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CaseAutoMail

Transform case communication with CaseAutoMail

Overview

An easy to install app for Salesforce, where a user configures the Email Template with Case Type and Case Status from CaseAutomail’s Home section. Once a case is created with the configured fields, an email composed automatically using the email template

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  • (1) User can send an automatic email based on the configured case type and status.

  • (2) User can also manually send an email, even when the case type and status is not configured.

  • (3) User can manually send an email by using configured email templates based on the pre-configured case type and case status.

  • (4) If an organization exceeds the daily email limit, the user will get a message of error while creating or updating a case record. If the user still wants to update or create a case record, they can select the “Bypass Email Limit” checkbox.

CaseAutomail for Salesforce, the hassle-free and user-friendly app designed to streamline your email communication process effortlessly. Once a new case is created or a case record is updated, rest assured that the email will be generated automatically, following the settings you've defined in the Case Configuration and Email Configuration tab of CaseAutoMail. Email component will be automatically populated on the basis of saved configuration in CaseAutoMail so that you spend less time writing email from scratch. You have the flexibility to choose between automatic or manual email sending, adapting the app to your unique workflow requirements.

Categories

Business Needs
Sales
Personas
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Community Builder
Managed Package

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