Converting Customer Emails to Cases | Salesforce Certified Administrator Exam

Salesforce Admin Setting for Converting Customer Emails to Cases

Question

Universal Container's Support Manager wants customers to be able to send inquiries to email addresses that can automatically convert customer emails to the case.

Which setting would help the Salesforce Admin to do this?

Answers

Explanations

Click on the arrows to vote for the correct answer

A. B. C. D.

Correct Answer: D

Email to case allows you to get your customers emails into Salesforce cases.

So, you let your customers send inquiries to an email address that will be used to convert customer emails to the case.

Option A is incorrect because case escalation rules determine when a case should be escalated.

Option B is incorrect because case auto-response rules determine which email templates should be used while sending auto-response messages.

Option C is incorrect because case triggers define the apex triggers for cases.

Reference:

The correct answer is D. Email-to-Case.

Email-to-Case is a Salesforce feature that enables the automatic creation of cases in Salesforce from customer emails. This feature allows organizations to efficiently manage and respond to customer inquiries, questions, and issues received via email.

When a customer sends an email to a specific email address, the email is automatically processed by Salesforce and a case is created. The case details are extracted from the email's subject, body, and attachments, and the case is then assigned to the appropriate support team or agent.

To set up Email-to-Case, the Salesforce Administrator needs to follow these steps:

  1. Create an Email-to-Case email address in Salesforce.
  2. Configure the email address settings, such as email routing, attachments, and case creation options.
  3. Set up email templates and notifications to ensure that customers receive a timely and appropriate response.
  4. Test the Email-to-Case functionality to ensure that cases are created correctly.

By enabling Email-to-Case, Universal Container's Support Manager can ensure that customer inquiries are automatically converted to cases in Salesforce, which can improve their response time and overall customer experience.

To summarize, while Case Escalation Rules, Case Auto Response Rules, and Case Triggers are all useful Salesforce features, none of them are designed to automatically convert customer emails to cases. The feature that can help achieve this requirement is Email-to-Case.