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Installation - (4) Flow Notes

Salesforce is retiring the Reference Id

The Email-to-Flow application comes with a default Email-to-Case template flow.  If you wish to mimic existing Email-to-Case functionality, there is no need to touch the flow. 

 

(NOTE:  If leveraging Lighting Email Token, please use the Email-to-Case Lightning Email Token Flow Template instead) 

Modifying Delivered Templates

If you wish to modify or extend the template, simply save a copy of the flow and make your modifications.  In Flow Builder, choose Save As -> Save as a New Flow.

 

To fully implement a new flow, make sure the CMDT reflects your correct flow name.  The internal flow name can be retrieved at any time by selecting “View Properties” in Flow Builder.  The field “Flow API Name” hold the name value.

Email-to-Case Lightning Email Token Template Flow

The Email-to-Flow application comes with a default Email-to-Case Lightning Email Token template flow.  If you wish to mimic existing Email-to-Case functionality, there is no need to touch the flow.  This flow follows the standard Email-to-Case process which first attempts to find a match via the Lightning Email Token.  If no match is found, an attempt is made via email Headers.​​

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