Email 2 Case - set up your email forwarding

In order for Email-to-Case to be able to create a Case in Salesforce, you need to set up an email address, add it into Salesforce, Verify it, and then set up mail forwarding on your email client side to the EMail Services Address.

 

  1. When you receive the verification email from Salesforce, click the the verification link. 

    1. A confirmation page opens in your web browser.

    2. Click the link on the confirmation page to continue to Salesforce. 

 

Next, set up the Mail Forwarding to the Email Services Address

 

If you are using outlook

  1. At the top of the page, select Settings> View all Outlook settings.

  2. Select Mail > Forwarding.

  3. To turn on forwarding, 

    1. Select Start forwarding, enter the forwarding email address (Email Services Address, Looks something like this: x@j-249keeyl4zoxwbq8f2ph2uj54wqoqss3jwl7x5an387x2fgq2x.5j-1jdqjeae.ap27.case.salesforce.com), and select Save.

If you are using Gmail. 

  1. In the top right, click Settings   See all settings.

  2. Click the Forwarding and POP/IMAP tab.

  3. In the "Forwarding" section, click Add a forwarding address.

  4. Enter the Email Services Address e.g x@j-249keeyl4zoxwbq8f2ph2uj54wqoqss3jwl7x5an387x2fgq2x.5j-1jdqjeae.ap27.case.salesforce.com

  5. Click Next to Proceed  OK.

  6. A verification message will be sent to us. Please let us know once you completed this step.

  7. Once we give you the activation code, please go back to the settings page for the Gmail account, and refresh your browser.

  8. Click the Forwarding and POP/IMAP tab.

  9. In the "Forwarding" section, select Forward a copy of incoming mail to.

  10. Choose what you want to happen with the Gmail copy of your emails. We recommend keeping Gmail's copy in the Inbox.

  11. At the bottom of the page, click Save Changes.