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Salesforce for Beginners

You're reading from   Salesforce for Beginners A step-by-step guide to optimize sales and marketing and automate business processes with the Salesforce platform

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Product type Paperback
Published in Oct 2022
Publisher Packt
ISBN-13 9781803239101
Length 532 pages
Edition 2nd Edition
Concepts
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Authors (2):
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Timothy Royer Timothy Royer
Author Profile Icon Timothy Royer
Timothy Royer
Sharif Shaalan Sharif Shaalan
Author Profile Icon Sharif Shaalan
Sharif Shaalan
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Toc

Table of Contents (24) Chapters Close

Preface 1. Getting Started with Salesforce and CRM 2. Understanding Salesforce Activities FREE CHAPTER 3. Creating and Managing Leads 4. Business Development with Accounts and Contacts 5. Driving the Sales Cycle with Opportunities 6. Achieving Business Goals Using Campaigns 7. Enhancing Customer Service with Cases 8. Business Analysis Using Reports and Dashboards 9. Setup and Configuration 10. An Overview of Sharing and Visibility 11. User Management and Data Security 12. Managing Projects with Sandboxes and Change Sets 13. Using Data Modeling to Configure Objects for Your Business 14. Lightning Experience Customization 15. Extending Functionality with Third-Party Applications and Salesforce Mobile 16. Salesforce Flow 17. Approval Processes 18. Assignment Rules 19. Data Integrity with Formulas and Validations 20. Testing and Debugging 21. Assessment
22. Other Books You May Enjoy
23. Index

Understanding validation rules

Validation rules are an essential part of ensuring data integrity in Salesforce. They do this by verifying that the data your users enter into a record meets specific standards before the user can save a record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of True or False.

Validation rules can be included on any object.

Business use case

As the Salesforce admin for XYZ Widgets, you have successfully created the Account Level formula field. Since this field depends on the Annual Revenue and Employees fields being populated, you want to make sure users enter data into these fields when creating an account. To do this you will need to create a validation rule on the Account object.

Let’s take a look at how we can create this validation rule.

Creating a validation rule

To create the validation rule to meet this requirement we will follow...

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