Technical Rule not running

[vm]

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.

[Ankky]

What is the condition in technical rule?

You can have another technical rule with following -

1. Email is not null 

[dgandhi]

Can you provide screenshot of the technical rule? Is birthright enabled in the technical rule?

[vm]

Hello Both,

Below condition for the technical rule:

[NM]

@vm check if the profile satisfy the condition and uncheck the detective box.

[vm]

@Ankky  do you mean user update rule? 

[Ankky]

No, My bad. 

Please uncheck detective checkbox and try.

[vm]

@Ankky , kindly provide more guidance.  

[rushikeshvartak]

• can you share 
  • Logs in text file
  • Import file format [how its been tested ?}

[vm]

Hi Rushikesh,

The user is created via import only through user import jobs (connected to HRMS).

Regards,

Vidhi.

[vm]

@Ankky Below user update rule created with user created via import:

[rushikeshvartak]

Since you have many parathesis use advanced query section instead of basic

[Ankky]

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'

[vm]

@Ankky 

1. The below user update rule:

2. Technical rule: doesnt have the option of email not null. 

Regards,

Vidhi.

[Ankky]

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?

[vm]

@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.

[rushikeshvartak]

Use advanced query

[Ankky]

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.