I have a validation rule on accounts that requires users enter the State field. However, when they attempt to create contact through Gmail Integration they get an error. So, I modified my rule as follows but they are still getting errors when attempting to create Household Account. Any ideas? TIA
AND(
$Profile.Name <> "DevTeam",
RecordType.DeveloperName <> "Household",
ISBLANK(BillingState)
)
Okay without a way to identify that the record is being created via Gmail, it's pretty tough to exempt Gmail.
So you might have to amend your rule like this
AND(
$Profile.Name <> "DevTeam",
RecordType.DeveloperName <> "Household",
NOT(ISNEW()),
ISBLANK(BillingState)
)
That will let them create the record, but they'll need to update the Billing State if they ever edit the Contact
