Overview
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Who: GBU Data Stewards What: Fill an Excel template to delete existing Email Mapping Rules, and send it via a freshdesk ticket. |
Table of contents
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Step-by-step
I. Identify accounts and users | |
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| Download the Excel template : https://solvay-crm.my.salesforce.com/01524000003G0He or just indicate EMR id or link in Service one request | |
| Open the excel template, and select "EMR Deletion" sheet. | |
II. Fill the Excel template | |
You can refer to this page to have the global description of all the template columns | |
To delete EMR, we only need the EMR 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 |
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III. Send the template to CRM support viaFreshdesk.Service One | |
| Once filled, send the Excel file to CRM support via Freshdesk.attach template or just give the link if only one to delete in catalog request corresponding to the process in Service One. |
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