A GUIDE TO VALIDATION RULES IN SALESFORCE

Validation rules verify the data a user enters in a record that meets the standards before the user can save the record. Employees make many changes in Salesforce records every day to complete the work process. So it becomes hard to track the quality of the input data. Validation Rules help users by preventing mistakes. In addition, it establishes verification boundaries and standardizes the data requirements.

In this blog, CloudVandana will describe the validation rules, their application, and their limitations.

Validation Rules

Validation rules are processed in this sequence-

Validation Rules- Assignment Rules- Auto response Rules– Workflow Rules– Escalation Rules- Escalation Rules

Uses Of Validation Rule

The primary function of a validation rule is to make sure that the data the user has input, updated, or removed on a record fits the specified standards before saving. In case of a wrong process, the validation rule automatically shows an error message with a short explanation of the incorrect process. It helps the users by preventing the user from saving the changes with invalid data. It helps to avoid incorrect values and unnecessary errors.

In some cases, users get confused while validating the rules. In such cases, users may contact certified Consultants for best practices.

Work Process Of Validation Rule

Validation rules activate each record. The rules are indicated in formulas. If the data is correct, the records get saved. If there is any mistake, the rule shows an error message, indicating the mistake. Unless the user modifies the field to match the criteria, they can’t go through the verification when a new record is created, or changes are made.

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