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Email to Case Advance | Service Cloud-Native Case Automation

Eliminate duplicate cases, manual triage and unlock smarter case management

Overview

See How Email to Case Advance | Service Cloud-Native Case Automation Works

  • 🟣Resolve Cases Faster, with Less Manual Work Eliminate duplicate case creation, spam-driven tickets, and manual case assignment. Email-to-Case Advance automates routing and case creation so agents spend time resolving, not sorting.

  • 🟣 Original Email Threads Preserved Across Every Reply Where standard Email-to-Case breaks continuity across replies, E2CA keeps threading clean and organized from the first email to the last so agents and customers stay on the same conversation.

  • 🟣 Multi-team Notifications, Automated Include case and account team members in the communication loop automatically, with configurable rules instead of manual forwarding.

  • 🟣 Smart Attachment Management Share multiple attachments and files simultaneously with auto-attach, instead of handling them one at a time.

  • 🟣 Full Mobile Support Get the complete comment timeline and publisher experience on the Salesforce mobile app, not just a stripped-down view.

  • 🟣 Extract Text from Image Attachments Built-in OCR pulls text directly from images attached to case comments, turning screenshots and photos into searchable, usable case content instead of dead weight.

  • 🟣 Schedule Replies on the Customer's Clock Time zone-aware comment scheduling sends drafts when they should go out, not just when an agent happens to hit send.

  • 🟣 A Comment Page Built Around Your Team Personalize the Add Case Comment page with attachments, canned comments, and the fields your team actually needs. Draft, preview, schedule, and update case fields from a single screen.

  • 🟣 Stop Writing the Same Reply Twice Pre-defined canned comment templates let agents drop in ready-made responses instead of typing the same answer from scratch every time, right from the Add Case Comment editor.

Email to Case Advance is built to tackle the everyday challenges of managing customer emails in Salesforce. It helps reduce clutter, ensures data accuracy, and makes case handling simpler for agents and smoother for customers. Features: - Prevent Public File Link Creation - Prevent Email Looping - Blacklist Domains and Emails - Account Approved Domains & Emails - Record Type-Based Configuration - Duplicate Case Merge/Delete - Personalized Comment Publisher Page - Enabled File Attachment - Switch Show between Public/Private Comments Checkbox - Keep Case and Account Teams in Loop Enabled File List Section - Sync with Available Recipient List - Auto Save Draft After Setting - Enable Case Summary Section - Enable Case Update Section - Public and Private FieldSet - Article Suggestions - Add Watchers to Cases - Image Text Extractor

Categories

Business Needs
Customer Service
Agent Productivity
Case Management
Industries
Financial Services
High Tech
Manufacturing
Personas
Administrator
Business Operations 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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
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.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package
Lightning App Builder

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