Page 7 - How do I Manage Cases In SalesForce
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Salesforce Hot Sheet
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5. Enter your response in the Body field.
6. Click the Send button.
Case Notification
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7. You will receive a Notification Email that the email was sent. The link in the email will take you to
the case in Salesforce.
Login will be required.
8. You will also receive a notification when the customer has responded to the email that
you sent regarding their case. It is recommended that you create an Outlook rule to automatically move emails
to a “SalesForce” specific folder.
You can read what the customer has sent, but you should only reply from the SalesForce case, repeating the email steps
above.
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