Can SmartSheet trigger an email to case workflow via Salesforce connector?

NP New User

Currently in Salesforce we have a workflow that when the rep sends an email to a specific email address from the account record in Salesforce this triggers a new onboarding case with our support team.  What we would like to know is if we purchase the Salesforce Connector can we build a workflow to mirror this action to trigger the case for support with account specific data?

Andrée Starå

https://community.smartsheet.com/discussion/123536/can-smartsheet-trigger-an-email-to-case-workflow-via-salesforce-connector

Hi,

I hope you're well and safe!

Not sure I follow! How would you like it to work more specifically with the Connector? Can you elaborate?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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