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How do I download emails to my case agent?
Required Editions and User Permissions If you’re using On-Demand Email-to-Case, then it’s not necessary to download and install the Email-to-Case agent. From Setup, enter Email-to-Case in the Quick Find box, then select Email-to-Case. Click Edit. Select Enable Email-to-Case .
How does Salesforce email to case work?
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 link my Outlook email to Salesforce?
Steps to Integrate Outlook and Salesforce
- Open your Salesforce Org.
- Click on Setup.
- Search Outlook in quick find box and Select Outlook Integration and Sync.
- Enable Use Enhanced Email with Outlook and Click Active and Notify Reps.
- Click on Edit button.
What does email to case mean in Salesforce?
Email to Case is a standard Salesforce feature that allows cases to be created from emails. We will be looking into the detail of On-Demand Email-To-Case and Email Services.
How to enable emailing through Salesforce.com?
To send email to a contact, lead, person account, or other user: Click Send An Email on the Activity History related list of a record. Or, from a case, click Send An Email or Reply from the Email related list. This option is available only to organizations using Email-to-Case or On-Demand Email-to-Case.
When do you need to use Salesforce email relay?
This comes in very handy when you do not want your users to miss on crucial notifications sent from Salesforce. Email relay automatically routes Salesforce-generated emails through your company’s mail service.
How long does it take to set up an email in Salesforce?
Have 360 degree information within Salesforce with minimal overhead. Step by Step explanation of email to Salesforce. Get to know how to set up, configure and start using this exception feature of Salesforce within 10 minutes.