Setup Email-to-Case in Salesforce

In this post, we will learn about what email-to-case is, how to setup email-to-case in Salesforce, On Demand email to case and the limitations of email to case in Salesforce.

What is Email-to-Case?

Email-to-Case enables us to automatically create cases and auto-populate case fields when customers send messages to the email addresses you specify. Email-to-Case on-demand service keeps email traffic outside your network’s firewall and refuses emails larger than 25 MB.

Key features and benefits for Email-To-Case

1. Customer responses regarding a case are automatically associated with the original case, including any attachments the customer sends.
2. Case reporting measures both inbound and outbound emails by case to see how many emails are exchanged before an issue is resolved.
3. Routing addresses allow you to create multiple email addresses from which the contents of customer emails can be converted to case fields.
4. Assignment Rules, Escalation Rules, Workflow Rules, and Auto-Response Rules all work seamlessly with Email-to-Case.

Setup Email to Case in Salesforce

Let’s see a Step by Step process for setting up Email-To-Case in Salesforce.

1. Enable on Email-to-Case

The first step to configuring email-to-case is to enable it. Follow the below step to enable the email-to-case in salesforce.

• Click on Setup and then enter Email-To-Case in Quick find.
• Then, Select Email-to-Case and click on the edit button.

• Select Enable Email-To-Case and On-Demand Service then click on Save.

2. Routing Addresses for Email-to-Case

• Click on the New button from the Routing Addresses related list.

• Provide all required fields and configure verification email and case settings.
• Then click on Save.
• Once done then, Salesforce will send you one email to your Email Address to verify the email ID.

• Salesforce.com will automatically create the email id like below for you

3. Setting Up Routing/Forwarding Rules

Now it is time to configure our email forwarding setting at our outlook, Gmail, or email provider. Configure your email system to forward messages received at [email protected] to auto-generated service addresses.

As we are using Gmail for the demo. User Gmail Article for Automatically forward Gmail messages to another account.

• Login to your Gmail id and then click on the setting icon.
• Then Click on Forwarding and POP/IMAP tab.
• Then click on the “Add a forwarding address” button.

• Add forwarding address as email provided by Salesforce.

• Once you add email. It will show a confirmation screen saying forwarding email to auto-generated Salesforce email-to-case email ID.

• When a verification code is sent to Salesforce Email-To-Case address. Then a new case will be created in Salesforce. Open the Salesforce case and copy the confirmation code. This means our email-to-case is working :).

• Now it is time to add the Confirmation code in Gmail and click on verify button.

• On the last step is select Forward a copy of incoming email Email-To-Case email and click on Save Changes.

Congratulation this time we are all good to test our hard work.

4. Test Email-To-Case

• Now it is time to test our email-to-case flow. Send an email to your support email “[email protected]“.

• Now check in the Salesforce case tab for a new case record.

Some important Functionality

• It automatically populates the contact and account if the contact is in Salesforce with the same from email address.
• If contact is not available with the Same email id then the contact and Account field will be blank on the case object.

Email-to-Case Limitation and Considerations

How Email-to-Case Treats Long Emails: Email-to-Case automatically shortens email headers and email body text to 32,000 characters each. Contact Salesforce if you’d like your organization’s email body text limit raised to 131,000 characters.

How Email-to-Case Treats Inbound Auto-Response Emails: Inbound auto-response emails from Salesforce aren’t attached to cases.

Tips for Sending Emails: When sending an outgoing email, the subject line and body should be different. If the Email Subject and Email Body Text are identical, Email-to-Case creates an infinite loop of emails related to each case.

Email to case Video

Summary

Set up Email-to-Case to efficiently resolve customer email inquiries. When customers send messages to your support email addresses, Salesforce automatically creates cases and auto-populates case fields. You can also perform these steps by completing the Connect Your Support Email guided flow.