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Salesforce requires a primary Contact to be included in template-driven outbound emails such as those sent via Email to Case Premium (E2CP). To successfully send emails without the Case Contact, Email to Case Premium can automatically substitute a Contact you pre-define.
- The Contact needs to be associated with an Account that all E2CP users have Read access to. If you have an Account for your organization, that would probably be a good choice.
- The Substitute Contact’s first and last name can contain whatever text you like.
- Note that although the contact is needed for template rendering, it will not be included in emails.
Setting up Contact Substitution:
- Create a New Contact.
- Specify the name, account, and email address (optional) above and save it.
- Go back to the setup wizard and select the Contact you just created as your Substitute Contact.
Notes:
- If you're using a Visualforce email template, and Contact Substitution has not been configured, the running user will be automatically copied on all outbound emails sent via Email to Case Premium.
- Emails sent to the substitute contact will count towards the Salesforce Single Email Limit.