Why You Shouldn’t Set Up Salesforce Automation and Validation Rule Bypasses – and What to Do Instead


Salesforce automation and validation rules are intended to increase data accuracy while streamlining business operations. 

However, some users can be tempted to create exceptions to these principles to save time or minimize disruptions to their workflow. This can have significant effects, such as errors in data, challenges with compliance, and diminished user confidence in the system. 

This article will examine why configuring Salesforce automation and validation rule bypasses is a bad idea and alternate solutions to common problems.

We will look at situations when bypasses are the only alternative, such as when dealing with old data or sophisticated business logic. You can get in touch with the best Salesforce partners to get started!

Scenarios where bypasses can seem necessary

In some instances, ignoring Salesforce automation and validation rules can seem to be the only alternative. Here are a few examples of such situations:

  • Dealing with legacy data

If you have a large volume of old data that does not adhere to your current validation criteria, you can be tempted to circumvent these rules to save time cleaning up the data. This strategy, however, can result in discrepancies in your data and diminish the overall efficacy of your system.

  • Managing complex business logic

In other circumstances, your business logic can be so complicated that creating automation and validation rules that appropriately capture all the essential criteria is difficult or impossible. In such cases, you can be tempted to design a workaround to guarantee that your users can complete their duties effectively.

  • Other challenging scenarios

There can be other situations when it seems essential to avoid Salesforce automation and validation standards, such as dealing with third-party integrations or adopting temporary solutions for critical concerns.

Risks and downsides of bypasses

While ignoring Salesforce automation and validation rules can seem a fast answer for some instances, it can result in several risks and drawbacks that can have long-term adverse effects on your organization. Here are some of the significant dangers and disadvantages of bypasses:

Reduced data quality and accuracy

By ignoring automation and validation criteria, you risk letting erroneous or incomplete data into your system, which can have a long-term detrimental influence on the accuracy and quality of your data. 

Compliance Issues and potential legal consequences

Depending on your sector and the sorts of data you manage, ignoring Salesforce automation and validation standards can result in compliance concerns and legal ramifications. 

Increased technical debt and long-term costs

Ignoring automation and validation criteria, you incur technical debt, the compounded cost of maintaining and upgrading your system over time. This might result in higher long-term expenses and complexity and less agility and flexibility in your company operations.

Alternative solutions to bypass

If you’re having issues that cause you to contemplate circumventing Salesforce automation and validation rules, there are other options to examine. Here are some alternatives:

Configuring automation and validation rules to meet specific business needs

Instead of ignoring automation and validation criteria, you can tailor them to suit your business requirements. This can need some modifying or customizing, but it can be a more long-term and successful option. 

Using custom Apex code or triggers

Custom Apex code or triggers can be a more effective solution to handle complicated business logic in certain circumstances than circumventing automation and validation criteria. Apex code provides more customization and flexibility than regular automation and validation rules, but it does need a higher degree of technical ability.

Consulting with experts or seeking out third-party apps

If you’re unsure how to solve a problem, engaging with Salesforce specialists or looking for third-party solutions can be a possible option. These tools can assist you in identifying and implementing solutions that meet your unique requirements without jeopardizing data integrity or compliance.

Practical Tips and best practices

Here are a few tips and best practices to follow:

  • Prioritize data integrity and accuracy and ensure that your automation and validation standards are aligned with your overall data management strategy.
  • Ensure that your automation and validation rules function as intended and capture all critical errors and exceptions by performing exhaustive testing.
  • Increase user confidence in the system by communicating to users the purpose and function of automation and validation rules clearly and concisely.
  • Review your automation and validation procedures regularly to ensure they align with your business requirements and function as intended.
  • Adapt your automation and validation rules to account for alterations in business processes, data scenarios, and regulatory requirements.
  • Changes to automation and validation criteria should be recorded so that all users and administrators know about any modifications.

Final Words

Ignoring Salesforce’s automation and validation criteria to get around a problem quickly can seem like a good idea at the time. Still, it can have severe consequences in the form of lower-quality data, compliance difficulties, and technical debt. 

Instead, companies should look at other options, such as setting up automation and validation criteria, writing their own Apex code or triggers, or downloading third-party apps. It’s also crucial to continue training and education for Salesforce users and administrators, emphasizing data integrity and user trust.


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