Display the Count of Emails against a Case via Flow

 

Step 2.  Click on Object Manager and then Case
 

 

Step 3. Click on Fields & Relationships and New

 

Step 4. Set the field type as Number and click on Next
 

Step 5. Set the Number field properties. For this example we will use these values. Once you are done click on Next button
 
Step 6. Mark the field as accessible to the relevant Profiles (or permission sets) and then press Next.
 
Step 7. Select the necessary Page layouts to add to and then press Save
 
Create a Flow to count emails related to a Case

Step 1. Navigate to Setup
Step 2. In the Quick Find enter and click on Flows
Step 3. Click on New Flow. Set the Flow as a Record-Triggered Flow and press on Create
Step 4. Set the Object as Email Message. In the Trigger the Flow When, choose A record is created Step 5. In Condition Requirements, choose All Conditions Are met (AND), Set Entry Condition to ParentId, operator Is Null, value FALSE and make sure the Flow is optimized for Actions and Related Records and then press Done
  Step 6. Click on the + sign, which is located between the Start and End elements of your flow, and in the search field, enter and select Get Records.

{!Get_Related_Case.Counts_of_Emails__c} + 1

Step 9. Now let’s update the Case field, in the Flow Canvas click on the + sign and select Update Records
This is how your Flow should look once it is complete
Tip: If you don’t see this in a Sandbox, press Save and then Edit to generate the address.

This address will be unique to each Salesforce environment, so it will be different between sandboxes and production.

Sending an email to this address should generate a Case and therefore trigger the Email Message Record-Triggered Flow.


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Written by: Tom Bassett | Salesforce Answers Leader
Tom Bassett is a Solution Architect at Trigg Digital and has 5+ years of experience with the Salesforce platform. He aspires for customers to gain the most out of the CRM and spreads the Ohana culture by supporting the wider Trailblazer Community with new feature ideas and providing answers to questions posted. He co-leads the London Architect Community group and also contributes to Salesforce Ben as an expert Author.

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