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Overview

Excerpt

Who: GBU Data Stewards

What: Fill an Excel template to create new Email Mapping Rules, and send it via a freshdesk ticket.

Note: For Complaint and Visit Report, it is possible to add Email Mapping Rules to persons who are not in Salesforce

For Contract, only Salesforce users are available

I. Identify accounts and users Get the file
Download the Excel template : https://solvay-crm.my.salesforce.com/01524000003G0He
Open the excel template, and select "EMR Creation" sheet.
II. Fill the Excel template
You can refer to this page to have the global description of all the template columns
First of all, fill only the fields you need on your rule. i.e. if the BU field is empty it means that the person will receive an email whatever the BU chosen on the record if the BU field is filled with a value it means that the person will receive an email only if this BU has been selected on the record
The first column "Process Name" is mandatory. With this field, you select if the new rule is about Complaint, Visit Report or Contract => Columns B, C and D are autopopulated
All the yellow fields are formula fields => autopopulated All the green fields need to be filled using Salesforce ID => use reports to find the correct IDs (go to this page to have explanations on how to find them)
If record type = Complaint or Visit report, be careful with the field Email => if it is a wrong email adress, the person will never receive any email !

III. Send the template to CRM support via Freshdesk.
Once filled, send the Excel file to CRM support via Freshdesk.