Validation rules help assure entered data meets basic requirements for consistent and clean data.

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Validation rule on PickList Values

Hi I am having picklist field having three values "L1 Queue","L2 Queue","L3 Queue" intially at the time record cration created with L1 Queue.Next time i want to update my record to "L2 Queue" If ...
2
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1answer
48 views

Validation not firing properly

I have a validation rule: When the stage name is changed to "4. Proposal" then the max discount should be > 5 and Special_Pricing_Approved should be = false. My validation rule: ...
2
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3answers
55 views

How to validate the opportunity name by using the Regex method in Salesforce Validation [on hold]

I wanna check the field value should be the title case. how to write the validation rule for this. It should be allow the special char and symbol. I have used the below code: but it shows syntax ...
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3answers
41 views

How to check the Field value Case

I wanna check the field value should be the Case sensitive. So, how to achieve this by using validation rule. e.g John Milton Roa - Ltd.
2
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1answer
27 views

find fields which are null for all records on object

I am writing some business rules which expect data to be captured properly in many fields while record creation. Most of the fields for most of the records are blank and not captured by user. We need ...
2
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1answer
26 views

Validate a decimal number typed with thousand separator

We've defined a custom field in our Tasks that is defined as a Number(8,4), our regional configuration is set to Spanish(Chile) where the thousand separator is period (.) and the decimal separator is ...
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1answer
20 views

Validation rule syntax

I have an Account validation rule that fires when a specific picklist (Cooling Appliance) value is NOT selected on an Account that has a specific picklist (Program Name2) value selected on another ...
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4answers
43 views

zipcode validation

Does salesforce provide a feature using which we can validate that the value user has inputted in an input text for zipcode is valid US zipcode value ? How can we validate that user entered valid US ...
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1answer
31 views

Check if percent field is entered (not blank) using validations rules

I'm trying to validate whether or not a user entered a value in a Percent field. This may be impossible to do using validation rules and available formulas: ...
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2answers
48 views

Trigger working like a validation rule

I have a trigger on a custom object called CustomActivity__c that calls a class on before insert and before update. I have a custom object similar to Opportunity Teams (StudyTeam__c) where there is a ...
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1answer
19 views

Validating Based on Status PickList

I have a Field called Form_Type__c which different form numbers like 460,461,465... If the Form_Type__c has either values of 461/465 and if the Status__c = "Approved" Then There should be an Error ...
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1answer
24 views

Validation Rule IF A Specific Picklist Value is Selected

I am trying to make a validation rule on Lead that will be for one profile and one role. The rule says that if the specific picklist value is selected and if one field in empty and then it should ...
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2answers
41 views

Validation rule for Contact Number

i am trying to validate the contact no. it must be started with 7,8,9 only. Ex: 9493654336==> NO ERROR 6754294763==> ERROR Can anyone please help me out
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2answers
40 views

Lead conversion unit tests throw errors for validation rules that use custom settings

I'm running into an odd issue with some of my unit tests & can't seem to find out what exactly is causing it the problem. Several of my unit tests revolve around converting a lead to an account ...
2
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1answer
22 views

Validation Rule to Restrict Users from Changing Ownership (if they're the owner)

I have created this validation rule to restrict users from updating account ownership if a record has a Ship to ID populated that starts with a 6 or 7 unless you have an admin or IT user profile. We ...
0
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2answers
18 views

How to add a validation rule in the scenario?

I have a checkbox field chk_A on Account. I want to make sure that at least one of the children Contact's checkbox field chk_B is checked that chk_A can be checked. Can I loop the children Contacts ...
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12 views

Can't update Field A due to unrelated validation error on Field B

We provide a managed package on the AppExchange which includes a sync process where we update fields belonging to the managed package, via the BULK API. Frequently this fails for customers due to ...
0
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1answer
36 views

Validate new record against existing records

So I have a custom object called properties Properties has a master detail link to a person account, and there is a field called property type. I only want to be able to assign one property type per ...
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1answer
14 views

Opportunity StageName from Closed Won to Closed Cancelled

Got an error condition formula below: AND( ISPICKVAL(PRIORVALUE( StageName ), "Closed Won"), OR( ISPICKVAL(PRIORVALUE( StageName ), "Closed Won"), ISPICKVAL(PRIORVALUE( StageName ), "Commit")), ...
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1answer
39 views

Can I make Account Owner read only?

This is my issue Users assigned to a particular profile who cannot change the account owner. I went into the profile to set OwnerId to readonly and cant do it at profile level for some reason. ...
0
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1answer
19 views

Is it possible to use a Validation Rule to enforce a text field begins with certain characters?

For example, when creating Campaigns, I would like for each Campaign Name field to begin with "FY" - thank you!
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1answer
8 views

Restrict tasks logged by user to a particular type

We are required to restrict a particular profile from logging tasks on any other object but the case object. I see i can use what.type in apex code, but i am trying to evaluate use of a validation ...
5
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1answer
59 views

Phone Field in Custom Object

When I add Phone field in custom Object, I want to the user to enter minimum of 10 digits, if the user enters less than 10 digits they should get error [Just the numbers, no need of any special ...
2
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2answers
33 views

Account Validation Rule That Exempts Specific Profile IDs

I'm hoping to create a validation rule so that Once a Ship To ID (custom field on account) exists that starts with "6" or "7" users cannot change the Account Name with the exception of if you are a ...
0
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1answer
26 views

Opportunity Validation Rule on Primary Campaign

I must be going crazy. On an Opportunity I want the Validation Rule to trigger when no Primary Campaign has been selected. This is a Standard Field on the Opportunity so the rule I set up is ...
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45 views

Closed/Lost opportunity stage match with Omitted forecast category

Time-based Workflow on opportunity Object. As per our workflow criteria when 'Closed date and Reservation End date equals today's date and Reservation Flag is true' the workflow fires and updates 2 ...
2
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1answer
62 views

Regex in the validation rule

There is a field for 6 digit serial number in a record. Since the field can contain only numbers, I have created a validation rule with regex to check only numbers are entered in the text field. But ...
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2answers
46 views

REGEX Pattern for “PO BOX”

I have a requirement to create a validation rule on custom object Address_vod__c. There is a picklist field in the object,'Type'. If 'Type' value is not 'mailing' then restrict to create or edit ...
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1answer
170 views

Conditionally change background color of column using formulas on style= attribute

I have the following statement for an object, I'm trying to use highlighted columns in a pageBlockTable according to a specific value, this page gets the value of the field and set a background color. ...
0
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1answer
54 views

Word Count Formula

I have a text area on a form, and also a forumla field that displays the max number of words allowed to be enetered in the the text area. I want to use a formula as a validation rule, that says if ...
0
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1answer
74 views

Validation on Field : JavaScript regex required for Field

Following is the requirement of field value should be - else it should generate an error Format to be only 9 characters with 2 letters, followed by 6 numbers, followed by one letter e.g. ...
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2answers
99 views

Validation Rule to auto populate Date field when a picklist value is selected

I have made a validation rule below to auto populate a date field to today if picklist value is selected, but this seems to be not working: AND( Offer_Stage_Date__c > today() ) ((OR(ISPICKVAL ...
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1answer
68 views

Validation rules Account: Changing owner limitation

I am trying to create a validation rule for Account. I want to limit the capability of the user to transfer the accounts (or changing de ownerID of the Account) . I only want them to be able to ...
0
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1answer
51 views

Validation Errors While Changing Field

I am trying to update a field to show 4 decimal places. The field is a custom field and is a Formula(Currency). Other fields like this I went in changed it from 2 decimals to 4 with no problem. ...
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1answer
17 views

Salesforce Validations

I have a requirement like the user can edit any closed opportunity only once after the opportunity is closed . When the user try to edit the opportunity second time after the opportunity is closed it ...
2
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1answer
21 views

Prevent user returning from 'Qualified' Lead status value

Requirement: When users set lead to 'Qualified' I want validation to prevent them returning to any other status. I have tried the below but the validation kicks in when I am trying to convert because ...
0
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1answer
85 views

Nesting IF Statement in Validation Rule

I'm trying to figure out a nested IF statement for a validation rule on a custom object I've created. The goal of the validation rule is check to see if option 1 OR option 2 or option 3 is selected ...
0
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1answer
107 views

any way to handle validation rule errors nicely in flows

When working with a visual flow, it seems that when you get an error saving a record because of a validation rule, that the only error Salesforce will give you is: An unhandled fault has occurred in ...
0
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1answer
34 views

Validation rule bypasses null value

I have two percent fields in this validation rule Day_Split__c + Night_Split__c < 1 Works well when both values are entered. However, if one of them is null, the validation rule evaluates to ...
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2answers
27 views

How to validate aggregate on child records

I have an object, lets call it Bill__c, that has a related list containing Contacts. In this relation each of the Contacts can be assigned a percentage of the total fee due on the Bill__c. I'd like ...
0
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3answers
69 views

How can I fix my birthday reminder to support leap years?

I have created formula field name as 'Next Birth date'. Without code for leap years: ...
0
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4answers
57 views

Salesforce Function For Validation on Selection a value from Picklist

What function should I use for validation rule as I want a validation rule to be used if I select a value from a picklist. for example, IsChanged can be used for updating the record. I cant use IsNew ...
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1answer
16 views

What are the data validation when upload data

Wanted to see if anyone knows what rules ET use to validate email address when it imports?
0
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2answers
34 views

Dealing with legacy data violating validation rules

In a traditional database, constraints will be applied to all data in the database. In Salesforce, however, validation rules only apply to data that has changed. As I update my schema, I also update ...
4
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1answer
67 views

Proper method to get validation rule into Production

I have created a "Validation rule" on "Opportunity" object in Sandbox based on my requirement. It worked out fine. Now i would like it to move into production. I just copied the validation rule ...
6
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2answers
140 views

Validation rule that requires a picklist value in a contact record once a picklist value in an opportunity record is selected

Is there anyway to make a contact record picklist value (Customer) become a required selection once a opportunity record picklist value (Closed Won) is selected? I ask because sales reps forget to ...
1
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3answers
62 views

Restrict a particular alphabet combination in a field by validation

Can I restrict ' PO Box' , ' P.O. Box' or these values alongwith hyphen or so from being entered in a particular text field on a custom field on Account?
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134 views

field validation on approve or reject for approval process

I am creating an Approval Process. Its a simple process with 2 approval steps I have a requirement where an assigned approver (user) must populate one or more fields on a record before they approve or ...
0
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1answer
18 views

How to perform validation “If Priority is selected as Critical or High OR Requested Due Date is less than 10 working days show a message ”

How to perform validation "If Priority is selected as Critical or High OR Requested Due Date is less than 10 working days show a message. Requested due date is populated by adding 10 business days to ...
3
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0answers
45 views

Changeset items diff between changeset and org

Before the new deployment status page was added, there used to be a feature which showed you the items in your changeset that are new, that will modify the existing items, or that have not changed ...