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 Setup → Custom Settings → Trigger Setting → Manage

 

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

 

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.

4. Click Save when you are done.

 

For questions or additional assistance please contact LeanData Support.