Use Custom Fields and Validation Rules to Prevent Data.com Clean Jobs from Updating Records
- Create a custom field for each object in which there are records you want to prevent Clean jobs from automatically updating.Here’s an example of how to define the custom field.Field Value or SelectionField TypeCheckboxField Label Data.com Does Not Auto-UpdateDefault ValueUncheckedDescriptionPrevents automated Clean jobs from updating fields with the matched Data.com record‘s values.Help TextExclude this record from automated field updates from Data.com Clean jobs
- To block auto-updates on records that have Data.com Does NotAuto-Update (or whatever you’ve named the custom field) selected, create a validation rule. Here’s an example of how to define the validation rule for each object.Field Value or SelectionRule NameBlock_autoupdate_from_Data_comDescriptionRecord-level prevention of automated Clean jobs from automatically updating field values.Error Condition Formula (for Accounts)(YOUR CUSTOM FIELD API NAME ) && ($User.Alias = "autocln") && (ISCHANGED( DunsNumber ) || ISCHANGED( NumberOfEmployees ) || ISCHANGED( AnnualRevenue ) || ISCHANGED( TickerSymbol ) || ISCHANGED( Website ) || ISCHANGED( Industry ) || ISCHANGED( Ownership ) || ISCHANGED( BillingCity ) || ISCHANGED( BillingCountry ) || ISCHANGED( BillingState ) || ISCHANGED( BillingStreet ) || ISCHANGED( BillingPostalCode ) || ISCHANGED( Phone ) || ISCHANGED( Fax ) || ISCHANGED( Site ) || ISCHANGED( Tradestyle ) || ISCHANGED( YearStarted ) || ISCHANGED( Sic ) || ISCHANGED( SicDesc ) || ISCHANGED( NaicsCode ) || ISCHANGED( NaicsDesc ) || ISCHANGED( Description ) ) Error Condition Formula (for Contacts)(YOUR CUSTOM FIELD API NAME ) && ($User.Alias = "autocln") && (ISCHANGED( Title ) || ISCHANGED( Email ) || ISCHANGED( Phone ) || ISCHANGED( MailingStreet ) || ISCHANGED( MailingCity ) || ISCHANGED( MailingState ) || ISCHANGED( MailingCountry ) || ISCHANGED( MailingPostalCode ) )Error Condition Formula (for Leads)(YOUR CUSTOM FIELD API NAME ) && ($User.Alias = "autocln") && (ISCHANGED( Company ) || ISCHANGED( Title ) || ISCHANGED( Email ) || ISCHANGED( Phone ) || ISCHANGED( Street ) || ISCHANGED( City ) || ISCHANGED( State ) || ISCHANGED( PostalCode ) || ISCHANGED( Country ) || ISCHANGED( NumberOfEmployees ) || ISCHANGED( AnnualRevenue ) || ISCHANGED( Industry ) || ISCHANGED( CompanyDunsNumber ) )Error MessageThis record has been excluded from automated field updates from Data.com Clean jobs.
- Open each record that you don’t want to be auto-updated, and select DoNot Auto-Update (or whatever you’ve named the custom field).When automated jobs run, for each record that is not updated, you see a message in the job log: “This record has been excluded from automated fieldupdates from Data.com Clean jobs.”Tip You can use theData Loader or a custom trigger to select this checkbox for multiple records.