Email to Case Premium Lightning Setup Experience

Summary

Starting in version 6.19, Email to Case Premium offers a completely redesigned setup experience specific for Lightning Experience users. Please read below for additional specifics.

Details

Starting in version 6.19, Email to Case Premium offers a redesigned setup experience specifically for Lightning Experience users.

Highlights of the New Setup Experience:

Central location to access configuration settings
Type-ahead search to find settings
Detailed documentation along with the settings
Familiar Lightning look and feel

How do I get to the new Setup?

The new setup can be accessed by navigating to the App Launcher and selecting "Email to Case Premium Setup." ("Email to Case Premium Setup Wizard" and "Email to Case Premium Settings" tabs apply specifically for Classic users.)

What new features are included?

A vast majority of the features & settings offered in the new setup are also available from the Classic setup experience. Key differences include:

Lightning New Comment Page specific settings (e.g. "Case Summary and Case Fields on Left")
Field Tracking within the Timeline
- NOTE: Custom fields on Case can be added to the Timeline Field Tracking Setup by enabling them in Salesforce Field History Tracking.

Along with the Field Tracking updates to Timeline, administrators now also have more flexibility on its display. Specifically, they'll be able to control:

Display of the Public and Private Comment buttons
Display of and the default state of the Timeline activity filters
Number of records to display for pagination

Is the Classic Setup going away?

No. The old setup experience is available for existing customers that have users in Classic. New customers installing versions 6.19 or newer should interact only with the setup experience in Lightning.

I've already configured Email to Case Premium using the Setup Wizard and Settings tabs. Will my configuration preferences carry over?

Yes. Configurations made on the Classic setup experience will be carried over to the Lightning setup experience. However, there are specific Lightning-Only settings that require configuration.

Will future settings be available on the old setup experience?

No. All future settings will only be accessible from the Lightning setup experience.

Permalink

http://kb.internetcreations.com/?kb=000004891

Support

Open a Case