Validation Rules
Distribution Engine must update records in order to assign them by changing the owner. Sometimes customers have validation rules in place which can block updates and prevent Distribution Engine from…
Distribution Engine must update records in order to assign them by changing the owner. Sometimes customers have validation rules in place which can block updates and prevent Distribution Engine from assigning. Distribution Engine can't populate missing fields, or correct data, so validation rules should be set to avoid firing when its Distribution Engine that is making the assignment.
Avoiding Distribution Engine updates in validation rules
Distribution Engine sets some fields when it assigns "Is Distributed", "Date last distributed" for example. We can use these to determine if Distribution Engine is in the middle of an assignment and avoid firing validation rules.
To avoid DE in your assignment rule simply add a check for
NOT(ISCHANGED(n2de__Last_distributed__c ))
Example:
AND(
ISPICKVAL (LeadSource ,"Webinar"),
BLANK ( Webinar_name__c ),
NOT(ISCHANGED( n2de__Last_distributed__c ))
)
How did we do?
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