Salesforce Connector is designed to enrich your full database of accounts or leads in Salesforce, but there may be a need to select a subset of your database for enrichment.
We can use Validation Rules to define which Leads or Accounts do get enriched.
In Lightning Experience
1) Start out by entering Setup
2) Then, Enter the Object Manager
3) Select the Object you are creating a validation rule on, either Account or Lead
4) Then select Validation Rule, and NEW
5) The Criteria you use will depend on your SFDC configuration, but an example is below.
For you, this can be a specific stage in your nurture track, or whatever prerequisite criteria you define.
With the validation rule in place, the matching algorithm will skip the leads that meet the Validation Rule Criteria you define.
NOTE: On the Integration Rules for the HG Global Entity and HG Data Installed Technology for Accounts/Leads, the checkbox to Bypass Triggers and Bypass Workflow Rules must not be enabled.
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