Create a Case Rule that Picks Up Some Keywords From an Inbound Email

The user can make use of the Incoming Message case field when creating a case rule as long as the Email Case Capture is enabled in the account (Setup Company Enable Features CRM tab > Support section). 

To set up a case rule, please see the steps below.

Solution

  1. Navigate to Setup > Support > Case Rules > New 
  2. Click Case Fields, click Incoming Message
  3. In the Name field, enter a name for your case rule 
  4. In the Criteria field, select ‘contains’, and in the Incoming Message field, enter the keywords
  5. Click Save

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