Targeted Detection
Email Scrubber's Targeted Detection leverages your Salesforce data to identify email messages that are no longer needed for day to day business transactions.
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For example, a common business use case may identify targeted email messages as email messages where
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The Case is Closed
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The Case has been closed for more than 18 months
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The Case was not related to Product X
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Configure Declutter Setup Custom Metadata Type
All Email Scrubber processing logic is controlled by the Declutter Setup Custom Metadata Type. Please review the documentation for a complete list of its capabilities.
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As we are interested in archiving any email message related to a case that has been closed more than 18 months, we will set the Archive Batch where condition to:​​​​
WHERE ParentId != null
AND Parent.IsClosed = true
AND Parent.ClosedDate < LAST_N_MONTHS:18
Schedule the Archive Records Batch
For clients on Email Scrubber version 5.0 and higher, a one-time Email Scrubber Archive Records batch can be executed directly from the Email Scrubber app page. ​​
For clients on an Email Scrubber version prior to 5.0, a one-time Email Scrubber Archive Records batch can be executed via apex with the following command. ​​
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emailscrubber.archiveRecords batchApex = new emailscrubber.archiveRecords();
Id batchprocessid = Database.executeBatch(batchApex, 200);
Review the Results
Upon batch completion, Email Message records will be archived and available in the archive object.​