Using and Bypassing Required Fields
You can enrich fields in Salesforce using Datafox information by integrating your DataFox Account with Salesforce:
These are Salesforce fields where we fill in the data using our API. Any updated account information from DataFox will be automatically synced in Salesforce. The update happens depending on the frequency you have chosen (either daily, weekly, monthly, etc.). If you would like to turn any of the overwrites off, here’s how:
1. For each “required field” that you want to override for DataFox Sync, navigate to the field. Then, uncheck the Required field option.
2. Click on New Validation Rule:3. Enter the following in the formula:
AND(isblank( dfox__Id__c ),ISNEW()== TRUE)
4. Enter in an Error Message you would like to show when anyone is saving a new account outside of DataFox ID, that should require the field.tr update
5. Your end result should look like this:
Now you know how to bypass the required fields. Questions? Feedback? Your Customer Success team is here to help!
Contact us at firstname.lastname@example.org for further assistance.