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Sunnyalex Email on Case Object
Hi,
I Have case object there is a tab called feed and under feed there is option to send email. So when email is getting draft then automatically it is adding 1 in number of email send feild which is present in Matrix tab.
I have tried with unchecking email draft from support setting but i want to increment the number of send mail to the field number of outgoing mail.
How to get that through flow any formula can you please provide for increment after email is send.
I Have case object there is a tab called feed and under feed there is option to send email. So when email is getting draft then automatically it is adding 1 in number of email send feild which is present in Matrix tab.
I have tried with unchecking email draft from support setting but i want to increment the number of send mail to the field number of outgoing mail.
How to get that through flow any formula can you please provide for increment after email is send.
To achieve the functionality of incrementing the "Number of Outgoing Mail" field in the "Matrix" tab of the "Case" object whenever an email is sent from the "Feed" tab, you can use a combination of Flows and Process Builder in Salesforce.
Here's a high-level overview of the steps involved:
Create a Flow: First, you'll create a Flow that will be triggered when an email is sent from the "Feed" tab.
Update the "Number of Outgoing Mail" field: In the Flow, you'll update the "Number of Outgoing Mail" field in the "Matrix" tab by incrementing its value by 1.
Use Process Builder: Set up a Process Builder that will be triggered when an email is sent from the "Feed" tab. The Process Builder will call the Flow you created in step 1.
Below are the detailed steps:
Step 1: Create a Flow
In Salesforce, go to Setup.
In the Quick Find/Search box, search for "Flows."
Click on "Flows" under Process Automation.
Click on "New Flow" and select the "Autolaunched Flow" option.
In the Flow Builder, add a Record Update element.
Configure the Record Update element to update the "Number of Outgoing Mail" field on the Case record. Increment the current value by 1.
Step 2: Create a Process Builder
In Salesforce, go to Setup.
In the Quick Find/Search box, search for "Process Builder."
Click on "Process Builder" under Process Automation.
Click on "New" to create a new process.
Give the process a name and description, and set the object as "Case."
For the trigger, select "A record changes."
Click on "Add Object" and select "FeedItem."
Set the criteria for the process to trigger. For example, you can set it to trigger when the "Type" is "EmailMessage."
Add an action to call the Flow you created in Step 1. Select "Flows" as the action type, then choose the Flow you created earlier.
Activate the Process Builder.
Now, whenever an email is sent from the "Feed" tab on the Case record, the Process Builder will be triggered, which, in turn, will call the Flow. The Flow will update the "Number of Outgoing Mail" field in the "Matrix" tab by incrementing its value by 1. (https://www.surveyzo.com/tellpopeyes/)