We are trying to automated some of the data maskign activities as part of our post sandbox refresh activity. We have achieved this by implementing sandboxpostcopy interface. I found out that the apex class when refreshing the sandbox is executed via automated process user. My question is that will Automated Process user will fire triggers, WFR, Duplicate RUles, Validation rules etc ?
2 Answers
The Automated Process User has limited authorizations (as pointed out in many articles online, e.g. https://www.linkedin.com/pulse/mysterious-automated-process-user-salesforce-bill-wu/ and https://unofficialsf.com/pauple_helpie/the-autoproc-user-scheduling-flows-triggering-flows-permissions/) but it does trigger all other automation like apex triggers, workflow rules, duplicate rules, validations rules, record-triggered flows etc etc.
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Does that means that all the triggers WFR, Validation rules will get fired if the run method of the sandboxPostCOpy interface is responsible of masking data on couple of objects ?– DarkdogCommented Jul 26, 2022 at 12:09
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I would expect so, indeed. I've seen validation rules run on this process. Commented Jul 26, 2022 at 12:20
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Thank you Claribois. The reason i am asking this question is because i saw the comment on this idea that automated process user does not invoke triggers or WFR or Validation rules. Hence, trying to confirm.. ideas.salesforce.com/s/idea/a0B8W00000GdZq1UAF/…– DarkdogCommented Jul 26, 2022 at 12:23
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From my own experience I can definitely confirm that apex triggers and workflow rules run if you use Scheduled Flow to create new records. The child records created by the apex trigger have the 'Automated Process' user as their CreatedBy user. The record history shows 'Automated Process' as the User that did the field changes which are done as part of workflow rule field updates. Commented Jul 26, 2022 at 14:29
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1I put together a new summary of all the vetted information I could unearth about Automated Process User and Default Workflow User (unofficialsf.com/…) Commented Aug 12, 2022 at 18:46
I confirmed from Salesforce that the automated process does not run any of the backend functionality that inclides triggers, WFR, VR, Flows, etc. It by passes all that. Hopefully this would help someone else looking for the answer
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2That doesn't sound right. I've just verified with the Salesforce Flow development team that Automated Process User will execute triggers and other automation. Can you provide any additional detail on what you heard? Commented Aug 12, 2022 at 18:42
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1Ok. I have escalated the case to the higher support personnel. Let’s see what they are going to say. Also, I was able to find the automated user Id that I can use to make sure that the triggers and WFR are not ran if the record is updated via the automated user– DarkdogCommented Aug 13, 2022 at 21:50