Tag: email-to-flow

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 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 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 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 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