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Steven Barwald
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On this page |
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❓ Problem statement
Phone preference and Email preference do not point to a valid phone number and email address respectively
💡 Research insights
There are validation rules from AQ that will help users populate the corresponding Phone preference.
📊 Solution hypothesis
These validation rules will prevent updating the preference field where it does not point to a populated number or email.
Make the Phone and Email fields read only which is then fed by depending on the Phone / Email preference selected.
Considerations:
Email and Phone fields are not surfaced in Communication Channels:
Phone Data Mapping
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Telephone Data Business Rules
Salesforce Object | Field Name/s | Contains Custom Code / Workflow | Field Description | Business Rule | Data Quality Rule | Business Rule Committee Approval Date | ||||||||
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Contact: Phone and Email Preference | Phone Preference | Managed field that populates Phone field | AVE-106 Phone Number and Email integrity Drop Down box with the values of the 4x Telephone types below.  Phone is a linked field, syncing to the value on the associated ‘Phone Preference’ selection. eg Mobile. If Do Not Call box are ticked, it will not display a Preferred Telephone Number. | Business Rule:
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Contact: Phone and Email Preference | Phone | Phone is calculated field, pulling the values from the corresponding fields below. If Do Not Call box are ticked, it will not display a telephone number.
| AVE-106 Phone Number and Email integrity Phone is calculated field, pulling the values from the corresponding fields below. If Do Not Call box are ticked, it will not display a telephone number. Business Phone is a linked field pulling from the contacts employment record. | Phone is a standard Salesforce field. Phone is a linked field, syncing to the value on the associated ‘Phone Preference’ selection. eg Mobile. If Do Not Call box are ticked, it will not display a Preferred Telephone Number. |
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Contact: Phone and Email Preference | Account Phone | No | AVE-106 Phone Number and Email integrity
| Phone at Account Mailing Address | ||||||||||
Contact: Phone and Email Preference | Business Phone | No | AVE-106 Phone Number and Email integrity
| Phone at Contacts Primary Business Location | ||||||||||
Contact: Phone and Email Preference | Mobile Phone | No |
| Within Australia, mobile phone numbers begin with 04 or 05 – the Australian national trunk code 0, plus the mobile indicator 4 or 5 – followed by eight digits. This is generally written as 04XX XXX XXX within Australia, or as +61 4XX XXX XXX for an international audience |
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| Mobile-Phone | Mobile-Phone | |||||
Contact: Phone and Email Preference | Fax | No | AVE-106 Phone Number and Email integrity
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