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Questions tagged [validation-rule]

Validation rules verify record data meets the standards you specify before the record can be saved.

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How to prevent a 2GP Package from being blocked by a customer's validation rules?

When a user installs my AppExchange package, I am using the InstallHandler to run a Batch job to populate a new custom field on the Opportunity object for every single opportunity, as recommended here....
louis's user avatar
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Can't send an automatic email when validation rule is triggered

When I get an email from specific email address with specific subject, I want to: Block this email from creating a case send an automatic email to this email address that their case wasn't created. ...
Bassant Eldeeb's user avatar
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Validation rule that excludes a picklist doesn't work

I have a validation rule that prevents the case from closing if it does not have an associated account, however, I need to ignore this rule if the picklist value is "E-mails que não são casos&...
Camila Rizzi's user avatar
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2 answers
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How to exclude a related object type from validation rule

I have an Object called 'Program' which is creating/inserting a Task record. On the Task I have a validation rule for a specific profile which is blocking the creation of Program indirectly through a ...
Niklaus's user avatar
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Validation Rule firing for Unknown Reason

Here is my rule - it fires when I try to move to > 75% probability on an Opportunity NOT owned by me. It does NOT fire in my sandbox. AND( Owner.Id = LastModifiedBy.Id , ISCHANGED(Probability), ...
jaw999's user avatar
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Oracle exception updating Account record

On the Account SObject I have defined a validationRule which checks that the billing country of a record must be the same as parent account's billing country if it is defined AND( NOT(ISBLANK(...
user2610036's user avatar
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What's this Label in Validation Rule?

I was looking at a Validation Rule and it has below text. I would like to know where this $Label is located in Object Manager? CONTAINS($Label.List_of_users_and_profiles, $User.Id), CONTAINS($Label....
DigitalCS's user avatar
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1 answer
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Validation to require a field updated

I need a couple number fields updated when a checkbox is checked, but if there's already info in the number fields I want it updated. Here's what I have: AND( Field_Follow_CAxT__c = True, OR( ISBLANK(...
staci's user avatar
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Avoid using merge fields in validation formulas

So I've just come across this as part of Salesforce best practices for validation rules. Avoid using the IsClosed or IsWon opportunity merge fields in validation formulas. Instead, use the ISPICKVAL ...
Dan Beer's user avatar
-1 votes
2 answers
54 views

Need help in forming validation rule

I have to two fields Payment status and manager status So have to create a validation rule where if Manager status is Blank and payment status is closed then block payment status update. My formula is ...
Rika Das's user avatar
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1 answer
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Validation Rule Not Functioning

Below is the validation rule that should trigger when: To close this move, the Art Handler Must enter Color Temp and Light Intensity for Fine Art items moving to NG2A or NG3A. AND( $UserRole.Id = '...
Alex's user avatar
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Validation Rule IsChanged

I have this validation formula, which is not firing when I provide a Contract_End_Date__c prior to today's date. Otherwise for any future date it is working as expected. AND( ISPICKVAL(...
Jolly's user avatar
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Custom validation rule - for unique value

I'm using Custom Metadata Types and writing validation rule to find if this combination has uniqueness if it's (meaning its a duplicates) then throw an error here is what I was able to do but I'm ...
Nick's user avatar
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-1 votes
1 answer
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Write a Validation Rule based on criteria

Write a Validation Rule on Account object of Salesforce which creates an account only when Rating is "Hot". Also, After creating the account, when we need to update it, Rating can only be ...
Vaibhav Ganeriwala's user avatar
1 vote
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Help: validation rule (Product/Product Family)

I need to build a validation rule with the following requirements in 'Product' object: Family Product = 'PestControl' (picklist/native) TypeProduct__c = 'Contract' OR 'Active' (picklist/custom) IF ...
Aparicio Jr's user avatar
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How to bypass a validation rule on event creation?

I want to bypass this validation rule on new event creation and this validation is on contact object NOT( OR( LEN(Linkeldin__c) = 0, REGEX(Linkeldin__c, "^https:\\/\\/[a-z]{2,...
sarah's user avatar
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1 answer
51 views

Validation Rule on Parent opportunity field by checking child opportunity field

We have Parent Opportunity and Child Opportunity Record Types with the same Delete check box field. I am trying to write a validation on the Parent Opportunity - Delete check box field. Unless a user ...
Gathi's user avatar
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-1 votes
2 answers
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REGEX Validation Rule error on blank field

I am trying to create a validation rule for a text field to only allow letters and a few special characters to be saved in the field. The special characters are " - ", " . "," ...
S.H's user avatar
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Approval Process Update conflicting with validation rule

I have a flow that automatically fires an approval process that needs unanimous approvals from three different managers. When the Opportunity enters stage 5, this before-save record triggered flow ...
Balaji Pooruli's user avatar
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1 answer
51 views

Nested AND/OR Statement in a Validation Rule on the Case Object

I've tried following other resources, but decided to share this one to see if anyone could help me get the syntax correct: I need to display an Error message on the Case Record when someone tries to ...
Patrick Fuller's user avatar
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2 answers
78 views

What is the best way to prevent a field from being editable at a certain value?

I have a checkbox that I would like to not be un-checked once it's been checked. I've accomplished this by putting in a Validation Rule. AND(ISCHANGED(Field__c),PriorValue(Field__c) = True) But is ...
Zoom_v's user avatar
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Validation Rule on Pre-Chat Intake form

I'm seeking a way to implement validation for the "Phone" field within the standard Pre-Chat form. While I've successfully added a 10-digit validation rule to the "Phone" field on ...
Dave's user avatar
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-1 votes
2 answers
145 views

Contact Role Required on Opportunity Upon Creation

I want to have contact roles required when an opportunity is created or even marked as stage 1. However, I only want to use this on my renewal opportunity record type and not the others. How would I ...
M.M.19's user avatar
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2 answers
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How do you block a user from updating a particular field while allowing a flow to do so?

I need to allow a flow to update a record status to a particular stage, while users are prevented from doing so. My problem is that if I set a validation rule to prevent users to update a record ...
Sebbie's user avatar
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Is there any disadvantage or limitations when using Custom Permssion in Validation Rule?

I just need to confirm your experienced, if there is something I need to be aware of in using Custom Permission? We are hesitant to used the custom permission assigned to permission set to create ...
Kato's user avatar
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-1 votes
2 answers
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validation rule to allow an upgrade of priority, but not downgrade [closed]

I have a need to have users be able to change a Priority but only if its being upgraded. Our priorities are P1 P2 P3 P4 I don't want certain users to be able to move a case from a P1 down to a P4, but ...
staci's user avatar
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1 vote
1 answer
72 views

Validation rule help - After Stage passes

I want to enforce my users to fill out two fields but instead of making those fields compolasory at the start I want to create a validation rule so when the Opportunity passes a stage they have to ...
Quango Bruce's user avatar
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134 views

How to insert REGEX line breaks in Validation Rule

The Validation Rule listed below is supposed to fire if the below criteria is not met: For Sales Orders, enter between 6-8 digits OR For Delivery IDs, enter 10 digits. Users may enter multiple values ...
Adnan's user avatar
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1 answer
129 views

Prevent the merge of Contacts from different accounts

I have created a validation rule to prevent the merge of Contacts from different Accounts, but I get this error: AND( NOT(ISBLANK(PRIORVALUE(AccountId))), NOT(ISBLANK(AccountId)), PRIORVALUE(AccountId)...
Mónica's user avatar
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-1 votes
2 answers
139 views

Salesforce formula for multiple picklist values

I am trying to write a formula where if Field- 'Status' contains picklist value as 'New','In-progress' or 'Escalated' then I want to make Field - Urgency to 'False'. Can anyone please help me I tried ...
Aswini B's user avatar
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403 views

Validation Rule error message always showing on top, not under the field

I have a validation rule and it should display the error message under a checkbox field 'Consent received to add as a Contact ?' but it is always displaying the error on the header of the page. I have ...
Damodar Singh's user avatar
-3 votes
1 answer
180 views

Create a validation that will not fire unless the amount is greater than 0

I am trying to create a validation rule that will fire when the Amount_1 is greater than or less than Amount_2 but not when Amount_1 = 0 Amount_1 <> Amount_2
Danielle Pulley's user avatar
-1 votes
1 answer
42 views

Validation Rule Conflicting with Process builder

I have this validation rule which locks the field of opportunity when its closedwon/lost. But it is not working as it is conflicting with a flows(which updates closewon/lost dates as today() ) saying ...
Rajdeep Baghel's user avatar
3 votes
2 answers
246 views

How to use Custom Label in REGEX function in Validation Rule

I am able to use the regex formula string directly in the validation rule and its working fine when I tested it. AND( CONTAINS(RecordType.Name, 'International_Lead'), !REGEX(Phone, '^(\\+)\\d{...
Rival's user avatar
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1 vote
1 answer
81 views

Can you automatically retry a trigger if record validation fails without user intervention?

We have a custom field with the Unique Id attribute. This field represents a randomly generated string that is used as a publicly facing identifier. This public id field is randomly generated and ...
kennyc's user avatar
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-1 votes
2 answers
88 views

Validation rule for Multi picklist

I have a requirement where if a value "Others" from a Multi picklist is selected, "please explain others" text box should be used, if any other value from Multi picklist is ...
H M's user avatar
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92 views

Validation rule to prevent editing a record [duplicate]

I'm new to validation rules and I'm trying to write one for a custom object that looks at a field called Status and once the picklist value is changed to "Complete", then no one can edit any ...
DUser's user avatar
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-1 votes
1 answer
142 views

Validation Rule for locking specific fields

I am looking to create a validation rule that if the checkbox "verified" ( Verified__c ) is checked then it locks these three fields, Legal_Entity_Name__c , ...
Brooklyn Jean's user avatar
-2 votes
1 answer
104 views

I need to exclude one profile from a validation rule

Lead Source a mandatory field and the validation rule on conversion means it has to be completed. this is true for all our users with the exception of 1 user profile. How can I exclude them from this ...
Pam's user avatar
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0 answers
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Validation rule . sales lead(Custom Object) locked by another user only "sales Executive" tagging lookup(User) field should be editable all user

We can't save this record because the “Share Sales Lead Record” process failed. Give your Salesforce admin these details. This error occurred when the flow tried to update records: ...
Suvarna's user avatar
0 votes
2 answers
87 views

dependent text field validation issue

I'm writing a validation rule for dependent text field. If user has selected "Other" option then must fill text field. ---> done like below But if any value choosen except "Other&...
Basha's user avatar
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0 answers
86 views

Why insert is rolled back when validation triggered in bulk update

I have list of 2 records i try to update in bulk from object foo__c, this should trigger an insert of 2 records from the object zoo__c. One of the updated foo records hits a validation rule (as ...
Michael Imas's user avatar
-1 votes
1 answer
108 views

Contacts can only be linked to Accounts with ownership set to private

I have a requirement in a salesforce project. Contacts can only be linked with an account that has Ownership field set to private. I simply did a validation rule on Contact : NOT(ISPICKVAL(Account....
Mazigh's user avatar
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0 votes
1 answer
486 views

Apex is throwing error but LWC is not catching and displaying the correct Toast message

I have created a validation rule on Order Product Object, it is working as expected on the record page. While making changes from LWC, error message is not shown, instead a success message is showing ...
Shashwat Chaturvedi's user avatar
-2 votes
1 answer
80 views

Validation rule with Regex

I am creating a validation rule using regex , can someone help here. If the company picklist value is 'Electrical', then only Account Number can have hyphen. for other company picklist values , hyphen ...
Salesforce Enthusiast's user avatar
0 votes
1 answer
640 views

Validation Rule for specific text values

I have a requirement to create a validation rule on a text field where the values must be capitalized, and restricted to specific values. I realize that converting this field to a picklist is the ...
Drew's user avatar
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-3 votes
2 answers
71 views

Validation Rule on case object

Could you please correct me this validation rule AND( OR( RecordType.DeveloperName = 'RMA', RecordType.DeveloperName = 'Device_Swap' ), NOT(ISBLANK(...
Daya Gowda's user avatar
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1 answer
98 views

Throw Validation On Quote - Deal duration(Between Start date and Endate) can't be less than 1 year (or 12 months)

I want to throw Validation on Quote whenever user enters start date and end date, they should get an error if the deal duration is less than 1 year E.g. :- Start Date is 14/9/2022 and End date is 13/9/...
sonam singh's user avatar
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0 answers
68 views

Flow on Task to trigger validation rule

I have a validation rule on the Task object which simply points to a checkbox field, if true then error. I am using a fast field update flow with some simple logic that, according to the debugger, ...
JaredT's user avatar
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0 votes
2 answers
71 views

Validation rule to prevent field change

I have trouble with this validation rule on Account. It should allow changes on MainBrand__c only if MainBrand__pr.WebsiteRelevant__c = true and RegistrationDoubleOptin__c = true. I tried this but not ...
Ивелина Иванова's user avatar

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