Set Up On-Demand Email-to-Case
- Set the Default Case Owner and Automated Case Owner for your organization.
- Enable and configure Email-to-Case.
- Enable and configure On-Demand Email-to-Case.
- Configure your routing address settings to customize the way Salesforce handles your customer emails.
- Test your email routing addresses by manually sending emails to them and verify that these emails convert to cases based on their routing address settings.
- Add the email address that you configured to your company's support website. Customers can use this email address to submit cases to your support team.
- Add the Email Quick Actions to the Cases page layout.
- Optionally, create email templates agents can use when replying to email. These templates can include merge fields that display information from the original email in the reply.