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Overview


Who: GBU Data Stewards

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

 

Table of contents


 

Step-by-step


 

I. Identify accounts and users

Download the Excel template : https://solvay-crm.my.salesforce.com/01524000003G0He 
Open the excel template, and select "EMR Update" sheet. 

II. Fill the Excel template

 

 
 

 

 

 

III. Send the template to CRM support via Freshdesk.

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

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