Lesson: 23 | Validation Rules

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.

Exercises

#	Exercise
1	Length of Account Must be 8 Digits
2	Account number must be numeric
3	Account Number must be 7 digits
4	Future Birthdate Error
5	Invalid Primary Contact Update for Inactive Account
6	Invalid Billing State
7	Invalid Teacher Email Address
8	Only admins can change account names
9	Opportunity Stage Name Order Validation
10	Account Site must not be blank
11	Salary Range Check
12	Website must end with org
13	Amount must have a value greater than 0
14	Start date must be in the current month
15	Account Number must be numeric and not blank
16	Number must be a positive even number
17	Number must be a positive odd number
18	This record is not editable.
19	Account number is required
20	Date must be in the current year or in the future
21	Annual Revenue must be between 0 and 100,000
22	Billing Street, City and Country are Required
23	Date must be in current year and month
24	WebSite must have an extension of com or org
25	A valid two country code is required
26	Delivery Date: Max 14 Days After Close
27	Validate Stage Name of the Opportunity Object
28	Length of State
29	A new case with an active account must be prioritized
30	Phone Number Has International Format
31	CloseDate 15 days Ahead
32	Close Date Must be Weekday
33	Prevent Open Cases from Being Reset to New
34	Amount must have a value greater than 0
35	The End Date must be after the Start Date
36	Case Origin cannot be edited
37	Creating a Dynamic Validation Rule with Metadata Control

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Lesson: 23 | Validation Rules

Notes

Administrator Course