• SravK
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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,
  • June 25, 2015
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