Email-to-Case Advance—Overcome the Challenges of Complex Case Management скачать в хорошем качестве

Email-to-Case Advance—Overcome the Challenges of Complex Case Management

Customer inquiries piling up in your inbox can overwhelm your support team, delay case resolutions, and ultimately damage your business's reputation. Salesforce's Email-to-Case streamlines customer support by automatically converting emails into cases. However, it has limitations, such as providing clean case comments, supporting multiple attachments, and managing case duplication. An advanced Email-to-Case solution like Email-to-Case Advance (E2CA) is a Salesforce-native, Lightning-ready solution that enhances efficiency through advanced automation. E2CA uses record types to route cases to the right teams, optimizing case management and improving collaboration with automatic notifications. Additionally, it extends case comments to both inbound and outbound emails, ensuring a complete communication history for seamless customer support. Watch this video to learn how E2CA provides extended features and customizable options beyond the standard Email-to-Case functionality. Visit https://www.grazitti.com/email-to-cas.... Timestamps 00:00 - 00:06 Introduction 00:07 - 00:13 How Can Salesforce Service Cloud Help 00:14 - 00:22 Case Management in Salesforce 00:23 - 00:32 Duplicate Case Creation by Salesforce’s Email-to-Case 00:33 - 00:38 Introduction of Email-to-Case Advance (E2CA) 00:39 - 00:51 E2CA Feature 1—Prevent Email Looping 00:52 - 00:55 E2CA Feature 2—Add Watchers on Case 00:56 - 01:03 E2CA Feature 3—Auto-Suggest Recipients 01:04 - 01:11 E2CA Feature 4—Generate Clear Case Comments 01:12 - 01:22 E2CA Feature 5—Manage Forwarded Cases 01:23 - 01:27 E2CA Feature 6—Duplicate Case Merge 01:28 - 01:39 E2CA Feature 7—Add Case Comment Page 01:40 - 02:07 Conclusion #emailtocase #casemanagement #E2CA #Salesforcenative #lightningready #customizable #solution