Tag: email-to-case

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
by Sean Fielding / on 31 December, 2022

Let’s Detect Language

This post will walk you through the steps to detect language 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. So, you want to detect the primary language within your email So, you want to
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 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.
by Sean Fielding / on 11 April, 2022

Email-To-Flow, Custom Email that Links back to a Case

Email-to-Flow is available on the Salesforce Appexchange. If you haven’t taken a peek at Introducing Email-To-Flow, a low-code Email Service, please do. It won’t bite. There are times you need/want to create a process to send a custom email. For example, you want to send