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Greg Poirier Excluding SalesforceIQ for Sales Cloud (the Gmail connector) from Validation Rules
We've run across a series of issues with the SalesforceIQ for Sales Cloud gmail integration. It is a great product, but it violates our validation rules on creating leads and accounts because you can't populate certain fields (like country) within gmail. This means that trying to create a new lead (if fields are required by a validation rule) from within Gmail is not possible.
Here is an example, we've made an Account validation rule ISBLANK(BillingCountry). It isn't a mandatory field (which would be easier) in the page layout because you can't do that with "Country" (only address). In this case we're looking at a Pro Edition, so we can't lean on Profiles. SalesforceIQ logs in as a user, but does show up as "Application" SalesforceIQ in the logs.
Thoughts on how can we exclude SalesforceIQ from validation rules like this?
Here is an example, we've made an Account validation rule ISBLANK(BillingCountry). It isn't a mandatory field (which would be easier) in the page layout because you can't do that with "Country" (only address). In this case we're looking at a Pro Edition, so we can't lean on Profiles. SalesforceIQ logs in as a user, but does show up as "Application" SalesforceIQ in the logs.
Thoughts on how can we exclude SalesforceIQ from validation rules like this?