Salesforce automation · Apex
Streamline Operations with Salesforce Email Services
A practical session on turning inbound email into structured Salesforce work—from custom routing and attachment handling to operational error tracking, expense processing, and AI-assisted classification.
Presented at
Real-world email automation shared with the Salesforce community.
Session topics
When the inbox should become part of the business process.
- 01Choosing between Email-to-Case and a custom Apex Email Service
- 02Working with inbound email content, envelopes, headers, and attachments
- 03Routing arbitration messages and creating accountable follow-up work
- 04Turning Flow error emails into searchable, reportable records
- 05Processing receipt images and creating custom expense records
- 06Classifying email with AI and creating the appropriate Salesforce records
Original deck
Read the presentation.
This PDF is preserved as delivered for Southeast Dreamin'. Event branding, sponsor slides, links, demonstrations, and the HIKE2 professional affiliation reflect that historical edition.