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How-to guide

Post a reply from the Service Console

Send a reply on a case from the Service Console so the customer sees it, the case thread tracks it, and the agent productivity report counts it.

By Dipojjal Chakrabarti · Founder & Editor, Salesforce DictionaryLast updated May 26, 2026

Send a reply on a case from the Service Console so the customer sees it, the case thread tracks it, and the agent productivity report counts it.

  1. Open the case

    From the Service Console workspace, click the case row. The case detail loads in a primary tab and the activity feed loads on the right.

  2. Choose the reply type

    Click the Email action for an outbound customer reply, or Post for an internal Chatter comment, or Log a Call for a phone-based reply. The pick determines who sees the reply and whether it threads with the customer email.

  3. Compose with merge fields and templates

    Use the email template selector to load a pre-approved response. Personalize with merge fields for customer name, case number, and link to the self-service portal. Add attachments if the resolution includes a doc.

  4. Set visibility

    Toggle Public or Internal Only on a Case Comment. Public replies show in the Experience Cloud portal; internal-only replies stay inside Salesforce. Email replies are always public to the recipient.

  5. Send and verify thread

    Click Send. The reply appears in the case feed with a timestamp. Verify the outbound email shows the thread token in the subject so any customer reply lands back on the same case.

Gotchas
  • Email replies sent from outside Salesforce (a personal Gmail draft pasted to the customer) bypass the case feed and break the SLA timestamps. Always reply from the Service Console.
  • Marking a comment Public on a closed case can reopen the case automatically if the assignment rule is set to reopen on customer activity. Audit reopen logic before pushing closed-case comments.
  • Feed Comments inherit sharing from the parent feed item. A reply you post on a private group is invisible to anyone outside that group, including the case owner if they are not a member.
  • Auto-Reply rules can fire twice if both Web-to-Case and Email-to-Case match the same intake. Test new auto-reply rules in a sandbox before activating in production.

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