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

Publiseringsdato: Oct 13, 2022
Beskrivelse
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.  

 
Løsning
Inbound Email to Case emails will associate to Person Accounts.
Knowledge-artikkelnummer

000383656

 
Laster
Salesforce Help | Article