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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

  • The Case is Closed

  • The Case has been closed for more than 18 months

  • 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

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The Email Scrubber Archive Records batch process can also be run via apex as needed. 

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Declutter_Setup__mdt dSetup = declutterUtility.getSettings();

 

 emailscrubber.archiveRecords batchApex = new emailscrubber.archiveRecords();

Id batchprocessid = Database.executeBatch(batchApex, Integer.valueOf(dSetup.EmailScrubber__Archive_Batch_Size__c));

Review the Results

Upon batch completion, Email Message records will be archived and available in the archive object.​

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