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Topics#Data ManagementAdrienne Cutcliffe의 질문
Adrienne Cutcliffe (Flight Centre Travel Group) 님이 #Data Management에 질문했습니다
2017년 1월 12일 오전 1:36

Validation exclusions for third party providers!

So, some background. One of our users has recently signed a contract to install something from the App Exchange into our org. This app imports lead, contact and account data into the system to assist our Sales Reps in the selling process, however, we're running into an issue now where they seem to be hitting all our validation rules. We thought about maybe putting an exclusion in for these records as they all do have one common denominator (a field called AVID [API name iSell__OSKeyID__c] filled in) excepted putting a NOT(ISBLANK(iSell__OSKeyID__c)) wouldn't work as the validation rules are for data quality, meaning we'd still want a users manual edit after the fact to trigger the rule again.

 

Below is an example of what we've tried to do, we thought maybe a NOT(ISCHANGED(iSell__OSKeyID__c)) would help us but it still seems to be hitting the validation rule. Any help would be HUGELY appreciated :)

 

VAL Rule example:

 

AND (

 

         NOT CONTAINS($Profile.Name, "SFtools"), 

 

         NOT CONTAINS($Profile.Name, "API Marketo"),

 

         NOT $Setup.Valskip__c.Valskip__c,  /* Code exclusion on VAL rule*/ 

 

         NOT ISCHANGED(OwnerId), /* Exclude VAL on owner change*/

 

         LEFT(OwnerId, 3) <> "00Q",

 

         ISPICKVAL(Country_Code__c, "AU - Australia"),

 

         NOT(ISCHANGED(iSell__OSKeyID__c)), /*Avention Exclusion*/ 

 

         NOT(OR(

 

                   UPPER(State)="NSW",UPPER(State)="ACT",

 

                   UPPER(State)="TAS",UPPER(State)="NT",UPPER(State)="VIC",

 

                   UPPER(State)="QLD",UPPER(State)="SA",UPPER(State)="WA")),

 

         NOT ISPICKVAL(LeadSource, "Web to Lead"), 

 

         NOT ISPICKVAL(Lead_Source_Category__c, "Web") 

 

)
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