Email services in Salesforce are also used for other purposes beyond email-to-case, such as processing inbound emails for custom objects, scheduling outbound email messages, and triggering custom workflows and processes.
How to Create an Email Service?
Step 1: Write a code for creating Contact, Case, Lead, etc., according to your requirements. This code creates a Contact and Attachments in Salesforce. When someone sends an Email to a routing email address.
Step 2: After writing the code, we need to create an Email Service to include that class in the Email Service.
Step 3: After creating the Email Service, we need to set up a routing email address.
What is a Routing Email Address?
A routing email address is an email address that is used to direct incoming emails to specific destinations or recipients. This address is typically set up in email routing systems or forwarding services. It is used to manage and route emails based on various criteria, such as sender, subject, content, or other custom rules.
Routing email addresses are commonly used in businesses and organizations to manage and streamline email communication. For example, a company might set up a routing email address for customer support inquiries, which would automatically forward emails to the appropriate support team based on the type of inquiry or other criteria.
Don't forget to check out: One Must Opt For Salesforce Email Automation
Routing email addresses can also be used for personal email management. For instance, you might create a routing email address that automatically forwards emails from certain senders or with specific keywords to a designated folder in your inbox.
Overall, routing email addresses can help improve email management and organization by automating the process of directing incoming emails to the appropriate destinations.
Now we are all set to send an email to the routing address to check the process.
Test the Process
Send an email to the routing address:
Now, check the result in Salesforce Org:
So, a contact has been created in Org by the name of the Email Sender with the Attachment.
We can also set the domain of the email address to check whether a sender is authorized or not.
If the sender is not Authorized we send them a discard message that they are not authorized.
What is Email-to-Case?
In Salesforce, email-to-case is a feature that allows you to automatically create cases in your Salesforce org based on incoming emails. This means that when a customer or client sends an email to a designated email address, such as [email protected], the email is automatically converted into a case in Salesforce.
To set up email-to-case in Salesforce, you first need to create an email service that will receive incoming emails. This email service will then be linked to an email address that will be used as the email-to-case address. Once an email is received by this address, Salesforce will automatically generate a new case record based on the email content and other specified criteria.
Overall, email-to-case and email services in Salesforce can help streamline your customer support and communication processes by automating the creation of cases from incoming emails and enabling custom email processing and automation.
Check out another amazing blog by Mohit here: What are Lightning Record Pages in Salesforce? | All You Need to Know
How to Create an Email-to-Case Service in Salesforce?
Step 1: In Setup, search for "Email-to-Case" in the Quick Find box. Enable the Email-to-Case Chechbox and Set the other settings according to our requirements.
Step 2: Set the Routing Address and case other necessary settings & verify the routing address.
Now we are all set, send an email to the routing address to check the process.
Test the Process
Send an Email to Email-to-Case-Routing Address:
So, we can see that a Case Record has been created with the subject "Email-to-Case" & Description "This is a Sample Case".
We can also enable Forwarding Address on Routing Address because we can't remember the routing address.