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Author's profile photo Sandip Biswas

It’s really Possible!!! To trigger mass email Communication from SuccessFactors Employee Central

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.

Sample rule: 

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.

Sample Email:

In the same way I have triggered email for system unavailability due to release.

Sample Emails:

 

So don’t wait. If client wants offer this functionality to them.

 

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      4 Comments
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      Author's profile photo Niladri Bihari Nayak
      Niladri Bihari Nayak

      Excellent one Sandip ! Keep up the good work.

       

      Regards,

      Niladri

      Author's profile photo Sukanta Rudra
      Sukanta Rudra

      Hi,

      Would be nice if some one could help me out.

      1. How to add the picklist list values in custom MDF for trigger email option: Outage due to cutover, Outage due to release.
      2. Was not able to find custom MDF object in Manage Data. I tried using the KBA note  2600734 without any help. Hence, unable to start the mass triggering of email.

      Thanks.

      S Rudra

       

      2600734

       

      Author's profile photo Mahesh Patil
      Mahesh Patil

      Nice blog Sandip.

       

      Could you let me know how to send multiple triggers with this method?

      I have requirement to trigger two different mails each for manager & employee. but system is currently sending mail to first configures role only.

      Thanks in Advance.

       

      Author's profile photo Vladimir Latyshenko
      Vladimir Latyshenko

      It looks nice! Thanks!