From Setup, go to Object Manager and click Account. In the left sidebar, click Validation Rules. Click New. Enter the following properties for your validation rule:
Full Answer
What is a Validation rule in Salesforce?
Written By... Lucy Mazalon Lucy heads up Operations at Salesforceben.com, Founder of THE DRIP and Salesforce Marketing Champion 2020. Validation Rules in Salesforce verify that the data entered by a user meets certain criteria before the user can save the record.
What is an error condition formula in Salesforce?
‘Error Condition Formula’ is the fancy name for the rule. Here is where you will tell Salesforce ‘if this happens | then that must be true’, for example: “If the Opportunity ‘Stage’ is ‘Closed Lost’ | then the ‘Closed Lost Reason’ field must not be blank” I will give you a tour around each of the buttons above the formula box.
What should I do if the Validation rule fails?
If the validation rule fires - this is good; don't fail the test class. You should handle the validation rule failure as an exception in your test class and check that the exception is the expected one. You should handle the validation rule failure as an exception in your test class and check that the exception is the expected one.
What are the requirements for account number?
Account Number is not numeric. Validates that the Account Number is exactly seven digits (if it is not blank). The number seven is simply illustrative. You can change this to any number you like. Account Number must be seven digits. Validates that the account Annual Revenue is not negative and does not exceed $100 billion.
What is the standard account matching rule Salesforce?
The standard account matching rule identifies duplicate accounts using match keys, a matching equation, and matching criteria. It's activated by default. The standard person account matching rule identifies duplicate person accounts using match keys, a matching equation, and matching criteria.
What is fuzzy matching in Salesforce?
For the fuzzy matching method, various fuzzy matching algorithms can be used. Each matching algorithm is scored based on how closely it matches the two fields. For example, if you select exact matching and the two fields match, the match score is 100. If the two fields don't match, the score is 0.
How do matching rules work in Salesforce?
A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules.
How do I create a matching rule in Salesforce?
From Setup, use the Quick Find box to find Matching Rules.If editing an existing matching rule, make sure that the rule is inactive.Click New Rule or Edit.Apply the matching rule to an object.Enter a name and description for the rule. ... Enter the matching criteria. ... Save and activate the rule.
What is duplicate rule in Salesforce?
A duplicate rule defines what happens when a user views a record with duplicates or starts creating a duplicate record. Salesforce provides standard duplicate rules for business and person accounts, contacts, and leads. You can also create duplicate rules.
How do I bypass duplicates in Salesforce flow?
In your Flow, set the new checkbox to "True" so Duplicate Rules bypass it. Create a Workflow Rule to change the checkbox back to "False". Workflow Rules are exempt from Duplicate Rules and Matching (shrug). After your flow completes and saves the record, call the Workflow Rule to reset the flag to false.
What is the difference between matching rule and duplicate rule?
Matching Rules will identify 'what field' and 'how' to match. For example, 'Email Field, Exact Match' or 'Account Name, Fuzzy Match' They don't do anything on their own. Duplicate Rules will use those Matching Rules to control 'when' and 'where' to find duplicates.
How do you prevent duplicates in Salesforce?
Block sales reps from creating duplicate leads. In the Standard Lead Duplicate Rule, select Block instead of Allow. With the Standard Lead Duplicate Rule set to block duplicates, a rep can click to view duplicates of leads but can't save a new lead.
Are duplicate allowed in Salesforce?
You can allow duplicates by object for the entire organization—not for individual users. If, however, you want to prevent a user or profile from being able to add duplicates, you can create a trigger.
How do I report duplicates in Salesforce?
In Setup, use the Quick Find box to find Report Types.Create a report type, selecting Account, Contact, Lead, or Duplicate Record Set as the primary object. ... Click Next.Relate Duplicate Record Items to the primary object that you selected.More items...
What are duplicate and matching rules in Salesforce?
A matching rule defines how duplicate records are identified in duplicate rules and duplicate jobs. Salesforce provides standard matching rules for business and person accounts, contacts, and leads. You can also create custom matching rules.
How do you find potential duplicates in Salesforce?
In Setup, use the Quick Find box to find Lightning App Builder. On accounts, contacts, or leads, add the Potential Duplicates component. Select how you want to alert sales reps to duplicates.
When Should I Use Validation Rules?
Use Validation Rules to maintain user input data, or system modified records.
Sales Cloud Validation Rules
Sales reps aren’t the greatest fans of data input. To keep your Salesforce data quality on track, use Validation Rules to guide users while working with Sales Cloud objects.
Service Cloud Validation Rules
Service agents have enough to juggle while assisting customers on the phone, email, chat, or the many other channels they are expected to monitor.
Top Tips for Working with Salesforce Validation Rules
Ideally, admins should prepare/design automation/integrate systems respecting active Validation Rules. However, having a way to toggle which users should bypass Validation Rules is very useful.
Summary
This guide has covered when to use Validation Rules, how to create them, and 14 Validation Rule examples that are ready for you to implement in your org.
