How Do I Prevent Unnecessary LeanData Triggers?

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The LeanData Package contains triggers for all LeanData Matching and Routing products, regardless of which products you actually use. In most cases, this will have no noticeable impact on your Salesforce processes. If you do need to disable certain triggers either at a User level, Profile, Level or at an Org level, the steps below will guide you in how to disable them within Salesforce.

 

Steps to Disable Triggers

In order to disable LeanData Triggers, you will need to create Trigger Settings and then assign them - either at a User level, Profile level, or an Org Level. If Users have more than one level of Trigger Settings applied to them, the most fine-grained level of settings will be respected. If a User does not have a setting applied to them, you can assume that it is enabled for that User.

 

User-Level

Profile-Level

Org-Level

Outcome

User A

Enabled

Disabled

Disabled

Enabled

User B

None

Disabled

Enabled

Disabled

User C

None

None

Disabled

Disabled

User D

None

None

None

Enabled

 

1. Navigate to Salesforce SetupCustom SettingsTrigger SettingManage

Screen_Shot_2021-10-11_at_11.47.54_AM.png

 

2. To configure Trigger Settings at an Org Level, click the New Button at the top.

To configure Trigger Settings at the Profile or User level click the New Button by the individual User / Profile settings lower on the page

Screen_Shot_2021-10-11_at_11.53.05_AM.png

 

3. On the next page, deselect the object(s) for which you would like to disable triggers. If you are configuring at the User or Profile level, you will have to first select the User or Profile for which you would like to configure the setting.

Screen_Shot_2021-10-11_at_11.56.44_AM.png

4. Click Save when you are done.

 

For questions or additional assistance please contact LeanData Support.

 

 

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