Lesson: 78 | Activate Account with Validations

User Story

As a Salesforce Admin, I want to create a screen flow that validates required fields and related records before allowing an Account to be activated.

When a user attempts to activate an Account, they should be presented with a validation screen. The screen should check whether key fields (e.g., Annual Revenue, Phone, Account Number, Billing Street) and related records (e.g., Contact, Opportunity) are validated. If all conditions are met, the user can proceed with activation; otherwise, they should see a message indicating what is missing.

Acceptance Criteria:

1. Screen Flow Triggers on Activation Request

   • The flow should be accessible from a button on the Account record.

2. Field and Record Validations

   • The flow checks the following field values:
     • Annual Revenue is populated.
     • Phone is validated.
     • Account Number is present.
     • Billing Street is filled.
   • The flow also verifies:
     • A related Contact is validated.
     • A related Opportunity is validated.

3. Validation Output

   • If all validations pass, the screen displays a success message:
     "All required information has been provided. This account can now be activated!"
   • If any validation fails, the screen should list missing requirements and prevent activation.

4. Activation Logic

   • If all validations are met, the flow updates the Account’s "Active" field (or a custom field) to true and displays a confirmation message.