Tuesday, 9 July 2019

Validation Rule In Salesforce

Welcome SDFC4STUDENTS Learner,

Today we will learn how to we can validate a record before saving it if the value is not in the proper way.

Requirement - Validate a record if the 'Account Number' field has less than 8 characters. This example is so easy to understand for the beginner. Let's start. 

1. From the list of Objects, click Account (You can select any Object where you want to validate a field).



2. Click the Validation Rules section from the left navigation then Click the “New” button as shown below.


3. You will get this window. Use the functions and create your validation formula.



Here is a brief description of the fields:-
a) Functions = According to your condition you can use Function for any condition.

b) Insert Selected Function = You can use the LEN Function from the Insert Selected Function to check the character length.

c) Formula Area = This formula box is where inside this you can create any formula.

d) Insert Field = The Insert Field button opens a menu that allows you to select fields to use in your formula. Inserting from this menu automatically generates the correct syntax for accessing fields.

e) Insert Operator = The Insert Operator button opens a drop-down list of the available mathematical and logical operators.

f) Check Syntax = Once you’ve written the formula for validation, you can use the Check Syntax button to ensure that everything is in working order before saving. LEN your formula has issues, the syntax checker alerts you to specific problems.

g) Error Message = According to your formula (G) whenever you will save the record then it will show the error (Either ‘Top of Page’ or ‘Field’).

h) Top of Page and Field = This error message can either appear at the top of the page or below a specific field on the page.

i) Active = If you want to fire the Validation on the record to save time then you must check this checkbox.

3. Click Save (If you want to create multiple fields then you can click the button “Save & New”).

4. Here is the final result, when you will save the record but the digit will only be 3 or less than 8 digits then it will show you the error.


Thanks for your given time guys, I am sure that it will helpful for beginners.

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