Name: Salesforce教程--設置自動回覆器 (Salesforce Tutorial - Setting up an auto-respoder)
Uploaded: 2023-01-25T18:25:37.000Z
Duration: 3 min 28 s

- [Christine] Have you ever sent an email to a company

- [Christine]你是否曾經向一家公司發送過電子郵件？

confirming they've received your request?

Autoresponders are great for notifying customers

自動回覆器是通知客戶的好幫手

that you've received their service request,

and they're great for setting expectations

about how quickly you'll be able to respond.

To create an autoresponse rule for cases,

要為案例創建一個自動回覆規則。

First, I'm going to navigate to Setup in the upper right.

首先，我將導航到右上方的設置。

Then I'm going to go down to Build and Customize.

You'll also see there's an Active window here,

你還會看到這裡有一個活動窗口。

I'm not going to select that yet until I create the rule.

在我創建規則之前，我還不打算選擇這個。

so that when someone emails our service department,

這樣，當有人給我們的服務部門發電子郵件時。

confirming that we received their request.

So I'm going to call it Email Confirmation Rule,

所以我打算把它稱為電子郵件確認規則。

是以，我將在這下面選擇 "新"。

and for Sort Order, I'm going to select 1

because it's the first thing that I want to happen.

因為這是我希望發生的第一件事。

And then I'm going to select anything from this scenario,

然後我將從這個方案中選擇任何東西。

so you can create criteria based on any of these items.

所以你可以根據這些項目中的任何一項來創建標準。

But I'm going to select the Case Origin equals email,

但我要選擇案例原點等同於電子郵件。

誰已經發送了一個電子郵件請求。

you need to include the name and email address

你需要包括姓名和電子郵件地址

It's going to be sent out directly from Service Cloud,

你希望使用什麼電子郵件地址。

And then the email address needs to be an email

然後，電子郵件地址需要是一個電子郵件

that is already part of the Service Cloud system.

這已經是服務雲系統的一部分。

It can not be an email that's never been used,

它不能是一個從未使用過的電子郵件。

it needs to be associated with your Service Cloud account.

它需要與你的服務雲賬戶相關聯。

And then you're going to select an email template to use,

然後你要選擇一個電子郵件模板來使用。

so you can use this magnifying glass here

所以你可以在這裡使用這個放大鏡

that you already have created in Email Templates.

你已經在電子郵件模板中創建了一個新的電子郵件模板。

If you have not yet created one that's appropriate for this,

如果你還沒有創建一個適合於此的。

現在請記住，這還不是主動的。

So to activate this rule, I need to hit Edit,

所以要激活這個規則，我需要點擊編輯。

This email confirmation rule is now active.

這個電子郵件確認規則現在已經激活。

of creating auto response rules in cases.

for different scenarios pretty easily in Service Cloud.

在服務雲中很容易為不同的場景提供服務。

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Salesforce教程--設置自動回覆器 (Salesforce Tutorial - Setting up an auto-respoder)

specific

sort

scenario

multiple