Email Mapping Rules maintenance - GBU Data Stewards

You will find in this section guidelines to maintain email Mapping Rules for your GBU.

Objective : Email mapping rules allow to send email notifications to any "recurrent"  Solvay employees even if not in Salesforce (or generic mailbox) , according to criteria your GBU define , avoiding users  to add them each time in Visit report team , Complaint team.

1- since Winter19 release GBU data steward can easily Create / Update / Delete email Mapping rules directly from "email mapping rules list views" you must adapt to your need (options Edit / Clone / Delete ) .

2- to manage mass updates you can extract records into Excel file using reports "Email mapping rules"  from  " GBU Data steward" CRM Report folder  and create a Service one ticket  catalog item Account & Contact Management (must contain email mapping rule code  'ex: EMR-7540

If you want to display all existing email Mapping Rules for your GBU, you can adapt existing report from folder GBU Data steward  Email Mapping Rules . For request of for mass upload,  email Mapping Rule: ID  will be required in the report ! This ID is the unique key to Update or Delete Email Mapping Rules, in report or list view the email mapping rule name is used to open the record.

For example: 

To complete the Email Mapping Rules template, you have to know where and when each field is used.

See below :

As you can see, you need to provide  Salesforce Id in columns => need to create reports.

1. To find the Corporate Group ID:
   Create new report with "Accounts" report type
   Filter on Account Record Type = Corporate Group
   You can also add a filter on the Account Name if needed
   Add the Account  Name and Account ID fields
   
   => Fill the template with the Account ID 
   
   
   
2. To find the Resolution Site Code ID:
   Create new report with "Utilities" report type
   Filter on Type = Plant
   You can also add a filter on Utility : Name if needed
   Add the Utility : Name and Utiliy : ID fields
   
   => Fill the template with the Utility : ID
   
   
   
3. To find the Product Family ID:
   Create new report with "Products with product ID" report type
   Filter on Level = Level 3
   You can also filter on your GBU or on the product name if needed
   Add the Product Name and the Product ID fields
   
   => Fill the template with the Product ID
   
   
4. To find the User ID:
   Create new report with "Users" report type
   You can filter on First Name, Last Name or Email if needed
   Add First Name, Last Name, Email and User ID fields
   
   => Fill the template with the User ID

• Email Mapping Rules - Creation
• Email Mapping Rules - Deletion
• Email Mapping Rules - Update

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