Streamline Operations with Salesforce Email Services: Automate, Optimize, and Excel

11:45 AM - 12:30 PM

Salon II

Are you ready to revolutionize the way your organization handles email communication? Salesforce Email Services empowers businesses and institutions to automate workflows, improve customer service, and maintain centralized, accurate data. Whether you’re in government, financial services, legal, or education, this dynamic feature enables you to integrate email-based interactions directly with Salesforce records for a seamless, scalable solution to everyday challenges.

In this session, you’ll discover how Salesforce Email Services can transform routine email processing into a powerful automation tool that enhances efficiency and accuracy. Learn how organizations like yours are using this capability to:

Government Services: Automatically create and assign cases for streetlight repairs or potholes from citizen emails, ensuring the correct record type is generated and routed to the appropriate team.
Financial Services: Update mortgage application statuses dynamically by parsing data from customer emails containing Application IDs.
Legal Sector: Automate document handling for law firms by associating emailed files with the correct Salesforce records based on case identifiers in the email subject.
Operations Management: Log automation-related error notifications sent by system users, providing a complete history for monitoring and troubleshooting.
Education: Streamline student support by processing inquiries about registration, financial aid, or housing, routing them automatically to the relevant department based on the sender’s university email.

This session will not only showcase real-world examples but will also delve into best practices for designing and implementing Salesforce Email Services to meet your organization’s unique needs. Attendees will gain actionable insights on setting up email processing rules, leveraging custom Apex logic, and integrating email automation into existing workflows to maximize productivity.

Join us to explore how you can transform email chaos into a well-oiled automation machine with Salesforce Email Services. Take the first step toward smarter email automation—this is the session you won’t want to miss!

Robert Davis

Salesforce Solution Architect

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