Review Triggers and Workflow Rules for Data.com Compatibility
- If you use triggers on any object that’s updated by Data.com, in Setup, from the object’s management settings, go to Triggers.
- Open and examine each trigger to make sure that your system or users don’t encounter unexpected results when records are updated. If you find that one or two triggers cause unexpected results, try adjusting those triggers.If you use Clean jobs and find multiple triggers that can cause unexpected results, bypass the triggers when jobs are run. Select that option on the Clean Preferences page. From Setup, enter Preferences in the Quick Find box, then select Preferences under Clean.If you use Data Integration and find multiple triggers that can cause unexpected results, bypass the triggers when data integration rules run. From Setup, enter Data Integration Rules in the Quick Find box. Select each rule, click Edit Rule Settings, select Bypass triggers, and then click Save.Note AppExchange data packages include custom objects and data integration rules. When you use data packages, triggers don’t bypass these custom objects, even if Bypass triggers is selected.
- If you use Clean jobs and find multiple triggers that can cause unexpected results, bypass the triggers when jobs are run. Select that option on the Clean Preferences page. From Setup, enter Preferences in the Quick Find box, then select Preferences under Clean.
- If you use Data Integration and find multiple triggers that can cause unexpected results, bypass the triggers when data integration rules run. From Setup, enter Data Integration Rules in the Quick Find box. Select each rule, click Edit Rule Settings, select Bypass triggers, and then click Save.Note AppExchange data packages include custom objects and data integration rules. When you use data packages, triggers don’t bypass these custom objects, even if Bypass triggers is selected.
- If you use workflows, from Setup, enter Workflow Rules in theQuick Find box, then select Workflow Rules.
- Open and examine each workflow rule to make sure that your system or users don’t encounter unexpected results when records are cleaned. If you find that one or two workflow rules cause unexpected results, try adjusting those rules.If you use Clean jobs and find multiple rules that can cause unexpected results, bypass the workflow rules when jobs are run. You can select that option on the Clean Preferences page. You can select that option on the Clean Preferences page. From Setup, enter Preferences in the Quick Find box, then select Preferences under Clean.If you use Data Integration and find multiple workflow rules that can cause unexpected results, bypass the workflow rules when data integration rules run. From Setup, enter Data Integration Rules in the Quick Find box. Select each rule, click Edit Rule Settings, select Bypass workflow rules, and click Save.
- If you use Clean jobs and find multiple rules that can cause unexpected results, bypass the workflow rules when jobs are run. You can select that option on the Clean Preferences page. You can select that option on the Clean Preferences page. From Setup, enter Preferences in the Quick Find box, then select Preferences under Clean.
- If you use Data Integration and find multiple workflow rules that can cause unexpected results, bypass the workflow rules when data integration rules run. From Setup, enter Data Integration Rules in the Quick Find box. Select each rule, click Edit Rule Settings, select Bypass workflow rules, and click Save.
- For all triggers and workflow rules you’re using, check results on affected object records.