AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Email2Case Attachment Reassign

Save Attachments from Email2Case Messages

Overview

Moves/copies email attachments on Email2Case emails from the email record to the parent Case record.

1 of 2

  • To install this package, your org must have the Email2Case feature enabled. Set Up Email-to-Case with a Guided Setup Flow: https://help.salesforce.com/articleView?id=customizesupport_email_setup_flow.htm&type=5

By default, emails created in salesforce via Email2Case have any email attachments displayed in a related list on the email record, not on the Case record. This trigger will move all attachments in new Email2Case emails from the email to the case.

Categories

Business Needs
Agent Productivity
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

More from

  • Multi-Org Security Summary
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Einstein Intent Assessor
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Marketing Cloud Engagement Journeys for Salesforce
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Analytics Adoption Metadata
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Issue Box
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.

  • Quick Add Junction Records
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools

  • Charity Commission Search
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.

  • Checklist Manager
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds

  • Recruiting Manager
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources

  • Procurement
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance