Service Cloud

Configure Email-to-Case Intake

Get inbound support email turning into cases: routing addresses, auto-responses, assignment and threading set up, tested and fixed.

50 tasks
Method

How MeshMesh does it

  1. Writes a plan before touching the org. For example, it designed a child case flow for replies to closed cases, and laid out tiered routing, service levels, escalation and reporting.
  2. Checks how standard Email-to-Case behaves before building around it. In one task it confirmed that default threading attaches later agent replies to the child case.
  3. Drafts Apex for review and a customer-facing plan document when custom logic is needed.
  4. Deploys the routing address through metadata, with the requested name, case owner and email.
  5. Confirms the deployment, documents the result, and lists what an admin still has to do in Setup.

For service-level timers on the cases this creates, see Configure Entitlement Management Milestones.

Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.