Configure auto rerun rules for fields

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Configure auto rerun rules to only rerun rules on a record when a specific field is updated for accounts, employees, and products. Auto rerun rules run ever time the import job runs.

Note

Auto rerun rules are only available in a production environment and cannot be run in a sandbox or nonproduction environment.

Before you begin

Configure auto rerun rules for specific fields

When Field Update option is selected, the rerun rules will trigger when a change is detected for that specific field and when it meets configured criteria. For example, you can configure to only rerun the rules on an account when the country field is changed and it’s in an unassigned territory or when the account becomes a customer and is in the SMB segment.

  1. Go to Settings > Entities & Fields.

  2. From the Use Entity to modify existing fields dropdown, select Accounts or Opportunities for the fields you want to include for the rerun rules.

  3. Find the field you want to include for the rerun rules.

  4. Click View.

    View option to edit Field configurations.

  5. On the Field Update window, select Basic Information tab.

  6. Select the checkbox for Field Update.

  7. Click Confirm.

    Steps to click the Basic Information tab, and select Field Update.