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Associate inbound email messages from 'Email-to-Case' to 'Person Account' records

게시 일자: Oct 13, 2022
상세 설명
Scenario:

When a Salesforce Organization receives an inbound email via Email to Case (On-Demand), the system will query the Contact object for a Contact record based on the inbound sender 'from' email address.  Once a unique Contact record is located in Salesforce, the record will be associated with the new Case.

If there are multiple Contacts with the same email address or no matching Contacts, a Case will be created without a Contact association.

If the sender 'from' email address is related to a unique Person Account record of the same email address, the association to the Case will occur.  

 
솔루션
Inbound Email to Case emails will associate to Person Accounts.
Knowledge 기사 번호

000383656

 
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Salesforce Help | Article