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10/14/2024 07:31 AM
Hello Team,
We have a requirement to assign birthright entitlements for Salesforce application, when a user is onboarded for a particular BU. I have created the below technical rule as birthright but it is not getting picked up with the user is created on import of employee from HRMS. Any suggestions on this can be achieved?
Currently I have a user update rule when a user's email is updated to run the technical rule, which picks up users whose email gets updated after the user is created. But if the email is imported which user creation then the rule isnt picked up.
User update:
We cannot create an account on Salesforce without the email, so we need to wait till the email is updated.
Regards,
Vidhi.
10/14/2024 07:50 AM - edited 10/14/2024 09:51 AM
What is the condition in technical rule?
You can have another technical rule with following -
1. Email is not null
10/14/2024 08:14 AM
Can you provide screenshot of the technical rule? Is birthright enabled in the technical rule?
Thanks,
Devang Gandhi
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10/14/2024 08:22 AM
Hello Both,
Below condition for the technical rule:
10/14/2024 08:27 AM
@vm check if the profile satisfy the condition and uncheck the detective box.
10/14/2024 08:22 AM
@Ankky do you mean user update rule?
10/14/2024 08:26 AM
No, My bad.
Please uncheck detective checkbox and try.
10/14/2024 09:37 AM
@Ankky , kindly provide more guidance.
10/14/2024 09:40 AM
10/14/2024 09:49 AM
Hi Rushikesh,
The user is created via import only through user import jobs (connected to HRMS).
Regards,
Vidhi.
10/14/2024 09:48 AM - edited 10/14/2024 09:51 AM
10/14/2024 09:50 AM
Since you have many parathesis use advanced query section instead of basic
10/14/2024 09:57 AM
1. Have a user update rule with Trigger Actions when as "Trigger when user is updated from email"
Add condition as email is updated and email is not null along with the company name and status key check
In the actions, add trigger selected technical rule and select the technical rule
2. Create a technical rule with company name, statuskey and email condition. Add appropriate action to create account/assign group and select only 'Birthright' and 'Remove Birthright Access if condition fails'
10/14/2024 10:11 AM
2. Technical rule: doesnt have the option of email not null.
Regards,
Vidhi.
10/14/2024 10:15 AM
You will have to write advanced condition for that, you can leave it for now. Do you see the user in question while doing preview for technical rule?
10/14/2024 10:24 AM
@Ankky yes I see the user in the preview, who shld be assigned a new account as he is imported but the email is not updated.
10/14/2024 10:28 AM
Use advanced query
10/14/2024 10:30 AM
How are you updating email? Via AD user import? If yes, please run the AD user import and then validate if both user update and technical rule are getting invoked.