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Monitoring inactive resources and how to troubleshoot them
Monitoring inactive resources and how to troubleshoot them

Learn how to resolve inactive resources and deleted fields

Gauransh Vaishnav avatar
Written by Gauransh Vaishnav
Updated over 6 months ago

Rattle maintains seamless Salesforce integration, accurately reflecting real-time changes. The Inactive Resource Monitoring update ensures system integrity and synchronization by pausing alerts when a resource (like a flow, workflow rule, outbound message, or field) is deleted from Salesforce.

Now, if something gets deleted from Salesforce, Rattle's got your back! We'll automatically mark the corresponding workflow as inactive, avoiding any discrepancies that might affect your workflows.

There are two types of error alerts you will receive with this update.

  1. Inactive resource alert

2. Deleted field alert

Features that will trigger this alert:

  1. Workflows (of types create/update, stuck in stage, and time-based) will be marked as inactive if the associated Salesforce resource is deleted. Impacted workflows will be moved to the Needs Fix tab on the workflow analytics page.

  2. Deal Rooms and Enablement (Assistance) workflows, won't be marked as inactive, you'll still be notified about any changes, ensuring continuous awareness.
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How this works:

  1. Automatic updates: Changes in Salesforce’s resources are checked periodically, ensuring that Rattle's status is always up-to-date.

  2. Customer alerts: If a resource is deleted/deactivated in Salesforce, your team is immediately notified through Rattle’s Slack app.

Rectifying a deleted resource

Clicking on the link in the Slack alert will take you to your workflow analytics page. All affected workflows are visible in the Needs Fix tab at the far right.

Here's how to resolve a workflow that isn't firing because of an inactive resource:

  1. Click on an affected workflow and then click on the Update & Activate workflow button at the bottom right of the page.

  2. The deleted Salesforce resources are automatically restored, and workflows are reactivated across all tabs.

  3. If the current user's Salesforce integration encounters an issue, the Super Admin's integration is employed for recreation.

  4. That's it, your workflow has been moved back to the All tab and is active once again.

Rectifying a deleted SFDC field

Workflows with a deleted field will also appear under the Needs fix tab on your workflow analytics page. Here are two methods to get your Rattle workflows firing again:

  1. Remove the affected field from your workflow.

  2. Or contact your Salesforce Admin, to undelete the field on Salesforce. Restoring a deleted field is straightforward:

    1. Log in to Salesforce and access the Setup page (located under the gear icon at the top right).

    2. Select Object Manager and locate the relevant object (e.g., Opportunity).

    3. Click on Fields & Relationships from the left menu.

    4. Navigate to the Deleted Fields tab and choose the field you want to restore.

    5. Click Undelete next to the field.

    6. Confirm your action in the new window by clicking OK. Your field, along with all its data, will be restored instantly!

Note: If a field is deleted on Salesforce, you'll have a 15-day window to undelete and restore all associated data and properties. After this period, it will be permanently deleted.

Stay Informed:

This update is part of our ongoing efforts to ensure that your experience with Rattle is as efficient and reliable as possible. We understand the importance of keeping your workflows uninterrupted and your systems synchronized.

For any questions or further information, please don't hesitate to reach out to our support team. We're here to help!

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