How can I create a case in SFDC based on the feedback I recieve on KC bot in PX?

Related products: PX Integrations

Hello Community users,

 

Use case: I want to convert the feedback from KC Bot as cases into Salesforce. Is that possible?

Yes, it is possible.

 

How?

Need to enable email forwarding on PX subscription and Email to Case on your salesforce Subscription

 

Any Prerequisites?

  1. Enable Email to Case on SFDC
  2. Enable KC Bot Feedback option in PX
  3. Enable Email Forwarding in PX with Email Services Address
  4. Configure the Email Forwarding on your mail settings (IT team can help)
    I prefer to check the email domain settings and forwarding settings with your IT team before doing it.

 

Any Live Walkthrough Session?
Ofcourse, yes, watch this video recording: Click Here to Access the Video
This video explains the basic overview/outline on creating the email to case.

 

Thanks

Dileep Nalla

 

 

Nice use case Dileep!