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In previous posts I talked about Automatic Record Creation (ARC) Rules, which can be very useful, for example, to create cases from emails. In 2020 release wave 2, an new utility was introduced to monitor these rules: Activity Monitor. You can find this utility in Customer Service Hub > Service Management > Case Settings > … Continue reading Enable ARC Rules Activity Monitor
In my previous post, I introduced the new Automatic Record Creation rules in the Customer Service Hub app. In this new post, I'm going to expand this topic to use conditions and actions. This will allow us really to generate other records and I'll show you an example to group emails by case. I have … Continue reading [email-IV] Automatic Record Creation Rules actions
In my previous posts, I described how to create a common mailbox and handle the creation of contacts. In this new article, I´m going to introduce the Automatic Record Creation rules and some of their latest features. Automatic Record Creation Rules have been a useful tool to enable non-developers to create business rules around emails … Continue reading [email-III] Automatic Record Creation Rules intro
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