Activity Forums Salesforce® Discussions How to set up auto response rule?

  • Himanshu

    Member
    May 24, 2016 at 7:56 am

    Hi Naman,

    You can set the auto response rule in sales force for web to lead  and case auto response rules.

    To create a Auto response rule:-

    Setup, enter Auto-Response Rules in the Quick Find box, then select Lead Auto-Response Rules.

    On the Auto-Response Rules page:
    Click on the New Button.
    Enter the rule name.
    Check the active box to make this rule active.
    Click Save.
    Define the rule entries based on the conditions.

    To create a response rule for cases:-

    Setup, enter Auto-Response Rules in the Quick Find box, then select Case Auto-Response Rules.

     

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