Email to Case

The EmailToCase template allows users to configure either On-Demand Email-to-Case or standard Email-to-Case settings within Salesforce via AutoRABIT.

Steps to Create the EmailToCase Template

1. Log in to your AutoRABIT account.

2. Navigate to the Env. Pro. module.

3. Click Create New Template.

4. Select the Create Unsupported Metadata Template tab.

5. Enter a template name and a short description.

6. Check the EmailToCase box under the Email to Case Setting section.

7. Click Add.

8. On the next screen, a Test Case Name is automatically generated. Click Add to provide custom test data. Fill in the necessary details, then click Save.

   

   EmailToCase Test Case Screen
9. Click Save again to finalize and save the template.

10. After creation, you will be redirected to the Environment Provisioning History screen.

11. Click Run to execute the template in your destination org.

12. Choose the destination org from the dropdown and provide email address(es) to receive notification emails.

13. Under Post Deployment Steps, select the recently created test cases.

14. Visit the View History page for a comprehensive summary of the executed operations.