SIDE BY SIDE
Targeted Detection vs Redundant Detection
Email Scrubber gives you two independent ways to find email messages worth archiving. Here's how each one works, when to use which, and why most orgs eventually run both.
RECOMMENDED STARTING POINT
Targeted Detection
Archives email messages based on rules you defined about the case they belong to.
CONSERVATIVE - DUPLICATE FOCUSED
Redundant Detection
Finds duplicate emails by recreating thread in the email header.
Why choose Targeted Detection?
Targeted Detection provides a straight-forward easy to communicate approach to archiving. Once a case crosses the specific threshhold, all the related email messages are archived.
Why Redundant Detection?
Redundant Detection removes unnecessary redundant emails from the case. Once an email is flagged as redundant and the case crosses the specific threshold, the email message is archived.
While effective, the Redundant Detection approach is not a straightforward communication. This is especially true for users unfamiliar with email headers and email header thread ids.
How Targeted Detection works
Configured through the Declutter Setup Custom Metadata Type.
You define filter criteria. For example, case is closed more than 18 months ago.
The Email Scrubber Archive batch will archive every email message that matches the criteria on a rolling forward basis.
One filter criteria, one batch process.
How Redundant Detection works
Redundant Detection requires the Save Email Headers option to be active in your instance. The Redundant Detection batch identifies email messages that are "Redundant" based on their placement in the email header thread.
The Email Scrubber Archive batch will archive email messages flagged by the Redundant Detection batch based on your filter criteria.
Two filter criteria, two batch processes.
COMBINING THEM
Using Both Approaches Together
These two methods aren't either/or. Implementations can combine both options leveraging different criteria. For example, a typical combination implementation
24+ months closed
Targeted Detection
Archive all email message on any case closed more than 24 months ago.
Redundant and 12+ months closed
Redundant Detection
Archive all email message flaffed as redundant on any case closed more than 24 months ago.