How to do an Email to Case Salesforce Setup

The email to case agent from Salesforce is installed on an email server to fetch all messages from the email server. There are many ways that you can benefit from using Salesforce email to case agent. Before you can start using Salesforce email to the case, you need to learn a few things about how to configure the email to case Salesforce setup. With the email to case Salesforce setup, you will be able to configure this agent with your email server and benefit from its numerous features. Most email systems and software have a limit on file attachment sizes, With the email to a case from Salesforce, you will be able to save large file attachments to a hard drive located on your email server.

Prerequisites for Email to case Salesforce setup

1.You must have a Java Development Kit (JDK) 1.5.0 _07 or later to configure email to case documents. 2.You must enable email to case In Salesforce. 3.You must have some administrative privileges with an email account that supports I-M-A-P protocol. 4.Once you have downloaded the email to case agent, you will find three import folders on its package: sfdcConfig.txt, email2case.txt and email2case.bat. Each of these folders requires some configuration in order to work properly.

Configuring the “Email2case.txt” folder and document

Configure the following parameters to their default settings:

The URL – If you want to learn how to use Salesforce agent effectively, you must set the correct URL response on your email server. In the URL parameter just name the mail server that you would like to connect with.

Port- In the port parameter just name the port that connects to the mail server, if you don’t provide it an optional default “Port:143” will be used.

Protocol- Use IMAP as the default protocol but if you want to connect with SSL encrypted servers such as GMAIL, use IMAP and “Port 993”.

Username– Insert the name of the user that will be login to the mail server. Salesforce import users feature can also be used to configure the usernames and passwords that will be used by the email to case agent.

Password- Insert the password that will be used to authenticate the user against the mail server.

Interval –Set the time interval for fetching messages from the email server. (The time interval should be in minutes)

Any other parameter should be left to stay in its own default setup.

Configuring “SfdcConfig.txt” folder and its document

When using email templates from Salesforce, you will require setting some default options that will allow you to only edit some few parts of the Email templates. Configuring the “sfdcConfig.txt” document will allow you to set some default parameters for “email templates Salesforce

NOTIFYEMAIL – In this parameter of the Salesforce email template, insert email addresses of clients that you want to send notifications. Separate every email with a Comma.

FROM- Insert the email that you want your recipients to see as the sender.

HOST- Use SMTP host for your email to case Salesforce setup and any other type of host that you want.

Any other parameters in the “sfdcConfig.txt” should be left to stay in their default configuration.

Salesforce has a size limit on email file attachments. When an email attachment exceeds the specified limit, the email to case agent can be used to strip the email files and store them on a specified path of the server hard drive. The above article on email to case Salesforce setup will guide you on how to configure an email to case agent that will help you to handle emails on your mail server.

Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.