function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
SravKSravK 

Exclude Cirrus Insight Activity on Salesforce Validation

I have a validation rule on Salesforce that works fine already.

AND(
(ISBLANK(  Completed_Date__c )),
ISPICKVAL( Status ,"Completed"))

This rule forces the user to enter "Completed Date" once the task is marked as "Completed". But this rule is interfering on "Add to Salesforce" functionality from Cirrus Insight since all the Emails added to salesforce through Cirrus are created as tasks on Salesforce, and are marked as "Completed" by default. Can someone help me write an exception to the rule that would exclude Cirrus Insight "Add to Salesforce" activity on this Validation Rule.

Thanks,
ryanhca123ryanhca123
@sravk:

There's a pretty easy way to do this. When Cirrus Insight creates a record (any record) in Salesforce, it will look for a checkbox field called "Created by Cirrus Insight" (API Name: Created_by_Cirrus_Insight__c) and it will check that field. You can use the presence and value of that field to either adjust your validation rule, or to create a workflow rule that sets the Completed Date to the current date for those emails. 

You can either create that field yourself OR install our free package from the AppExchange, Cirrus Analytics:
https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B56GaEAJ

In addition to coming with "Created by Cirrus Insight" checkboxes for most of the standard objects, it comes with a lot of great canned reports that show email effectiveness and Cirrus Insight adoption. 

HTH
The Cirrus Insight Team
http://www.cirrusinsight.com/support/
ryanhca123ryanhca123
btw, it's best to "Refresh Cirrus Insight" from the "Account Info" area in the CI settings after installing the package so that CI can pick up on the new field(s).