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 must update templates and create a freshdesk ticket.

If you want to see all existing email Mapping Rules, you can adapt existing report from folder GBU Data steward  Email Mapping Rules . 

Remind that to make updates , we need  email Mapping Rule: ID in the 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 :

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

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