Field Custom Validation Exception

A FIELD_CUSTOM_VALIDATION_EXCEPTION error occurs when Revenue.io attempts to create or update a record in Salesforce, but the operation conflicts with one or more validation rules configured in your Salesforce org.

Common Causes

This error typically occurs due to:

  • Validation rules in Salesforce that implement business logic requirements that Revenue.io's data doesn't satisfy
  • Required fields in Salesforce that Revenue.io isn't populating or is populating with invalid values
  • Field dependencies or conditional requirements that aren't being met by the data Revenue.io is sending
  • Data format mismatches between how Revenue.io formats data and what Salesforce validation rules expect

Troubleshooting Steps

To identify and resolve the specific validation rule causing the conflict:

Step 1: Identify the Affected Object and Field

First, determine which Salesforce object (e.g., Lead, Contact, Account, Opportunity) and specific field(s) Revenue.io is attempting to update when the error occurs. You can usually find this information in the full error message, which often includes the full "error text" of the validation rule.

These errors are logged under the "Logs" section of your Account in Revenue.io

Step 2: Review Your Validation Rules

Navigate to the validation rules for the affected object:

  1. In Salesforce Setup, search for and select "Object Manager"
  2. Find and click on the affected object
  3. In the left sidebar, select "Validation Rules"
  4. Review the active validation rules, focusing on those that reference the fields being updated by Revenue.io

Step 3: Test the Validation Rule

To confirm which validation rule is causing the issue:

  1. Temporarily deactivate suspect validation rules one at a time
  2. After each deactivation, test whether Revenue.io can now successfully create/update records
  3. Once you identify the problematic rule, you can either modify it or adjust Revenue.io's configuration

Resolution Strategies

Option 1: Modify the Salesforce Validation Rule to exclude Revenue.io Users

If the validation rule can be modified without compromising your business requirements:

  1. Edit the validation rule to add an exception for Revenue.io users by including a condition such as: AND($Profile.Name != "Sales User",
    • Replace "Sales User" with the name of the profile to exclude from the rule.

Option 2: Adjust Revenue.io Configuration

If the validation rule needs to remain as is:

  1. Work with your Revenue.io administrator to update the field mappings
  2. Ensure Revenue.io is sending data that complies with your validation rules
  3. Configure Revenue.io to populate all required fields with valid values

Best Practices

  • Test thoroughly after making changes to ensure both Revenue.io and other Salesforce processes continue to work correctly
  • Consider creating a sandbox environment to test changes before implementing in production
  • If you modify validation rules, ensure the changes don't inadvertently allow invalid data from other sources

Need Additional Help?

If you've tried the solutions above and are still experiencing issues:

  • Contact Revenue.io Support with details about the specific validation rule and the error message
  • Consult with your Salesforce administrator or developer for assistance with complex validation rules

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