Select - $RecordType, there are 4 field names under it. Select --> $RecordType.Name (Type - "Text)". use the actual record name value in the validation rule. Hope the above explanation and the reason for using record type name in such cases is clear to you.
Full Answer
How to create validation rules in Salesforce?
Steps to create validation rules. Go to detailed view of the object. Go to validation section. Click on new (provide your rule name). Enter rule name and in the formula editor provide formula as (S1__c>100,S2__c>100,S3__c>100). Provide error message and give Error location as Top page or Field.
How to create a Validation rule for multiple fields in Excel?
Enter rule name and in the formula editor provide formula as (S1__c>100,S2__c>100,S3__c>100). Provide error message and give Error location as Top page or Field. Instead of writing validation rules for every subject we can give single validation rule as OR (S1__c>100,S2__c>100,S3__c>100).
How to create a single Validation rule for every subject?
Click on new (provide your rule name). Enter rule name and in the formula editor provide formula as (S1__c>100,S2__c>100,S3__c>100). Provide error message and give Error location as Top page or Field. Instead of writing validation rules for every subject we can give single validation rule as OR (S1__c>100,S2__c>100,S3__c>100).
Why do we need a Validation rule for picklist values?
The reason for this is, when someone changes the record type of account, then the picklist has different values that are allowed for that record type, however we need a validation rule, because the user can save with an invalid value otherwise. I have written the following, however nothing happens:
How do I add a validation rule to a record type in Salesforce?
0:323:05Create a Validation Rule Based on Record Type | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipYou care about so if we want to create a validation rule on opportunities. We go to opportunities goMoreYou care about so if we want to create a validation rule on opportunities. We go to opportunities go to the validation rules section and click the new button.
What is the use of record type in Salesforce?
Record Types are used so that you can display different processes, picklist values, and object page layouts to different users in your Salesforce system.
How do you activate a record type?
Create Record TypesFrom Setup, click Object Manager and select Account.Select Record Types, click New, and fill in the details. ... In the Make Available column header, deselect the checkbox.In the Make Available column, select these profiles. ... Click Next.More items...
How do I use validation rules in Salesforce?
Before creating validation rules, review the Validation Rule Considerations.From the management settings for the relevant object, go to Validation Rules.In the Validation Rules related list, click New. ... Enter the properties of your validation rule.To check your formula for errors, click Check Syntax.
How do I assign a record type in Salesforce?
To specify record types and page layout assignments:From Setup, enter Profiles in the Quick Find box, then select Profiles.Select a profile.In the Find Settings... ... Click Edit.In the Record Types and Page Layout Assignments section, make changes to the settings as needed. ... Click Save.
How do I add a record type in Salesforce?
Create Record TypesFrom Setup, click Object Manager and select Account.Select Record Types, click New, and fill in the details. ... In the Make Available column header, deselect the checkbox.In the Make Available column, select these profiles. ... Click Next.More items...
How do you assign a picklist value to a record type?
Choose Picklist Values for a Record TypeClick. , then click Setup.Click the Object Manager tab.Click the name of the object whose record type you want to update, then click Record Types.Click the record type name.Click Edit next to the picklist field to change its values.Add or remove values as needed.Click Save.
What is a record type?
A record type is the format for a particular type of change request. It is roughly analogous to a table in a relational database. Each record type defines the data that can be collected for one type of change request.
What is the difference between page layout and record type?
Page layouts and record types are used in conjunction with one another to customize the views of different types of users. While page layouts control what is shown on the page, record types are used to differentiate between different categories of users and segment user groups for object page customization.
What are the three 3 types of validation rules in access?
There are three types of validation rules in Access:Field Validation Rule You can use a field validation rule to specify a criterion that all valid field values must meet. ... Record Validation Rule You can use a record validation rule to specify a condition that all valid records must satisfy.More items...
Can we use field set in validation rule?
You can't write Validation Rules on Field Sets, but can Write Trigger and Validate in before insert.
What is validation and type of validation?
Process validation is defined as the collection and evaluation of data, from the process design stage throughout production, which establishes scientific evidence that a process is capable of consistently delivering quality products.
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.