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Create a Flow to Reopen Closed Cases

Дата публикации: Jun 19, 2026
Описание

Overview

This article explains how to create a Salesforce Record-Triggered Flow on the Email Message object. The flow automatically reopens a closed Case when a new inbound email is received on that case.
This is useful when customers reply to a closed case by email and the case should be automatically reopened for agent follow-up.

Решение

Step 1: Create the Record-Triggered Flow

  1. Click the gear icon and select Setup.
  2. In the Quick Find box, search for and select Flow.
  3. Click New Flow.
  4. Select Record-Triggered Flow and click Create.
  5. Configure the flow as follows:
    1. Object: Email Message
    2. Trigger the Flow When: A record is created
    3. Condition Requirements: None
    4. Optimize the Flow For: Actions and Related Records
  6. Click Done.

Step 2: Add a Decision Element to Check Case Status

  1. In Flow Designer, click the + icon and select the Decision element.
  2. Enter a name in the Label field; the API Name auto-populates.
  3. Under Outcome Details, enter a label; the API Name auto-populates.
  4. Set Condition Requirements to Execute Outcome: All Conditions Are Met (AND).
    1. Row 1: Resource = {!$Record.Parent.Status}, Operator = Equals, Value = Closed
    2. Row 2: Resource = {!$Record.Incoming}, Operator = Equals, Value = {!$GlobalConstant.True}
  5. Click Done.

Step 3: Add an Update Records Element to Reopen the Case

  1. In Flow Designer, click the + icon and select Update Records.
  2. Enter a name in the Label field; the API Name auto-populates.
  3. Click Specify conditions to identify records, and set fields individually.
  4. Object: Case
  5. Select All Conditions Are Met (AND).
  6. Set Filter Conditions:
    1. Row 1: Field = Id, Operator = Equals, Value = {!$Record.ParentId}
  7. Set Field Values for the Case Records:
    1. Row 1: Field = Status, Value = Reopen
  8. Click Done.

Step 4: Save and Activate the Flow

  1. Click Save.
  2. Enter the Flow Label; the API Name auto-populates.
  3. Click Save.
  4. Click Activate.
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000395281

 
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Salesforce Help | Article