Slaesforce FAQ

how to add case comments by replying to email salesforce

by Elise Ritchie Published 2 years ago Updated 2 years ago

Why are replies Not hitting Salesforce email-to-case?

A common issue when testing Email-to-Case before deployment or when testing in the sandbox is the support address has not been forwarded (redirected) to the Email Services Address. If you have not already done this, then the replies are not hitting Salesforce and cannot be attached to the Case.

How to enable reply to and forward emails right from Salesforce?

How to enable Reply to and Forward Emails Right from Salesforce? Can you please tell me how to enable the new email from activity timeline feature in Summer 17? Please let know. The answer will be applicable. From the Setup Home page, type Enhanced Email in the Quick Find box. Click Enhanced Email, click Enable. I already enable this feature.

How to add thread ID in email to case in Salesforce?

1) Email to case must be activeted in your org (Customise -> Case -> Email-to-case) Activate the email to case check box and select the When sending email from a case, insert Thread ID in the following sections: option as shown below and also check the On Demand service checkbox. Then thread id is appended in subject...

How to upgrade the case feed in Salesforce classic?

In Salesforce Classic Case Feed Upgrade Process Enable Case Feed Create Permission Sets Assign Permission Set Assign Custom Profile Configure the Case Feed Page Layout Convert Page Layouts

How do I add a comment to a case in Salesforce?

Click New on the Cases tab to create a case, or select an existing case and click Edit.Type your comments in Internal Comments .Optionally, select Send Customer Notification to email the contact on the case of your new public comment.Click Save.

How do you respond to a case email?

To work with Email-to-Case or On-Demand Email-to-Case emails:Click Send An Email to send an email to a contact, another user, or any other email address.Click Reply to respond to an email. ... Click To All to respond to all participants on an email thread.Click the subject of the email to view the email.More items...

How do I enable case comments in Salesforce?

You can create and edit case comments on Case Detail pages....Click New or Edit on the Case Comments related list.Optionally, select Public to enable comment notifications to the contact on the case, and to let the contact view the comment on the Customer Portal or Self-Service.Type comments in Comment .Click Save.

How do I setup a reply email in Salesforce?

In Salesforce ClassicClick your name.Click My Settings.In the Quick Find box, enter My Email Settings.Update the "What email address would you like to use as your return address?" field to the desired "Reply To" email address.Click Save.

How do I add an email to a case feed in Salesforce?

From Setup, click the Object Manager tab. Select Cases, and open the Buttons, Links, and Actions setup page. Click New Action. For Action Type, select Send Email....For Field Name, select one of the following fields:To Recipients.CC Recipients.BCC Recipients.

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 do Case Comments work Salesforce?

The Case Comments component in Experience Builder shows a list of all the comments that a customer and an agent have added to the case. The comments are visible as related records. Note This component was retired in all Salesforce orgs in the Summer '19 release.

How do you comment on a case?

A case comment should ideally begin with a short paragraph identifying the subject of the case so as to give the reader a fair idea regarding the issues you are going to address in the comment.

How do I send notification to case owner in Salesforce?

Click on the Gear Icon (Setup). Select Feature Settings. Select Service. Select Support Setting....Default the 'Send Notification Email' checkbox to checked while assigning casesClick Setup.Select Customize.Select Cases.Select Support Settings.Select the Notify Case Owners when Case Ownership Changes checkbox.

How do I create a case auto response in Salesforce?

Setting Up Auto response rule in Salesforce.From Setup, enter Auto-Response Rules in the Quick Find box, then select either Lead Auto-Response Rule or Case Auto-Response Rule.Choose New, and then give the rule a name. Specify whether you want this to be the active rule for leads or cases submitted. Then click Save.

How do you configure auto response rule?

To create a response rule for cases, from Setup, enter Auto-Response Rules in the Quick Find box, then select Case Auto-Response Rules....On the Auto-Response Rules page:Click New.Enter the rule name.To activate this rule, select Active.Click Save.Create rule entries.

What is auto response rule in Salesforce?

Auto-Response rules in Salesforce make it possible to send an automatic email response to a lead or case based on the record's attributes. A Salesforce administrator can send an automatic reply to the customers to assure them that someone from your company has acknowledged their query.

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