User Data Policies

Like other Custom Objects, the User Object can contain Data policies, which include the basic principles:

• Choose from Action- or Calendar-based Triggering Actions
• Select Activation Sequence (to invoke the Data Policy before or after the Triggering Action (Pre- or Post-)
• Actions to take when the policy criteria are met

Some elements differ in the User object, however:

• Type of Triggering Criteria
• Actions specific to the User Object that are not available in Custom Objects
• Additional fields included in the User Object, which can be used along with the Java APIs

Considerations

Triggering Criteria in User Data Policies

The following Triggering Actions are available in the User Object:

• Add - Add a User
• Update - Update user information (generally performed by a User in a System Administration Role)
• Self Update - User updates personal information
• Login and Logout - user login/logout ( login trigger will be available as a post triggering action and logout will be a pre triggering action )
• Password Change - Password Information
• Password Reset - Reset a User Password
• Proxy login - Proxy Login as another user
• Teams:

• Add a Team Member
• Update a Team Member
• Delete a Team Membership

• On View - View a single User record
• On List View - Search and retrieve a list of users in a View

Learn more: Triggering Criteria

Activation Sequence

Action based Data Policies can apply actions Before or After the Triggering Action is evaluated:

In an Action Based Data Policy, the Activation Sequence determines which actions are available
Actions	Description	Activation Sequence Before Triggering Actions (Pre)	Activation Sequence After Triggering Actions (Post)
Logout	Logout
Login	Login
Proxy Login	Proxy Login as this User
On View	On View - when the record is viewed

Learn more: Activation Sequence

Create a Data Policy in the User object

1. Click Settings > Administration > Global Resources > System Objects > Users
2. Click the Data Policy tab
3. Follow the instructions at Data Policy to add or modify a data policy

Parameters

The following User parameters are available:

Field	Parameter Name
Active	active
City	city
Company	company
Country	country
Created id	created_id
Division	division (not available in the UI)
Email	email
Fax	fax
First name	first_name
Language	language
Last name	last_name
Mobile	mobile
Modified id	modified_id
Notify info	notify_info
Phone	phone
Reports to	reports_to
Role	role
State	state
Street	street
Time Zone	time_zone
Title	title
User id	userId
Username	username
Zip	zip

Actions available

• Create Task
• Send Email
• Update Records
• Invoking a Java Method in a Data Policy