You need to sign in to do that
Don't have an account?
Jane Isaac
Need an email alert sent when an email is added to a Closed Case
We have recently had a customer reply vis email using the subject line of a Closed Case. The emails thus got added to a Closed Case and got lost.
Is there a way to create a WFR to trigger an email alert to the Case owner that an email was added to their closed case? I can see how I can build the rule using
AND IsClosed , .........
but there does not appear to be a way to determine when an email was added. I thought about using a Power of One trick but I cannot do a roll-up summary on thte Emails related list on the case.
Any suggestions?
Thanks,
Jane
Is there a way to create a WFR to trigger an email alert to the Case owner that an email was added to their closed case? I can see how I can build the rule using
AND IsClosed , .........
but there does not appear to be a way to determine when an email was added. I thought about using a Power of One trick but I cannot do a roll-up summary on thte Emails related list on the case.
Any suggestions?
Thanks,
Jane
All Answers
Friendly advice: Number one rule of effective salesforce management is do not make things complicated when you don't have to.
Which Email object are you referring to? I can only see Task but not any Email object to write a WFR.
If the object you are reffering to is Task, then is it Task:Call Type equals "Inbound"? I could not find a value "Is Incoming".
Also, how did you filter out the email is for a Case?
Appreciate if you post more details to help others.
Thanks.