Parsing Cases To Send An Email To A Set Email Address for Every Case ....

[rjwaj]

I want to set up our cases to email to a fax server rather than to the "Contact" as it's set up now. 

We use mutliple different 3rd party maintenance vendors to respond to our Cases, so as a case is being set up in SFDC, our employees will pick a vendor from Accounts from SFDC. 

For the email, we would like to parse the Subject, Body, pluse pull the Vendor Contact Name, Vendor Company Name, Vendor Fax Number from SFDC Accounts. We've added a custom case field, with an Account Lookup field called Dispatched Vendor. 

Every Case will be sent to the exact same email account

We would like to parse the following into the email:

To Fax: Vendor Fax Number {pulled from SFDC, based on the Vendor lookup field selection}

From : My Company Name/Number:

User name

User custom fax #

Location of Service Request: {pulled from SFDC Contact Name of person who initiated the case)

Contact: SFDC lookup +Vendor selected in Case Field

Contact Phone:

Subject Line from Case:

Body of Case

Can we create a check box to trigger the fax, or do we need to set up a new F"ax" button?

[werewolf]

To do that parsing, you'll probably want to write an Apex trigger, probably on before insert.  You could also use a third-party tool like EpiAnalytics that does that kind of thing.

Once you've parsed the information out, you should store it in some custom fields on Case.  That would allow you to send the email using a standard email template using a workflow email alert.