We’re using a plugin (Emma for Salesforce) for Salesforce that synchs every hour with our email contacts list (which is housed with another 3rd party app, Emma). The email list is populated mostly by our various lead-gen forms on our website. While testing the forms and their ability to populate their data into the email database, we are able to flag the submissions as tests and easily remove the records they create.
The problem is that when they sync with SalesForce via the plugin, they create new accounts which is starting to get in peoples’ ways, and complaints are surfacing. We obviously need to test to be sure the fields are mapped correctly and that the syncing is successful, but we need to do it in a way that does not create multiple new accounts every time there is dev or testing going on.
Is there a way in SalesForce to create a “rule” saying something to the effect of:
don’t create new accounts/records if the associated email address
begins with “my-company-dev-tester_”… instead, write the data to a
Ideally we’d have a sandbox in which to work this all out and could just switch over to the “real” instances of each (Salesforce and Emma) when all dev and testing has been completed, but that is not an option at this time. I actually would have thought the plugin might have some way to define a set of conditions that must TRUE for doing the synch, but that does not appear to be the case either.
I am not well versed in SalesForce at all, so I’m not sure if something like this is even remotely possible – definitely open to other solutions. Thanks!!