments.

E2F: Remove File Extensions

Leverage the apex action to include specific file extensions or exclude specific file extensions as a part of your flow.

E2F: Create Content Document Links

Leverage the apex action to link files to their respective parent object.  For example, linking email attachments to the email message record or the case record.  

E2F: Detect Language

Leverage the apex action to detect the language for a given sample text.  (Requires Google Tranlation API)

E2F: Generate Email Threading Token (Lightning Email Token)

Leverage the apex action to generate a Lightning Email Token.

E2F: Get Header Value

Leverage the apex action to search a specific header key value sets in email headers.

E2F: Get Outlook Spam Confidence

Leverage the apex action to evaluate an Outlook email message for spam. 

E2F: Get Regex Pattern

Leverage the apex action to execute a regular expression to find a pattern match.

E2F: Review Blacklist

Leverage the apex action to blacklist email address and/or email address domains from the email-to-flow process. 

E2F: Get Salesforce Thread Id

Leverage the apex action to retrieve the thread Id associated to a case.

E2F: Get Case Id From Email Thread Token (Lightning Email Token)

Leverage the apex action to find the case that matches the lightning email token.

E2F: Get Object from Headers

Leverage the apex action to retrieve the record id based on an email header In-Reply-to (such as Opportunity).

E2F: Create Email Message

Leverage the apex action to create email messages records with truncation activated.

E2F: Parse CSV Files

Leverage the apex action to parse a CSV file into an Apex Defined variable for further processing. This process assumes:

We are constantly looking for ways to improve and extend the Email-to-Flow application.  If you have additional requirements/ideas/suggestions for the app, feel free to ping us. 

 

As an Email-to-Flow client, any enhancements to the application will be included in releases and generally available.

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