Tuesday, May 21, 2019

Online Case Form: Customer Notification Field Group not Displayed

Below are the steps to change the notification email sent to the customer, when the case is submitted via Online case Form:
  1. Go to Setup > Support > Case Management > Online Case Forms.
  2. Edit the Online Case form
  3. Under Set Up Workflow > Customer Notification. select the template on SEND AUTO-REPLY EMAIL field.

If Customer Notification field group is not present:

  1. Go to Setup > Company > Enable Features > CRM  > Basic Features.
  2. Enable Marketing Automation
  3. Save.

Note:  For additional information, refer to the Online Case Forms documentation.

No comments:

Post a Comment