Package: Recruiting(JS2)

Configuration & Use of Email Hierarchy Folders

New in JobscienceWinter 17, codenamed Moose, comes the ability to setup a hierarchy flow/organization of Email Template Folders. The setup steps are found below and must be completed by a User with System Admin permissions to the database. The use steps can be completed by any User with permissions to the JobscienceEmail UI.

This feature can be used in conjunction with 'Visual Email' & 'Locked Email' functionality.

Prep Work

Decide the Organization

  1. Navigate to Setup > Communication Templates > Email Templates.

  2. Decide if new Email Template Folders will be necessary to support the desired hierarchy setup. If so, create those now.

  3. Decide the organizational nested design of your desired hierarchy setup. Example, which Folders will be parents? Which will be Child? Please note, Jobsciencehas successfully tested with 3 tier levels of hierarchy and currently unknown to the amount of Children a Parent could support.

    • Parent 1 Folder

      • Child 1 Folder

      • Child 2 Folder

        • Grandchild 1 Folder

    • Parent 2 Folder

      • Child 1 Folder

    • etc...

Capture Folder ID's

  1. Navigate to Setup > Communication Templates > Email Templates.

  2. Make a list of the desired Folders that will be apart of the hierarchy setup and their desired order in the hierarchy.

  3. Access each individual Folder and capture the ID found in the URL.

    • Example URL's:

      • https://mycompanyname.my.salesforce.com/00X?setupid=CommunicationTemplatesEmail&fcf=00l3A000002bte7

      • https://na12.salesforce.com/00X?setupid=CommunicationTemplatesEmail&fcf=00l3A000002bte7

Configuration

Create the Metadata

  1. Navigate to Setup > Develop > Custom Metadata Types.

  2. Select Manage Records for Template Folders.

  3. Click New.

    • Label: Email Template Folder name that is visible to End Users. It's recommended to use the same value from the actual Email Template from step 1.

    • Folder ID: Value captured in step 3

    • Parent Folder ID: Value captured in step 3 for the desired Parent

      • If this Metadata Record is for a Parent Folder, then input the Salesforce Org ID. Found by going to Setup > Company Profile > Company Information > Salessforce.com Organization ID.

Repeat these steps for each Folder in the hierarchy.

Use

  1. Access the JobscienceEmail UI.

  2. Access the Email Template selector UI. Notice a carrot symbol is available next to Folder(s) that are apart of the hierarchy.

  3. Folders can be nested to many levels.