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

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Validation Rule criteria

I have two custom objects Event & it's child Event_Attendee. Now I have a Mobile ID field on Event_Attendee based on which I need below validation Rule. OR(AND(Event_Attendee_Count__c > 1 , ...
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1answer
26 views

Dilemma - How can I overcome a race condition (loop) in validation/workflow rules?

I have a validation rule on oppty stage, that prevents our partners from setting it over 0.70. AND( Probability > 0.70, $Profile.Id = "00e2000000xxxxt" ) There is another WFR that is based on ...
6
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1answer
53 views

Validation Rule to count words

What I'm trying to do a validation rule to count number of words in a text field and return an error if field have more than 80 words. Validation Rule Condition Formula NOT(REGEX(TRIM( ...
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2answers
78 views

Validation Rules For User Object

I Need to create a validation Rules that when New User created then Manager Field should be Required. For that I have created a validation Rules below, but it is not Working. NOT(ISBLANK( ManagerId ...
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2answers
23 views

Validation rule on lead to prevent conversion

Was hoping someone could help with the following: I would like to prevent a user from Converting a lead that does not have 1. at least 1 alpha character (upper or lower case) - (A-Z) or (a-z) 2. Or ...
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1answer
13 views

Validation Rule for QuoteLineItem Quantity field

Quantity field is a Number(10, 2) datatype User need to enter only be whole numbers like 1.00,2.00,3.00 not 1.5 or 2.75 If user enters 1.5 or 2.75 I need throw validation error message. Thanks
2
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1answer
29 views

Show DML exception in VF page

Summary of what i am doing - I have a standard Object - ServiceContract, its child (detail) standard object ContractLineItem, and a custom object (Transaction_Line_Item__c) which is a detail to ...
2
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1answer
37 views

Getting Error in Mail Validation

Hi i am getting this error when I try to validate an email: [documentation] => https://code.docs.exacttarget.com/rest/errors/500 [errorcode] => 0 [message] => Internal Server Error The code was ...
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1answer
29 views

Validate fields on Lead Conversion

I want to ensure that a user cannot convert a lead without ticking three checkboxes (below). Below is my validation rule but it still allows the user to convert the lead. Any ideas? AND(IsConverted = ...
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1answer
31 views

Opportunity Validation Rule Will Not Fire

I have a validation rule that doesn't seem to work. I think the issue is the Stagename field. I've tried the Stagename values with and without spaces. When I have a record that should meet the ...
0
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1answer
14 views

New button on Related list to be active based on condition

I have a Sturdy(Custom Object) related list under Account object, i do want to make the New button of the Sturdy related list to be displayed only if the Account status is Active?
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2answers
24 views

Validate Date from another object

I want to create validation rule on Object 1 to check date on another custom object Object 2. The Object 1 has a look-up field to Object 2. I want to compare create date of record of Object 1 and ...
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0answers
17 views

Custom Validation on Knowledge Articles

I want to add some custom validation on articles. The problem is that articles don't support validation rules(idea) nor do they allow triggers(idea). You can do Process Builder or workflows, but those ...
2
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1answer
39 views

Unable to validate the date in VF page

I have two date fields (Start Date & End date) which i want to compare (End date should be greater than Start Date). For comparing i'm using Date.parse() of javascript. When the locale of my SF ...
2
votes
1answer
22 views

How can I create Opportunity Validation Rules without breaking Lead Conversion?

In our Salesforce process, our Opportunities have a custom Picklist field called 'Vertical' to track the industry segment of each Opportunity. I'm trying to make this a required field. I'd like to ...
2
votes
1answer
62 views

XOR operation on two checkboxes in Salesforce

I need to make a selection of Gender. [ ] Female [ ] Male. Either one of them must be selected. I used following formula for validating. AND( Female__c = TRUE , Male__c = TRUE ) Using this, I ...
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1answer
27 views

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
52 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
79 views

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

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
46 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
34 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
votes
2answers
43 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
28 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
54 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
37 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
59 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
28 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
36 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
50 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
53 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
38 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 ...
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2answers
20 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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0answers
14 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
41 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
21 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")), ...
2
votes
1answer
52 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
22 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!
0
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1answer
13 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
68 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
votes
2answers
46 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
35 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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0answers
57 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
votes
1answer
86 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 ...
1
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2answers
73 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 ...
0
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1answer
285 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. ...
2
votes
2answers
96 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
112 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. ...
0
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2answers
128 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 ...
1
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1answer
99 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
66 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. ...