How to create object validation rules in Salesforce? Way to motivate employees to fill data in SF

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2 min read

Today I show you how to create/set object validation rules in Salesforce. Do you need an easy, fast, and simple way to motivate your employees to fill all required data in SF? Do not worry; I have a short video on how to get it.

Text instruction:

  1. Open salesforce.com and login to SalesForce
  2. Open the "Setup" (button in the top right corner)
  3. Scroll down and expand the "Customize" block
  4. Find the object which should have a validation rule (e.g., contacts)
  5. Expand the {Objects} tree
  6. Find the "Validation rules" and open the page
  7. Click the "New" button
  8. Set the "Rule Name."
  9. Activate checkbox "Active" if the rule should work right after creation
  10. Add description of rule (if needed)
  11. Click to the "Insert field" button and select the field that is used for validation
  12. Insert the operator
  13. Check syntax to ensure that there are no errors in the rule
  14. Set the error text in the "Error Message" field
  15. Set the error location (Top of Page // Field)
  16. Save the rule
  17. Voilà, rule is ready for use:)

Salesforce has few pages in their help to make the creation of rule a bit easier:

  1. help.salesforce.com/articleView?err=1&i.. - Formula Operators and Functions
  2. help.salesforce.com/articleView?err=1&i.. - Examples of Validation Rules for most popular objects

Available operators for formulas:

  1. Math Operators
  2. Logical Operators
  3. Text Operators
  4. Date and Time Functions
  5. Logical Functions
  6. Math Functions
  7. Text Functions
  8. Summary Functions
  9. Advanced Functions

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Thank you for all your support!