Validation Rules Associated with Sales Force

Validation rules are made used for the purpose of improving the quality of data. The validation rules can check whether the data entered by the user satisfies the standard specified by you before the user could save the record that is entered. A validation rule comprises of an expression or formula that can be helpful in evaluating the data entered by the user in one or two fields. The validation rule returns a result that can be either true or false according to the way the data satisfies the standard specified by you. In the case of a false condition, the validation rule has provision for displaying an error message to the user.

Factors to Consider for Defining Validation Rules

When you are implementing the validation rules in your organization, you should be sure that you are implementing the appropriate validation rules. There are certain factors that you need to consider before defining validation rules. The validation rules are the first one to consider when the user enters data. In the case of failure of a validation rule, the sales force checks for additional validation – rules that are related with the field or the ones available in the page and all the error messages are displayed to the user all at once. In the case of the existence of validity rules for activities, it is improper to create an activity during a lead conversion because at this time only lead conversion takes place and not the creation of activities. The validation rules are implemented during lead conversion only if the triggers and validation for the purpose of lead conversion are implemented in your firm. Validation rules are ignored by campaign hierarchies. Validation rules can’t be referred to compound fields, campaign statistic fields and merge fields. For relevant triggers information please read triggers in salesforce tutorial page.

Defining of Validation of Rule

The validation rules can be defined in an easier manner. What is more important is to stick with the various factors and things that need to be followed while the validation rules are defined. You need to navigate to the object, field or campaign member to which you want the validation rule to be defined. In the case of standard object click customize, select the object and then click on the validation rules. In the case of custom objects, the click create or objects and then select the custom objects. In the case of creating validation rules for fields you need to click customize | ideas | validation rules. You need to click new and then enter the properties related with the validation rule. Check syntax for checking the formula for errors. Then you can click save for saving the particular validation rule. More custom objects information is available on how to create a custom object in salesforce page.

Working of Validation Rule

It is very well known about the function of a validation rule which is just to ensure whether the data entered by the user satisfies the standard of your organization. User chooses the option for creating a new record or for editing an existing record and then clicks save. At this time all the validation rules are checked. If all the validation rules are fulfilled by the data, then the record can be saved else the error messages concerned with the invalid validation rules are displayed. The user has to make changes and then click save again.

Additional information regarding fields is available on how to add fields in salesforce page. Enjoy your readings.

Amanda McDonnald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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