How to Create Email to Case Integration in Salesforce

Email to Case is a Standard Salesforce feature that allows the case to be created from email. We will be looking into the details of On-Demand Email to Case.

1. Go to Setup-Search for Case and Select Email-to Case.

2. Click the ‘Edit’ Button...

3. Enable’ Email-to-Case’ and ‘On-Demand Service’

4. Click the ‘Save’ button…

5. Click the ‘New’ button in Routing addresses...

6. Enter Routing name and Email address. If you want to create a task from Email, check Create Task from Email checkbox and select the task status. Select Case origin and Case status.

7. Click the ‘Save’ Button...

8. Click the ‘Ok’ button to receive the Verification email...

9. Verify the routing address by clicking the link in the verification email.

10. Create Test Email with Subject and Body. Send an email to ‘Email Services Address’.

11. Check it in your Salesforce organization whether the case is created in Case object. Verify that Email Subject is properly populated in Case Subject and Email body gets populated in Case Description.