Use Case: Redirect The Email After Case Is Closed

Here is a fun fact about me: I am a huge email-to-case fan! However it is quite a simple feature that doesn’t allow many modification. What if there are new emails coming in after a case is closed? How can we redirect them so other users can be notified? In this case, we can utilize automation to achieve our goals. Let’s jump into how to set this up!

* Big thanks to Kalyani for sending in the case!

Lulu Mobile use standard Email-To-Case feature as part of their customer support. If a customer sends in a new email after a case is closed, they want to redirect the email to a shared address so the team won’t miss the new information.

I said to “redirect” the email, but unfortunately we can’t really forward the actual email from the customer. What we can do instead, is to send a copy of the email to the desired address. We will do this with a Record-Triggered Flow that runs on Email Message object.

Flow Chart (deactivate last login date)

Steps (deactivate last login date)

Record-TriggeredGet Records
DecisionSend Email Action

Does the solution solve your problem? If not, write us what your problem is and we will build the flow for you!

Official Salesforce Help Article On Flow

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Kalyani

Thanks a lot Melody for this solution. Will try it out

Ed Dyer

Great solution! I am using this to keep the original case closed and create a new Case, to more cleanly separate the old from the new.

I ran into a couple issues:

  1. The “Sender Type” looks to be required and not optional (https://issues.salesforce.com/issue/a028c00000gAySBAA0/no-email-sent-from-scheduled-flow-if-sender-type-input-value-not-included-in-send-email-action)
  2. without changing Case Status from Closed, I get an infinite “Create new email” loop. I was able to break that by changing Case status, but the operation isn’t fast enough to prevent a couple emails being sent.
  3. Emails are still not creating a new case, just appending to the old one.