Email-to-Case
Salesforce Email-to-Case with SharePoint integration
With File 365 Email-to-Case functionality Salesforce Service Cloud becomes even more powerful.
Email-to-Case support
- Incoming mail attachments are linked to the case record and automatically stored in SharePoint.
- Inline images, such as company logos, are not transferred to SharePoint
- Optionally, keep Salesforce Files and SharePoint Files in sync
- Customize Office documents from Salesforce and forward an email with a customized attachment.
No need to download and upload files back to Salesforce. - Save time by forwarding customized documents
- Supports merging of records.