#1MinuteTip #SalesforceSummer23 Add a flow that puts customer information at your agents’ fingertips. The flow lets agents link contacts to cases created in Email-to-Case.
Use the individual-object linking flow template called Find Contact for Associated Case from Email-to-Case. Add it to the Actions & Recommendations component. If you customize and save it as a screen flow, for example, you can use it elsewhere.
The flow finds all contacts with email addresses that match the inbound email address that resulted in the case. Your agent then selects the right contact to link to the case.
Product Area: Service Cloud
References & Useful URLs
- For Related Summer ’23 Release Note Article – Click Here
- Blog Post – A Step by Step Guide to Setting Up Email-To-Case in Salesforce
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