How to Add Rule Criteria to a Compliance Rule

Updated 1 month ago by Copado Solutions

Compliance rule criteria are a collection of conditional statements and the logic that is considered by Copado's scanner when running a compliance scan.

In order to add rule criteria to a compliance rule follow the steps below:

  1. Navigate to an existing Compliance Rule and scroll down to the Criteria section:

  1. Select a metadata type:

  1. In the Criteria Selection section, complete the items to build the required conditional statements. There a different operators you can use:
  • Use equal to find an exact match.
  • Use not equal to to look for results that do not include the value you specify.
  • Use less than and greater than to search for results that are inferior to or exceed the specified value respectively.
  • Less or equal will return results that are inferior to or match the specified value.
  • Greater or equal will return results that exceed or match the specified value.
  • Use contains or does not contain to look for results that include or do not include the value you specify.
  • Use starts with to look for results that begin with the value you specify.
  1. If advanced criteria logic is required:
    1. Click on Add Filter Logic at the bottom of the Criteria Selection section:
    1. For each conditional statement row, a number will appear on the left. This number is a reference for the statement.
    2. Type in your personalized filter logic using Salesforce's standard logical operators (AND, OR, NOT), and referencing the conditional statement with its number.
  2. Click on Save in the Criteria Section section.
  3. The criteria will be automatically tested and validated:

By default, rule criteria are the AND logical operators among all of the conditional statements.

How did we do?