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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Data quality


In Chapter 3, Configuring Objects and Apps, we looked at how we can set the required field and auto number field properties on custom fields to help improve the quality and maintain the data integrity of records in the system.

Salesforce also provides other data quality mechanisms, such as:

  • Data validation rules

  • Dependent picklists

Data validation rules

Data validation rules can be applied to both custom and standard fields and are used to verify that the data entered in a record meets the criteria you have specified before the record can be saved.

Validation rules contain a formula or expression that evaluates the data in one or more fields and returns a value of either true or false.

The logic that is used for validation rules is to seek an error condition, upon which a pre-configured error message is shown to the user whenever the formula or expression returns a value of true.

When validation rules are defined for a field or set of fields, the following actions are fired when the...

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