Notes
In Salesforce, validation rules are used to ensure that data entered into records meets certain criteria before it can be saved. Validation rules can be used to enforce data quality standards, such as ensuring that required fields are populated, or that data is entered in a specific format.
Validation rules are created using a combination of criteria and formulas, and can be applied to any standard or custom object in Salesforce. When a user tries to save a record, Salesforce evaluates the validation rule and displays an error message if the criteria are not met. The error message can be customized to provide specific feedback to the user about what needs to be corrected.
Here are some common use cases for validation rules in Salesforce:
- Ensuring that required fields are populated before a record can be saved
- Ensuring that data is entered in a specific format (such as phone numbers or email addresses)
- Preventing users from entering invalid data (such as negative numbers or text in a number field)
- Enforcing business rules or policies (such as requiring a certain combination of values in related fields)
Validation rules can be created and edited using the Object Manager in Salesforce. Once a validation rule has been created, it can be activated and deactivated as needed. You can also specify which users or profiles should be subject to the validation rule.
Overall, validation rules are a powerful tool in Salesforce that can help ensure data quality and consistency across your organization. By enforcing data quality standards and business rules, you can improve the accuracy and reliability of your data, and ensure that your business processes are being followed consistently.