Bypassing Phone Validation

Phone Configurations enforce validation for every user who creates or updates a record. In most cases this is exactly what you want, but there are situations where validation may not be possible or practical, for example:

• Integrated data from a third party system, where records are created or updated by an integration user and a validation error would cause the sync to fail.
• Data migrations or bulk imports, where historical data may contain numbers that can’t be corrected at the time of loading.

In these situations, an admin can allow specific users to bypass phone validation.

Bypass Phone Validations permission set

TrueDial includes the Bypass Phone Validations permission set. Any user assigned this permission set will skip the validation step of all Phone Configurations, so their records will save even if a phone number is invalid or is not one of the allowed phone types.

To assign the permission set, navigate to Setup > Permission Sets, select Bypass Phone Validations, click Manage Assignments then Add Assignments, and choose the relevant users (e.g. your integration user).

Note

Bypassing validation does not bypass formatting. If a phone number entered by a bypassing user is valid, it will still be formatted according to the Phone Configuration. Invalid numbers are saved as entered.

Caution

Only assign this permission set to users who genuinely need it. Records saved by these users are not validated, so invalid phone numbers may enter your org. You can use Bulk Phone Validation to find and correct them later.