Keep Your Data Clean: Salesforce Validation Rules Explained (with Diagram)

 Hello Salesforce Champs! 🚀

Struggling with incorrect or incomplete data in your org? Salesforce Validation Rules are your first line of defense! They ensure users enter high-quality, consistent information every single time—saving you from headaches down the road.

What Are Validation Rules?

A validation rule checks that data entered into Salesforce meets your specific requirements before saving a record. For example, you might require that every Opportunity has a close date, or that email fields contain a valid address.

Why Use Validation Rules?

• Prevent Bad Data: Stop errors before they happen.
• Enforce Business Logic: Make sure your team follows your processes.
• Save Time: Reduce cleanup and support requests.

Visual Example: How a Validation Rule Works

Diagram: If data doesn’t match the rule, the user sees an error and must fix it before saving.

How to Create a Validation Rule (Quick Steps)

1. Go to Object Manager > Select your object (e.g., Opportunity).
2. Click Validation Rules > New.
3. Write your formula (e.g., ISBLANK(CloseDate)).
4. Add an error message for users.
5. Save and test your rule!

Pro Tips

• Keep error messages clear and actionable.
• Test rules in a sandbox before deploying.
• Use Validation Rule formulas to cover multiple fields or conditions.

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What’s your must-have validation rule? Share in the comments!
For more Salesforce tips and success stories, visit sfdcsuccessstories.blogspot.com.

#Salesforce #ValidationRules #DataQuality #SfdcSuccessStories

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Stay clean, stay smart! 🛡️