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Salesforce CRM Admin Cookbook

You're reading from   Salesforce CRM Admin Cookbook Solutions to help you implement, configure, and customize your business applications with Salesforce CRM and Lightning Experience

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Product type Paperback
Published in Dec 2017
Publisher
ISBN-13 9781788625517
Length 358 pages
Edition 2nd 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 (9) Chapters Close

Preface 1. Making a Picture Paint a Thousand Words... 2. Salesforce CRM's Home Page is Where the Heart is... FREE CHAPTER 3. Automating Work with Salesforce CRM 4. Improving Data Quality in Salesforce CRM 5. Implementing Approval Processes 6. Productivity Tools for Superusers and Advanced Administration 7. Extending Lightning Experience Record Pages 8. Building a Search-First-Before-You-Create Lightning Component

Validating if US zip codes are well-formed using a validation rule with REGEX


Accurate information and reports are vital in an effective Salesforce CRM system and without them, users and sales management cannot make informed decisions. One way to achieve accurate information for reporting is by ensuring that data is stored in a consistent manner.

In this recipe, we will create a validation rule to ensure that US zip codes conform to the correct format.

How to do it...

Carry out the following steps to create a validation rule to validate US zip codes that are well-formed on an account record:

  1. Click on the Setup gear icon in the top right-hand corner of the main Home page, as shown in the following screenshot:
  1. Click on Setup, as shown in the following screenshot:
  1. Navigate to the Account Validations Rule setup page by clicking the following: Objects and Fields | Object Manager | Account | Validation Rules.

Locate the Validation Rules section on the right of the page.

  1. Click on New.

You will be presented...

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