In 1711 release, SuccessFactors introduced the functionality of workflow email customization. Using this functionality, we can trigger mass email communication to employees for different purpose.
We will use custom MDF & Workflow email customization functionality to trigger mass email. For my demo purpose I have used two different scenarios.
- System unavailability due to Cut-over activity.
- System unavailability due to SF quarterly release.
Let’s See how to configure it:
Step 1: Create Document Generation Templates.
Sample Template for Cut-over:
Sample Template for Release:
Step 2: Create Workflow Group. Here add the recipients to whom you want to send communication email. In the below group I have added two employees.
Step 3: Create Workflows.
Sample Workflow for Cut-over:
Sample Workflow for Release:
Step 4: Create MDF, the driver of the email trigger. I have created very simple MDF. Based on your requirement you can add other fields in the MDF.
Step 5: Create Rule to trigger workflow for different scenarios.
Step 6: Assign the rule in the MDF Save Rules.
All set. Let’s trigger mass email communication.
Go to Manage Data and create/edit the custom MDF record.
1st I am triggering mass email for Cut-over Activity. Hence from the MDF record drop down I am selecting “Outage due to cut-over.” The drop-down was configured in the MDF ( Pick list).
Save the Data & it will trigger mass email.
In the same way I have triggered email for system unavailability due to release.
So don’t wait. If client wants offer this functionality to them.