Using and Bypassing Required Fields
If you are getting a required field error when pushing new accounts from DataFox to Salesforce, it's likely you have a field requirement on a field that DataFox cannot enrich.
When DataFox pushes new accounts to Salesforce, DataFox is unable to update a required field unless DataFox info is mapped to that field.
To workaround the field requirement, you can change the field requirement to a validation rule which allows DataFox to create new accounts without updating the field value.
Change Required Field to Validation Rule
1. For each required field in Salesforce, you'll want to uncheck the required field option:
You can then add a validation rule that will require users to enter a field value on a new account unless the account is being pushed from DataFox to Salesforce:
2. Once the validation rule page opens, you'll want to add a Rule Name and then add an Error Condition Formula. The formula depends on whether the field is a text field or picklist field. The below formulas use "Customer_Status__c" as the example field for the validation rule
Formula for text field:
AND(isblank( dfox__Id__c ),ISNEW()== TRUE, ISNULL(Customer_Status__c))
Formula for picklist field:
AND(isblank( dfox__Id__c ),ISNEW()== TRUE, ISPICKVAL(Customer_Status__c,""))
3. 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 update.
4. 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 email@example.com for further assistance.