You need to sign in to do that
Don't have an account?
mukesh gupta
Email Notification to Case owner
Hi Expert,
When a case receive an email in Email Related list , then case owner will get the Email notification.
Please suggest, how to case owner will get this email.
Thanks
Mukesh
When a case receive an email in Email Related list , then case owner will get the Email notification.
Please suggest, how to case owner will get this email.
Thanks
Mukesh
this can be achieved using two processes and one email alert.
Intially create the email template for sending the notification to the owner.
Then create an email alert.The object selected for alert be should case.Select the template prepared for notification or this alert.Also fill other details.Select Recipent as the case owner(select Owner-->case owner.)
Create first Process
the process starts when ----- invoked by other process.
Select case as the object.
Add criteria - No criteria—just execute the actions!
Add immediate action email alert ,select the email alert created above.
Activate the process
Create second process
the process starts when ----- a record changes.
select Email Message as the object.
add the criteria as [EmailMessage].RelatedToId = [EmailMessage].ParentId
Add immediate action call process and select the process created above and pass the ID field value to SObject.
Activate this Process.
I hope this will achieve the funtionality you are targeted.
Mark as the best answer ,i this helpul !
Regads,
Sachin
All Answers
Regards,
Sachin
how we can do this?
Please suggest
Thanks
Mukesh
I consider Case Email is a custom object. So you can create process builder on Case Email object to send an email to owner. So when new record gets created for case email object you can send an email alert to owner. You can also create workflow.
Hope this helps you to solve your problem.
Thanks,
Sukanya Banekar
Make sure that is on and you will be automatically Bcc'd under those email.
Hope it helps!
According to his explantion he is working on standard object (case),not on custom object (Case Email).The email is the related list of the case object.
@Harshil Parikh AKA Govind,
Setting in AUTOMATIC BCC sets a constant email as bcc Email address . This is not needed in his scenario ,he needed to send email to case owner (which is changing).
Please correct me if am wrong,
Regards
Sachin
this can be achieved using two processes and one email alert.
Intially create the email template for sending the notification to the owner.
Then create an email alert.The object selected for alert be should case.Select the template prepared for notification or this alert.Also fill other details.Select Recipent as the case owner(select Owner-->case owner.)
Create first Process
the process starts when ----- invoked by other process.
Select case as the object.
Add criteria - No criteria—just execute the actions!
Add immediate action email alert ,select the email alert created above.
Activate the process
Create second process
the process starts when ----- a record changes.
select Email Message as the object.
add the criteria as [EmailMessage].RelatedToId = [EmailMessage].ParentId
Add immediate action call process and select the process created above and pass the ID field value to SObject.
Activate this Process.
I hope this will achieve the funtionality you are targeted.
Mark as the best answer ,i this helpul !
Regads,
Sachin
Please suggest
Thanks
Mukesh
see my answer at : https://developer.salesforce.com/forums/ForumsMain?id=9060G000000Bgk3QAC