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Salesforce CRM Admin Cookbook
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Accurate information and reports are vital in an effective Salesforce CRM system and without it, users and sales management cannot make informed decisions. One way to achieve accurate information for reporting is by ensuring that data is stored in a consistent manner.
In this recipe, we will create a validation rule to ensure that account country codes are entered using two letters, according to an international standard (ISO 3166), from the International Organization for Standardization.
Carry out the following step to create a validation rule:
Navigate to the account customization setup page, by going to Your Name | Setup | Customize | Accounts | Validation Rules.
Click on New.
Here, we are presented with the Account Validation Rule Edit page.
Type Valid Billing Country in the Field Label textbox (upon clicking out of the textbox, the name changes to Valid_Billing_Country).
Leave the Active checkbox...
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