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AVE-106 Phone Number and Email integrity
- rommel.ngo
- albie.roets
Status | IN PROGRESS |
Owner | @jessica.wood |
|---|---|
Contributors | @rommel.ngo |
Approved | @jessica.wood PENDING @AlainGasquet PENDING @Monica Kluegel PENDING Steven Barwald PENDING |
Due date | Sep 9, 2022 |
Decision |
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On this page |
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
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 |
|---|---|---|---|---|---|---|
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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| Nov 30, 2022 |
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.
| 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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| Nov 30, 2022 |
Contact: Phone and Email Preference | Account Phone
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| Phone at Account Mailing Address |
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Contact: Phone and Email Preference | Business Phone
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| Phone at Contacts Primary Business Location |
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Contact: Phone and Email Preference | Mobile Phone
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| 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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| Mar 15, 2023 |
Contact: Phone and Email Preference | Fax
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