Book Image

Salesforce for Beginners - Second Edition

By : Sharif Shaalan, Timothy Royer
Book Image

Salesforce for Beginners - Second Edition

By: Sharif Shaalan, Timothy Royer

Overview of this book

Salesforce is the world's leading Customer Relationship Management (CRM) software, helping businesses connect with their constituents and partners. This book will give you a comprehensive introduction to managing sales, marketing, customer relationships, and overall administration for your organization. You'll learn how to configure and use Salesforce for maximum efficiency and return on investment This book will teach you how to create activities, manage leads, manage users, set up security, customize your UX, work with third-party applications, build flows, develop your prospects and sales pipeline using opportunities and accounts, understand how you can enhance marketing activities using campaigns and much more. Packed with real-world business use cases, this Salesforce book will show you how to analyze your business information accurately to make productive decisions for your business. As you advance, you'll learn how to build various reports and dashboards in Salesforce to derive valuable business insights. Finally, you'll explore tools such as Salesforce Flows, approval processes, and assignment rules to achieve business process automation and set out on the path to becoming a successful Salesforce administrator By the end of the book, you will know how to manipulate Salesforce to achieve your business goals
Table of Contents (24 chapters)
21
Assessment
22
Other Books You May Enjoy
23
Index

Setting up Email-to-Case

Whereas Web-to-Case allows you to capture a case submission through your website, Email-to-Case allows you to set up a specific email address that converts any email sent to that email address to a case. A good example of this is a support email. You may want to set up an email address such as [email protected], to which your clients can send an email with an issue. Salesforce will take that email and create a case for the issue. All subsequent correspondence will be captured on that case until the case is resolved. Let’s take a look at how to set up Email-to-Case.

In the following screenshot, I started typing case into the search bar. This brings up any items in Setup that contain these letters:

Graphical user interface, application  Description automatically generated

Figure 7.16: Reaching Email-to-Case by using the search bar

As you can see in the preceding screenshot, I clicked on Email-to-Case to take me into the section where we can set this up.

Note: This section is only available...