Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Data validation


In the previous chapter, we looked at how we can set the required field and auto number field properties on custom fields to help improve the quality and maintain the data integrity of records in the system.

Salesforce also provides other data validation mechanisms, such as the following:

  • Data validation rules

  • Dependent picklists

Data validation rules

Data validation rules can be applied to both custom and standard fields and are used to verify that the data entered in a record meets the criteria you have specified before the record can be saved.

Validation rules contain a formula or expression that evaluates the data in one or more fields and returns a value of either true or false.

The logic that is used for validation rules is to seek an error condition, upon which a preconfigured error message is shown to the user whenever the formula or expression returns a value of true.

When validation rules are defined for a field or set of fields, the following actions are fired when the...