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            Set Up Email-to-Case for Roster File Mapping

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            Set Up Email-to-Case for Roster File Mapping

            Set up Email-to-Case to efficiently manage provider data. When a provider emails a payer with a roster file that contains information about providers that must be added or updated in the payer network’s database, Salesforce automatically creates a case with the attached file, ensuring the information is ready for processing.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions with Health Cloud
            User Permissions Needed
            To enable and set up Email-to-Case: Customize Application

            Prepare your organization to automatically convert incoming provider emails into cases by enabling Email-to-Case and the on-demand service.

            Before you enable Email-to-Case: From the Support Settings page in Setup, select a Default Case Owner and an Automated Case User. When you add routing addresses, you can also add custom case ownership preferences that override the default preferences.

            1. From Setup, enter Email-to-Case in the Quick Find box, then select Email-to-Case.
            2. Click Edit.
            3. Select Enable Email-to-Case and click Save.
            4. Select Enable On-Demand Service and click Save. This setting allows Salesforce to process your incoming emails.
              Note
              Note

              Enabling Email-to-Case creates the Send Email quick action on the Case Feed in Lightning Experience and Salesforce mobile app. After you enable Email-to-Case, you can’t disable it, but you can update the Email-to-Case settings.

             
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