Overview
Validation rules in your Salesforce org may prevent Integrous Analytics from updating crucial Attribution and Sales Progression tracking, which should work independently of your other business processes.
This article explains how to resolve these conflicts while maintaining your business rules.
Fields Affected By Bypassing
When Validation Rules are bypassed, our system only updates a limited set of fields:
Our own custom fields for measuring Attribution and Sales Progression
Just two standard fields, and only if you configure us to:
Lead Source (if Lead Source Override enabled) on Leads and Contacts
Lead Status/Contact Status (if Reactivation Status configured) on Leads and Contacts
How to Implement It
We support bypassing Validation Rules on the following objects:
Lead
Contact
Opportunity
Task
To implement, add this condition to any conflicting validation rule:
NOT(ISCHANGED(integrous__IAExternalExecutionContext__c))
Note: There isn't a global setting to allow our system to skip all Validation Rules. Each rule needs to be updated individually.
Example:
For example, to avoid conflicts with this Opportunity Validation Rule:
AND(
ISPICKVAL(StageName, "Closed Won"),
ISBLANK(AE_Notes__c)
)Update it as follows:
AND(
NOT(ISCHANGED(integrous__IAExternalExecutionContext__c)),
ISPICKVAL(StageName,"Closed Won"),
ISBLANK(AE_Notes__c)
)