Questions tagged [validation-rule]
Validation rules verify record data meets the standards you specify before the record can be saved.
939
questions
-1
votes
1
answer
24
views
Preventing Opportunity stage changed based on amount and picklist value
I am needing assistance creating a validation rule preventing users from moving the Opportunity to a higher stage based on a picklist value being selected and the amount of the opportunity.
Example: ...
0
votes
0
answers
24
views
After Flow Validation Error
Background on our Salesforce org:
Validation rules have been created in order to prevent Sales users from modifying Account & Contact Owners
An After Flow has been created that in the case ...
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0
votes
1
answer
19
views
Validation Rule: Multiple combines into one rule
I have three similar validation rule which I'm trying to make it into a single one: My field is a Percent
my three different validation rules are:
1.
OR(
field1__c + field2__c > 1.0
)
2.
OR(
...
- 6,559
0
votes
0
answers
22
views
Validation rule for country code
I have custom metadata which is 'All Country Code'
And I have custom field there which is 'Codes'
Is it possible to add validation rule for specific country in the following way:
if '44' (United ...
-1
votes
1
answer
27
views
Validation Rule with Salesforce Admin [closed]
I'm trying to create a Validation on Opportunity that gets triggered when
Opportunity stage = On-Hold, On-Hold(text field) = blank, and the user currently editing the record = System admin.
-1
votes
1
answer
20
views
How to allow change Close Date on Opportunity irrespective of all Validation Rules
How do I allow users to change Close Date on Opportunity even if there are Validation Rules that ask them to fill certain fields, that cant be blank based on the Opportunity Stage they are in.I want ...
- 29
0
votes
1
answer
21
views
Milestone Actions and Case Validation Rules
I have some case milestone warning actions (field updates on Case). Under some circumstances, I want these to not run. I am unable to put any conditions on such actions, and so I have tried to add a ...
- 2,601
0
votes
0
answers
15
views
Validation Rule in Current User is the only can take ownership of Case except Refer to Manager Queue And Queue members
After creation of Case
1.Current User can't assign this case to other Users.
2.But Current User can assign the Case to Queue named Refer to Manger
3.Now consider inside the Queue there are three ...
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0
votes
0
answers
18
views
Create field validations using a flow
I am trying to create a field validation that would prevent a user from selecting a checkbox until certain fields are filled out. In other words, the fields cannot be blank or null. I tried using a ...
- 1
0
votes
0
answers
31
views
Validation rule to make required field editable only through a flow?
I have a requirement to make the Close Date field read only on the page layout. There is an existing flow in place that is triggered only when Action By Date field is changed, and the flow then ...
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0
votes
2
answers
22
views
Validation rule doubt
HI all I have a doubt in a validation rule.According to my requirement if a user tries to change a picklist value from 'Ready to program' to 'Approved' he shouldn't be able to do so unless the four ...
- 19
0
votes
3
answers
32
views
What could be the validation rule, so that new account can only be added if date is even
I am new to salesforce and is practicing new things to increase my knowledge. I came across scenario where only account can be added if date is even. For the same, I have created Date__c field in ...
- 3
0
votes
2
answers
43
views
Validation to allow one decimal only
I'm looking to validate percentage field type to ensure they contain only one decimal and can be between 0.0 and 100.0.I want to see an error message when more than one decimal is entered.
I tried ...
0
votes
1
answer
15
views
Check Duplicate Records and sObject row does not allow errors
I read through some of the existing posts on here about this error and I think I'm still confused on how to solve it in my context.
I am trying to prevent duplicate products from being added to an ...
- 545
0
votes
0
answers
22
views
common.exception.SfdcSqlException: ORA-30006: resource busy; acquire with WAIT timeout expired [duplicate]
I am trying to update the CaseOwner field using a scheduled flow. The flow is able to update the CaseOwner Field for few cases. And for few cases, I am facing the following error in Production. In ...
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0
votes
1
answer
20
views
Validation Rule not firing when criteria has been met
We have a validation rule for our approval process and it's not firing when a portion of the criteria has been met. I have tried everything and cannot seem to get this to work. What am I doing wrong?
...
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0
votes
0
answers
37
views
Validation rule only when New creation
I hope someone can help me with this issue I'm having. I have a validation rule that given a date value should only apply. So any historical data should not be affected. The rule is
AND(
DateValue(...
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0
votes
0
answers
12
views
Validate Reassigned Approval Request's User Role
I have a requirement where in when the Approver of the record reassigns another user as Approver I want to make sure the reassigned approver's role is same as that of Original Approver?
Basically I ...
0
votes
0
answers
28
views
Validation Rule Language
I have a simple validation rule that should not be triggered when working as a system administrator. So the simplest version would be:
AND(
$Profile.Name != "System Administrator",
...
)
...
- 1,930
1
vote
0
answers
41
views
Cross Object validation rules
I am newbie who trying to write her first validation rule. However, I am stuck and hoping to get some help.
I need to write a validation rule to prevent user from selecting Project (custom object) ...
- 11
0
votes
2
answers
51
views
And condition doesn't seem to work in validation rule
I am trying to create a validation rule to fire if owner of a record is active then its owner cannot be changed. But doesn't seem to work?
AND(
Owner:User.IsActive = true,
ISCHANGED(...
- 39
0
votes
1
answer
27
views
Formula on a formula field not showing errors but doesn't fire
I have this formula which checks on a picklist field not equal to certain values and if the date is less than today, this formula field should have a value of Overdue or else it should take the value ...
0
votes
0
answers
54
views
Validation rule requiring specific picklist value based on Profile and Record Type
I have a picklist field that needs to have the default enforced for only one profile, if Record Type is "Implementation Work Order". I have made the Project Phase picklist value "...
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0
votes
1
answer
36
views
Disabling fields based off of multi picklist
I am trying to disable/restrict fields when choosing a multi picklist value.
If (multi picklist) Applicable Reporting= No reporting required
Fields x,y,x should be disabled or read only when creating ...
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-1
votes
1
answer
24
views
Validation rule issus
I want to check this condition :
If the field status ( Picklist) is "ended" , then , verify If the field description is empty , if is empty , the validation rule should work and the error ...
0
votes
1
answer
29
views
Validation rule problem
I have this two validation rules
The first to express that if the profile is Profile DS or the profile has the permission set ObligatoryPermission , the field Date must be required .
and for the ...
-1
votes
1
answer
36
views
Validation on Opportunity RecordTypes
I would like to write a validation Rule on "Opportunity " Object
Error should be displayed , if Opportunity Record type == XYZ record type and Product Family is not equal to XYZ
I am trying ...
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-2
votes
1
answer
76
views
make a field required for a specific profile
I want to make the field deadline required if the user profile is Profile Bs , it not should be empty . (The deadline is a Date ) , but with this code is not working for me , I tried before the ...
0
votes
1
answer
72
views
Validation Rule for picklist and text
I have a Validation Rule in which there are 2 picklist fields and one text field. I am writing VR for text field.
The 1st picklist_field1__c which have values like (text -abc, text-def, text-xyz, help,...
- 11
0
votes
1
answer
27
views
To Validate two custom text fields
Having Two text fields Document_Id__c and Confirm_Document_Id__c. Once the Document_Id__c is filled the Confirm_Document_Id__c field must not be blank and must check whether it contains the value or ...
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1
vote
1
answer
76
views
validation rule for text and picklist
I am working on a validation rule where I have 2 fields, one picklist and one text field.
I want to throw an error to the text field when someone tries to manually enter abc, def, xyz.
So far I have ...
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0
votes
1
answer
42
views
Case Triggers or Validation rule not fired when Ownership change happens from Change owner button on Account page
We have a functionality in which we need to update ownership on Case when certain condition satisfies. So we went ahead and wrote 'Validation Rule' on Case.
For eg (I have not included more condition, ...
- 6,218
0
votes
1
answer
32
views
Validation error while saving record [closed]
I have a custom object and 2 users from same profile are seeing different behaviours.
Although the CRED access on the profile is CRE, the 1st user is able to edit it while the 2nd one cant.
There are ...
- 15
0
votes
1
answer
52
views
Prevent users from Skipping Lead Status but allow to skip just one non mandatory step
I am using a Validation rule to Prevent users from Skipping Lead Status but I recognized that one step isn't mandatory, Unqualified and can be skipped or marked at any moment.
Here is the formula I ...
0
votes
0
answers
18
views
Adding a validation rule based on the response of API call to third party system
We are integrating our salesforce instance into a third-party system.
I have to stop the users from editing a field in Salesforce when certain values are not matching. To accomplish this, the third ...
- 253
0
votes
1
answer
51
views
Validation Rule for Opportunity
I'm receiving an error for a validation rule. Any help would be great! Essentially I'm trying to create a validation on the opportunity record to say that If the stage= Closed Won or Sent Membership ...
0
votes
1
answer
33
views
validation rule for not changing a field by Quote status Closed Won besides the Admin profile
Good day,
I have to create a validation rule that will prevent all users for changing of the field Account on Quote object when the Quote Status is closed won.
Here is my validation rule, and it is ...
- 13
0
votes
1
answer
20
views
How to specify 'Date before current month' in this VR?
this validation rule should say "one of these three fields has changed AND Stage=Posted AND Close Date is before the current month" but it's still permitting edit of Stage, and I'm not sure ...
- 19
1
vote
2
answers
182
views
Make Account Number unique
I thought of adding a validation rule to the Account that would check if an account number already exists via VLOOKUP. Unfortunately it seems that $ObjectType.Account.Fields.AccountNumber is not ...
- 1,930
0
votes
1
answer
30
views
Force opportunity status update when product is added
I have the following code:
AND(Product_Count__c<>0,IF(OR(ISPICKVAL(StageName,'Scheduled')),true,false))
This works but the problem is you can't add the product without changing the status first,...
- 127
0
votes
1
answer
76
views
Validation rule - account executives can't edit closed won opportunity
I need to make a validation rule for Opportunities to make sure AEs can't edit closed won opportunity stages. The syntax for the rule I made works but when I log in as an AE I can change the ...
- 1
0
votes
1
answer
58
views
How to inactivate a validate rule using SFDX command
Is there any way that we can inactive/deactivate a validation rule using SFDX command?
I have researched completely. And I thought that force:source:deploy would help, but it seems to be a little ...
- 13
0
votes
2
answers
98
views
Validation rule to restrict picklist value for every user but sys admins
I need to restrict a picklist on accounts. If the account type is Referral Account, the picklist Category shouldn't be changed to Personal Network if the user isn't System Administrator.
The Referral ...
0
votes
1
answer
35
views
Validation rule to be adjusted
Hello after adjustment of validation rule when I am creating contact with one of the profiles from the validation rule and insert mobile phone the validation rule still doesn't allow me to create a ...
- 13
0
votes
0
answers
28
views
Validation Rule On Related List
I have a request to make Page> Related Record required, via validation rule.
It is a Lookup Field to Account Name with an Update Action. Im not at all familiar with Lightning Pages or how the ...
0
votes
1
answer
37
views
validation rule creation
Good day,
please support me in the following requirement. I have to create a validation rule on Contact object. It should be valid only for the profiles below. It should be for insertion of Phone or ...
- 13
0
votes
1
answer
85
views
Having CloseDate of opportunity in future, CloseDate do not change to today when I close the opp
I am having this issue that when I close own the opp. the CloseDate do not change to today's date automatically but stays the same in future date. Like in the
I do not know what is the issue here. ...
- 113
1
vote
1
answer
79
views
Allow users access to picklist field, based on the existing picklist value and the new picklist value
We have a specific user that can edit Account records (use has full CRED to Account object as well as edit permissions at the field level) we want to restrict them from editing the standard field &...
- 11
-1
votes
2
answers
164
views
Validation rule on percentage field
How would you do implement validation rule which prevents users from entering a decimal into a percentage field. For example, if the user enters 0.5 or .07, give error. So the user can enter greater ...
- 6,559
0
votes
1
answer
29
views
Validation Rule date can only be changed to date in the same month BUT not changed if the month has already passed
The validation rule I have right now stops reps from changing the date if the meeting has been completed, indicated by a checkbox.
AND(
Meeting_Conducted__c = TRUE,
ISCHANGED( Meeting_Date__c ))
But ...
- 11