Salesforce Validation Rule | Infogen Labs

With so many modifications made to Salesforce records on a regular basis by employees, it may be difficult to maintain track of the quality of the input data. Salesforce uses Validation Rules to protect users from making errors (such as entering phone numbers in the wrong format), as well as to set verification limits and standardize data requirements in general.

On this page, we'll explain what validation rules are, how and where they may be used, discuss common constraints, and walk you through the steps of creating a Salesforce validation rule on a case.

?What are Validation Rules in Salesforce?

Validation rules are one of five rule kinds in Salesforce that are processed in the following order:

Validation Rules → Assignment Rules → Auto-response Rules → Workflow Rules → Escalation Rules.

What are Validation Rules Used for?

A validation rule's principal function is to ensure that the data entered, modified, or removed by the user on a record meets the stated criteria before storing it. In the event that it does not, the validation rule displays an error message with a brief explanation of what was typed improperly, preventing the user from saving the modifications with invalid data. Having such guidelines in place allows you to avoid inaccurate values and unneeded misunderstandings.

Setting up several validation rules to examine data submission in one or more fields may require a significant amount of time and work. Contact our trained Salesforce specialists to guarantee they fulfill the necessary criteria.

How Do Validation Rules Work?

Every time a record is saved, validation rules are triggered. Formulas show the rule's needed circumstances. The formulae include one or more conditions that must be satisfied in order to pass verification and preserve the record.

Simply said, validation rules determine if a certain field (or fields) matches the specified requirements. If the data is correct, the record is stored. If not, the rule shows an error message indicating the issue. This implies that until the user adjusts the fields to satisfy the requirements, they will not be allowed to proceed through verification when creating a new record or making changes to an existing one.

Cases When Validation Rules Are Skipped

It is vital to note that validation criteria are not always relevant. As a result, if the verification must be conducted over several records or on different objects, validation rules are not the solution (generally, Apex triggers could solve such cases).

Furthermore, validation rules are subject to constraints. Here are a few examples of when Salesforce ignores validation rules:

• If there are validation criteria in place for activities and an activity is generated during the lead conversion process, the lead will convert but no task will be created.
• Similarly, the validation rules will only be implemented during lead conversion if lead conversion validation and triggers are enabled in Lead Settings.
• Campaign hierarchy will also disregard validation rules.
• The validation rule will not operate when using the Mass Transfer tool to change the owner of several entries. The rule, on the other hand, will continue to operate if the owner is changed simply on one record individually (without using the Mass Transfer).

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