Overview
Who: GBU Data Stewards What: Fill an Excel template to update existing Email Mapping Rules, and send it via a freshdesk ticket.
Table of contents
Step-by-step
I. Identify accounts and users | |
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| Download the Excel template : https://solvay-crm.my.salesforce.com/01524000003G0He | |
| Open the excel template, and select "EMR Update" sheet. | |
II. Fill the Excel template | |
To update Email Mapping Rules, we need its ID.
To find them, run the report "Email Mapping Rules - Complaint", "Email Mapping Rules - Contract" or "Email Mapping Rules - Visit Report". These reports are in the GBU Data Stewards Reports folder | |
You should fill all the fields that are useful to define the rule (even if the values do not change). => You should copy the criteria from the report. When the file will be uploaded, if a cell is blanked it will be erased the actual value. |
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III. Send the template to CRM support via Freshdesk. | |
| Once filled, send the Excel file to CRM support via Freshdesk. |  |
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