Salesforce Chatter email setup
- Applies to:
- MindTouch (current)
Send emails from a case with HTML-linked articles from Salesforce Chatter.
Expert for Salesforce Service Cloud updates a merge file on the Salesforce Case object when an article is (un)linked.
This solution is custom-configured for each client by MindTouch Professional Services. Elements and labels may differ from what is documented.
Prerequisites
- Salesforce Chatter enabled
Salesforce Setup
- Enable email-to-case per Salesforce instructions https://help.salesforce.com/articleView?id=000239751&type=1
- An email action tab will become visible in a case