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Birthright rule not triggered

Vidhimehta
Regular Contributor II
Regular Contributor II

Hello Team,

We have a birthright rule set up to create an account in salesforce. However the birthright rule did not get triggered as expected when a new user was created. Note., the username for the account creation in Salesforce is email. Email doesnt get imported when the user is first time created via import from HRMS, the email is later updated in the follow-up imports once generated in the HRMS. Is there a setting that needs to be added? Below screenshot of Birthright rule:

Vidhimehta_0-1727457323117.png

Regards,

Vidhi.

 

6 REPLIES 6

rushikeshvartak
All-Star
All-Star
  • Whenever there are more AND & OR conditions, always use advanced query option. 
  • Please convert your rule to advanced query

Regards,
Rushikesh Vartak
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NM
Honored Contributor II
Honored Contributor II

Hi @Vidhimehta setup a user update rule which will trigger the birthright rule once email is updated and populated.

Vidhimehta
Regular Contributor II
Regular Contributor II

@NM I created it but it did not trigger the technical rule on a user who was onboarded today and meet the requirements. Will it trigger for new user only? I created both the options for user update rule:

As user update rule with email update:

Vidhimehta_0-1727459035976.png

As new user created via import:

Vidhimehta_1-1727459164023.png

 

 

Vidhimehta
Regular Contributor II
Regular Contributor II

NM
Honored Contributor II
Honored Contributor II

Hi @Vidhimehta yes .. you have to set non create task as request option and updated from import rule should work.

Vidhimehta
Regular Contributor II
Regular Contributor II

@NM Thank you. The user update rule via import and technical rule with the update in entitlements request (None(Create Task)) has worked in Dev. Will keep an eye in Prod.

@rushikeshvartakthe change in the technical rule was not needed. With the above combination it has worked in Dev.

 

Regards,

Vidhi.