Integration User Exclusions from Salesforce Duplicate Rules or Validation Rules

What are Salesforce Duplicate Rules?

A Salesforce duplicate rule is a mechanism designed to prevent the creation of duplicate records within the Salesforce platform. It operates by defining criteria that are used to identify potential duplicates when new records are being entered or existing records are being updated. These criteria typically include specific fields, such as email addresses or account names, which are crucial for unique record identification.

When a user attempts to create or modify a record, the duplicate rule evaluates the entered data against the defined criteria. If a match is found with existing records, the system can trigger alerts, prevent the creation/update, or provide suggestions for potential duplicates. Duplicate rules are instrumental in maintaining data accuracy and integrity within Salesforce, reducing the risk of redundant information and ensuring a clean and reliable database.

 

What is a Salesforce Validation Rule?

A Salesforce validation rule is a method used to enforce data quality and accuracy by defining specific criteria that must be met when users create or update records within the Salesforce platform. These rules are typically based on a set of conditions applied to one or more fields, ensuring that data adheres to predetermined standards or business logic.

When a user attempts to save a record, the validation rule evaluates the entered data against the defined criteria. If the conditions are not met, the rule triggers an error message, preventing the user from saving the record until the data meets the specified requirements. Validation rules are crucial for maintaining data consistency, preventing inaccuracies, and enforcing business processes in Salesforce. They contribute to the overall integrity and reliability of the data stored in the Salesforce platfor

How Duplicate + Validation Rules Affect Integrations

When there are active Duplicate Rules and Validation Rules within your instance, it can prevent integrations from third-party software systems from completing a particular action. Excluding the Integration User from these Duplicate or Validation rules can allow Integration Users to bypass these rules.

Excluding the Integration P from Duplicate / Validation Rules

If you would like to set up an exclusion please follow the following steps:
  1. Go to Salesforce Setup and search for Duplicate Rules or go find the validation rule you wish to edit in your Object Manager.
  2. Click into the specific Duplicate Rule / Validation Rule you would like to add an exclusion for.
  3. Click Edit
  4. Under the Conditions section, create a condition that excludes your Integration User from the rule.
      • Under Field, select Current User: Username or Current User; Profile
        • You may select a different Current User: _____ field if desired, such as Current User: Alias, or Current User: Email
      • Under Operator: select not equal to
      • Under Value: enter the Username for the LeanData Integration User. This is typically in the form of an email address.

If you have other rules, you will need to include this exclusion rule with an AND condition along with you other rules.Exclude-Salesforce-Integration-User-from-duplicate-and-validation-rules

Please note: this exclusion will not work for Scheduled One-Time Routing Jobs that are initiated by anyone other than the Integration User.