Category: email-to-case

In today’s post, I am going to share some of my favorite Admin features from Winter 21 release.SurveyWhile creating the survey, admins now have the option of saving the survey as a template. After creating the template, users can open it and make a copy from the top-right menu to create their own survey based on the template.Flow EnhancementsI have written a separate post covering only flow enhancements coming with Winter 21 release.Here is the post – Winter 21 Flow EnhancementsDynamic Form    With this release, admins now have the power to select the position of the fields in the page layout. As of today, this is only available to custom objects and Lightning App Builder.When admins will open the record details section from the Lightning page in App Builder, they will be presented with the option to Upgrade (as shown below). Selecting the upgrade option will provide the admins the option to create dynamic forms by positioning fields in different sections on the layout.Even admins can click on the “Analyze” button at the top right section which will provide them the option whether the customization is good from a performance standpoint.No More Ref IDs in Email-to-CaseRef IDs are not always our good friend when dealing with Email-to-Case, as people tend to delete, modify those ugly looking ids when sending emails/replies and that always causes problems with case routing.The good...