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