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Steve HuseSteve Huse 

Auto case creation in PE?

Hi All,

 

We're using PE with Workflow and API enabled.  Until now we've found work-arounds for each PE limitation we've hit, but I'm struggling with this one.

 

We need a case to be automatically created when an opp is closed won.  I'm aware this is quite easily achieved with an Apex trigger in EE, but does anyone know of any work-arounds to achieve it in PE?

 

Thanks in advance.

 

Regards


Steve

dmchengdmcheng

You might be able to use Email to Case and have the workflow send an email.
Steve HuseSteve Huse

Thanks dmcheng,

 

I've been testing that idea, but with email-to-case, the case created is assigned to the account to which the senders email address is linked, which of course is my own on the basis that I'm the SF user who triggered the workflow to send the email-to-case email.

 

I need to get the email that's triggered by workflow on opp 'closed won' to look like its come from the account contact's email address, in order for it to assign the case to the relevant account.

 

I can't see a work-around for this?

 

Regards


Steve
dmchengdmcheng

No other way to do it but with Apex.