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›Administrator's guide

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Using Email-to-Case feature

Salesforce provides the Email-to-Case feature that automatically turns emails into cases. The InCountry Data Residency for Salesforce package can support it by regulating the objects processed by the feature.

note

This functionality is supported in the legacy package only.

Configuring objects for Email-to-Case feature

To replicate PII fields to the InCountry platform, you need to configure the following objects:

  • Email Message

  • Case

  • Attachment

as well as place the InCountry trigger handler methods in triggers for the objects.

note

For the details on configuring Salesforce objects, please check our documentation.

Below you can find the examples of configuration:

For the Email message object:

Email message object

For the Case object:

Case object

For the Attachment object:

Attachment object

← Tracking changes to data regulation policies and regulated fieldsDebugging →
  • Configuring objects for Email-to-Case feature
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