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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Toc

Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

Data validation


In the previous chapter, 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 validation mechanisms, such as the following:

  • 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 preconfigured 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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