Bypassing Validation Rules Through Automation, Aaron Crear
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During this presentation we show two examples of uses cases that prevent users from manually updating records, but allow them to update records through automation fired by logging activities. Both solutions are completely declarative. Use Case #1 Hat-Trick Consulting wants to prevent sales reps from manually editing the Contact Status field. This field should only be updated when the rep has logged an activity to the contact. The type of activity dictates what status to change the record to. We will demonstrate two separate solutions for these similar uses cases, both are all declarative. Solution : To allow for the use case of prohibiting manual editing of the Contact Status field, while allowing related activities to update this field we will use a combination of functions that will include: 1 Validation Rule, 4 Custom fields, 3 Process Builders Use Case #2 Hat-Trick Consulting wants to prevent service reps from manually changing the case status field to “working”. This field should only be updated when the rep has logged a specific activity to the case. Solution: To allow for the use case of prohibiting manually moving the Case Status field to “working”, while allowing related activities to update this field we will use a combination of functions that will include: 1 Validation Rule, 1 Custom field, 1 Process Builder, 1 Flow
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Bypassing Validation Rules Through Automation, Aaron Crear
- 1. Bypassing Validations Rules Through Automation Aaron Crear
- 2. #CD19 Salesforce Goals Achieved Services: ● Administration ● Development ● Training Aaron Crear Founder & Principal
- 3. #CD19 Salesforce Changed my Life! Recovering Sales Manager - User since 2009 - Began self-learning to make my job easier - Became default Salesforce Admin Rolled the dice in June 2016, accomplishments to date - Began with Trailhead - 5 x Salesforce Certified - Full-time consulting practice with book of clients - Speaker at Dreamforce, Big Sky Dreamin’, Czech Dreamin’, dreamOle’, Florida Dreamin’ French Touch Dreamin’, Phillyforce, Midwest Dreamin’, Snowforce, Southeast Dreamin’, True North Dreamin’ - Lowell, MA User Group Leader, Northeast Dreamin’ Co-Organizer Why am I here?
- 4. #CD19 Validation rules are a useful method of maintaining data hygiene, orders of operations and ensuring that users follow the correct work processes. However, at times they can be a hinderance to being productive. In this presentation we will show you how to allow users to bypass validation rules to update records through their activities without allowing them to manually update records. Abstract
- 5. #CD19 Allow user actions to update records, but no manual editing of field. Hat-Trick Consulting wants to prevent sales reps from manually editing the Contact Status field. This field should only be updated when the rep has logged an activity to the contact. The type of activity dictates what status to change the record to. Use Case # 1
- 6. #CD19 Unsuccessful ● Add a validation rule that prevents reps from editing the contact status field ● Make the contact status field read only on the page layout ● Create automation that simply updates the field based on activity creation Result: Since the user is firing the automation from the record, they must have edit access on the page layout. Using this method causes an error for the automation, thus preventing them from logging the activity. Automation also catches on the validation rule if you try to leave the field as editable on the page layout. First-thought Solutions
- 7. #CD19 Successful To allow for the use case of prohibiting manual editing of the Contact Status field, while allowing related activities to update this field we will use a combination of functions that will include: ■ 1 Validation Rule ■ 4 Custom fields ■ 3 Process Builders Actual Solution
- 8. #CD19 Contact Object We will add four custom checkbox fields Contact object. These will be used with each of the three process builders. These fields can be left off the user page layout, however users need edit access. Leaving them on an admin layout is a good way to test and troubleshoot. Bypass_Validation__c Fire_Process_Builder__c SAL_Task__c SQL_Task__c Custom Fields
- 9. #CD19 Contact Object We will add a new validation rule on the Contact object that prevents users from editing the Contact Status field unless the new custom field Bypass Validation equals true. Validation Rule
- 10. #CD19 Set Bypass This process builder will set the Bypass Validation and either SAL Task or SQL Task on the Contact record, which essentially disables the validation rule. You can choose your own criteria, but this would run on either the Task, Event or both. Process Builder #1
- 11. #CD19 Update Contact Status This process builder will update the Contact Status and Fire Process Builder fields on the Contact record. The criteria is simply that the Bypass Validation field is true and either SAL Task or SQL Task are also true. Process Builder #2
- 12. #CD19 Clear Checkboxes This process builder will clear the Bypass Validation, Fire Process Builder, SAL Task and SQL Task fields. This re-establishes the validation rule from being bypassed. The criteria is that both the Bypass Validation and Fire Process Builder fields are true. Be sure to update theses fields in separate immediate actions. Process Builder #3
- 13. #CD19
- 14. #CD19 Allow user actions to update records, but no manual editing of field. Hat-Trick Consulting wants to prevent service reps from manually changing the case status field to “working”. This field should only be updated when the rep has logged a specific activity to the case. Use Case # 2
- 15. #CD19 Unsuccessful ● Add a validation rule that prevents reps from moving the case status field to “working” ● Make the case status field read only on the page layout ● Create automation that simply updates the field based on activity creation Result: Since the user is firing the automation from the record, they must have edit access on the page layout. Using this method causes an error for the automation, thus preventing them from logging the activity. Automation also catches on the validation rule if you try to leave the field as editable on the page layout. First-thought Solutions
- 16. #CD19 Successful To allow for the use case of prohibiting manually moving the Case Status field to “working”, while allowing related activities to update this field we will use a combination of functions that will include: ■ 1 Validation Rule ■ 1 Custom field ■ 1 Process Builder ■ 1 Flow Actual Solution
- 17. #CD19 Case Object We will add a custom checkbox field on the Case object. This will be used within the Flow an essentially disables our validation rule. This field can be left off the user page layout, however users need edit access. Leaving them on an admin layout is a good way to test and troubleshoot. Bypass_Validation__c Custom Field
- 18. #CD19 Case Object We will add a new validation rule on the Contact object that prevents users from moving the Status field to “working” unless the new custom field Bypass Validation equals true. Validation Rule
- 19. #CD19 Launch Flow This process builder will fire the Flow when a specific Task is related to the Case. You can choose your own criteria, but this would run on either the Task, Event or both. Process Builder
- 20. #CD19 Set Bypass, Change Status, Remove Bypass This Flow will set the Bypass Validation field to true, then change the Status to “working”, then set the Bypass Validation to false. A pause between separate record update elements is required. Flow
- 21. #CD19
- 22. #CD19 Aaron Crear Founder & Principal [email protected] @aaroncrear Other Tips • Turn on field history tracking for the fields used in the automation • Develop audit reports • Test, re-test and test again • Create notifications or dashboard components based on the contact status change
- 23. Thank you!