Email Mapping Rules - GBU Data Steward

You will find in this section all guidelines to handle Email Mapping Rules requests

Keep in mind that for Visit Report and Complaint you can add Email Mapping Rules for Solvay employees who are not in Salesforce.

They will receive email notification alerts automatically.

If you want to see all the existing Email Mapping Rules, you have to create a report using Email Mapping Rules report type. With it, you will be able to display all the Email Mapping Rules => don't forget to add Email Mapping Rule: ID to your report ! This ID is the unique key to Update or Delete Email Mapping Rules.

For example: 

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

See below some explanations:

As you can see, you need to provide some Salesforce Id in some 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

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