Work with Draft Emails in the Salesforce Classic Case Feed
With draft emails, support reps can save messages they write to customers without
having to send them immediately, and administrators can create approval processes for email
messages.
Drafts are only supported if your administrator has enabled them.
As a support rep, you can save a message as a draft while you gather additional information
about the issue you're solving, confirm troubleshooting steps with a colleague, or take a
break and log out of Salesforce. To save an email as a draft, click
Save under the text box when you're writing an email.
Note Drafts aren't auto-saved.
Each case can have only one draft email associated with it, so if you're working on a case
with a draft you or someone else has saved, you aren’t able to write another email until that
draft is sent or discarded. When you view a case with a draft associated with it, you see a
notification with the name of the user who wrote the draft and a link to view it. Any support
rep or supervisor with access to a case can edit the draft email, unless it's awaiting
approval.
If your company uses approval processes for email messages, when you submit a message, it's
sent to a supervisor for review. (Depending on how your administrator has set up approval
processes, you can have the option of submitting the message for review or sending it without
review.) When a supervisor approves the message, it's sent to the customer. If your email isn't
approved, a message with an explanation appears at the top of the publisher when you click
Email while viewing the case. You can edit the message and resubmit
it.
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