Slaesforce FAQ

can i associate an email to multiple cases in salesforce

by Willow Bechtelar Published 2 years ago Updated 2 years ago
image

When a Case has been created via Email-to-Case and the customer responds to the Case by an email, that email might trigger multiple Case email notifications to Case Owner or Queue. The notification emails received will look something like below: ================= From: Case Notification < [email protected] >

With SFO version 3.0 and newer you can now add emails to multiple Salesforce records that accept tasks, such as Accounts, Person Accounts, Opportunities, Custom Objects and Cases—not just Contacts.

Full Answer

What is email-to-case in Salesforce?

Email-to-case is an out of the box Salesforce feature that allows your end customers to send an email to an alias, then have that email turned it to a support case, send auto-replies, distribute them to your support team, and take other automated actions.

What is the risk of duplicating a case in Salesforce?

Any email that is sent from Salesforce to a customer email address is at risk of duplicating the case. If the customer replies and cc’s in another email address (eg. of a colleague), this response will generate a new email activity in Salesforce related to a separate contact, and thereby generates a new case from the email in Salesforce!

Why do I receive multiple email-to-case notifications?

When a Case has been created via Email-to-Case and the customer responds to the Case by an email, that email might trigger multiple Case email notifications to Case Owner or Queue. Subject: New case email notification. Case number xxxxxx

What happens if the default case owner/queue email address is same?

In such scenario, if the email address of the Default Case Owner or Case Owner/Queue Email Address is same as the Email to Case routing address (support mailbox address), a notification will be sent which will be determined as a new email reply (since it was sent to the Email-to-Case routing address) and will be routed to Salesforce.

image

Can you have multiple email to case Salesforce?

Using Multiple Support Addresses Sending an email to multiple Email-to-Case routing addresses causes unexpected results, and this use case isn't supported. All users can use an Email-to-Case service email address in the From field on the Email quick action.

How do I send an email to multiple contacts in Salesforce?

Create a list of recipients. Create an email template with merge fields to personalize each copy of the email and off you go....List Email LimitationsEnable List Email for Your Users.Send List Email.Check List Email Object Record.Create HTML Email Status Report.

How many email to case works in Salesforce?

Email-to-Case Org Limits Number of user licenses multiplied by 1,000, up to a daily maximum of 1,000,000 for all email services combined. For example, if you have 10 licenses, your org can process up to 10,000 email messages a day for all email services, including Email-to-Case.

How do I link an email to a case in Salesforce?

Click Edit. Select Enable Email-to-Case, and click Save. Select Enable On-Demand Service and click Save. This setting allows Salesforce to process your incoming emails.

How do I create a mass email in Salesforce?

On the Leads tab, in the Tools section at the bottom of the page, click Mass Email Leads. If you have the Manage Users permission, from Setup, enter Mass Email Users in the Quick Find box, and then select Mass Email Users. Select a list view of recipients, and then click Go!.

Can we send mass email from Salesforce?

Send individual copies of an email a list of contacts, leads, or person accounts for small-scale sales or support. Mass email sends an individual email to each recipient instead of one email to the entire group. Use templates with merge fields to personalize each copy of the email.

What is the difference between on demand email to case and email to case?

On Demand Email-to-Case automatically converts emails to cases, without you having to download and install an agent behind your network's firewall. Simply Configure your email system to forward case submissions to the email services address provided to you by Salesforce.

Can we deploy email to case?

we can't deploy email-to-case because routing address of the Email-to-case in Sandbox and Production different. Better we implement email to case in the production.

What is email to case functionality in Salesforce?

Email-to-case feature in Salesforce enables you to convert the emails received at your support email address into cases. You can then inject these emails-turned-cases in your organization's customer support queue and follow a systematic approach to track & resolve it.

How do I enable email header based threading in Salesforce?

To verify that your org uses email header-based threading, go to the Email-to-Case page in Setup. If you see settings named Insert Thread ID in the Email Subject and Insert Thread ID in the Email Body, you still need to update to email header-based threading. If those settings aren't visible, no update is needed.

How does Salesforce verify email to case?

A verification email is sent to the routing email address you provided. Confirm your email routing address by checking its inbox for a Salesforce verification email. Or, click Verify next to the routing address on the Email-to-Case Routing Address page. Return to the Email-to-Case page in Setup.

What is email to Case & Web to case in Salesforce?

Email-to-Case feature in Salesforce allows you to convert the emails received at your support email address into cases. You can then incorporate these emails-turned-cases in your organization's customer support queue and follow a systematic approach to track & resolve them.

What is Salesforce Stack Exchange?

Salesforce Stack Exchange is a question and answer site for Salesforce administrators, implementation experts, developers and anybody in-between. It only takes a minute to sign up.

How many Q&A communities are there on Stack Exchange?

Stack Exchange network consists of 178 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Can you create a junction between account and opportunity?

You could create a Junction objectbetween Account and Opportunity to let one-Opp relate to many Accounts.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9