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Creating Communications Driver Profiles


You first create a communications driver profile. After you create the profile, you assign overrides to the profile. For more information, see Assigning Parameter Overrides to Communications Driver Profiles.

To create this profile, you use the information that you gather during the planning process. For more information, see Setup Information for Siebel Email Response.

This task is a step in Process of Setting Up Communications Driver Profiles.

To create a communications driver profile

  1. Navigate to the Administration - Communications screen, then the Communications Drivers and Profiles view.
  2. In the Communications Drivers list, select Internet SMTP/POP3 Server or Internet SMTP/IMAP Server.
  3. In the Profiles list, create a new record, and complete the necessary fields.

    The fields are described in the following table.

    Field
    Description

    Name

    Type the name of the profile (the mailbox that you want to monitor). It is recommended that you use the email address of the profile name.

    Organization

    Select an organization to associate with the profile.

    • If your company has only one organization, then do not change the default value.
    • If your company has multiple organizations, then click the select button and select the appropriate organization in the Pick Organization dialog box.

      When an email sender has contact records that exist in multiple organizations, Siebel Email Response can use the organization ID on the receiving profile to look up the sender. You must add an input argument named Lookup Sender By Organization to the response group and set the value to True. This value also determines the profile that shows in the drop-down list.

    Responsibilities

    Select the responsibilities for this profile in the Responsibilities dialog box.

    Responsibilities determine the email profiles that show in the From drop-down list on an email reply. Only the email profiles that are associated with these responsibilities show for users whose personal profiles contain the same responsibilities.

    The profile is visible to a user in the profile's context of use. For example, in Siebel Email Response and in the Send Email and Send Fax commands, the profile is visible if it meets one of the visibility criteria. For more information about the visibility criteria, see Contexts of Use for Communications Driver Profiles.

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