Questions tagged [validation-rule]

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

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1answer
18 views

SF field to be conditionally required based on other fields on the object

I've created validation rules to conditionally make fields required on record type 'Participant' but appears something is off as it is not giving me expected results. Please take a look and let me ...
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0answers
25 views

Validation Rule Formula for Status Change [closed]

Suggestion for a formula for a validation rule to prevent users from changing status to settled if Total order amount is less than or equal to 0.
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1answer
25 views

Prevent Case Status change validation rule

If the work item status is 'Done' and the case status is being changed to 'Cancelled,' there should be a validation rule that prevents this from happening. Here is what I have: AND( ISCHANGED(Status),...
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3answers
30 views

How to prevent Users from transfering their own records

I want to prevent users from transferring their records to another user. I tried the validation rule AND( ISCHANGED( OwnerId ), Owner:User.Profile.Name ='Profile'` and it works when they are ...
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1answer
63 views

Validation rule on user detail record to make phone number field required but only for certain profiles

I can't seem to get my validation rule to work. I need a Validation rule on user detail record to make phone number field required but only for certain profiles. I need the number to be in the format ...
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1answer
42 views

Catch validation rule error in apex and show in lwc

I have a validation rule which is stopping my record to get updated. I have to send just that specific validation error and display in lwc. Apex code:` }catch(Exception e){ throw ...
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0answers
18 views

Is it possible to create a custom error message for an autolaunch flow when it fails?

Heyyo I'm using a flow to update a text field on the opportunity. It loops through the added products on the opportunity product line and then updates the text field. I also have a validation rule on ...
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0answers
39 views

Where is the gap in my validation rule using REGEX?

I want to validate that Case Serial Numbers (origin !=web) are not less than 8 characters, never greater than 18, never = 11, 12, or 13 characters. AND they must be one of the REGEX statements below. ...
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1answer
15 views

Validation rule limiting which profiles can add values to picklist fields, later blocks users editing record at all when field is filled out, why?

I have a validation rule on Opportunity that only Admin profiles can add values to certain picklist field. As Admin I have filled out this field on several records, and now users are experiencing ...
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2answers
28 views

How to adjust this Validation Rule formula?

This Validation Rule formula on Contact works and fires when a Case Manager tries to edit the record. So far so good; they should not have access when the picklist value is as shown. But two Users ...
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1answer
50 views

Why is this validation rule not working? [closed]

I have tried this with another ID, which is a queue and it works as expected, but it does not work when I use a User. Any input is helpful, Thanks AND( $Profile.Name <> "System ...
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1answer
26 views

validation rule on quote object

Could someone help me how to create a validation rule that will fulfill the following requirement: When Quote name contains prefix "H", the opportunity owner should not be changeable. I ...
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1answer
38 views

Validation rich text [duplicate]

I have a rich text field. How do I want to make it compulsory for users to insert an image? I already make the field compulsory, but if I insert the image only, it still considers null.
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1answer
48 views

How to use the validation rule for record edit restriction

My validation rule AND( $Profile.Name <> "System Administrator", $User.Id <> "0053600000xxxxxxxx", NOT(ISNEW()), NOT(CONTAINS("Kristen Becker:...
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1answer
29 views

Validation Close date greater than 30 days and stage is 'won'

When closing an opportunity (won) I would like to get an error if close date is NOT greater than 30 days It does not seems to be working, when I try to save the record it save successfully even though ...
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1answer
58 views

Create a validation rule that allows a specific user to edit account websites but not another specific user [duplicate]

I have a request to create a validation rule that allows a specific user to edit account websites but not another specific user. I have tried working this out but cannot seem to put it together.
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1answer
32 views

Validation rule for deletion of files or check via flow

We have files with special categories, if a new file is uploaded the category is mandatory for each file. Category A - can deleted Category B - cant deleted I though I can make a validation rule like &...
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2answers
37 views

Validation Rule: Prohibit reselecting stages

I have an validation rule on the Opportunity Object which disallows reselecting previous stages based on stage values from 1-8. These are my stages: 01 - Identifying an Opportunity Open 02 - ...
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2answers
55 views

Validation rule on formula field with or

I have a formula field and a text field and I'm trying to figure out how to write the validation rule, so the logic is: Start_Date__c should not blank AND formula_field__c should not have EITHER start ...
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2answers
37 views

Validation rule, text input field and picklist value

I'm trying to write the validation rule that follow this condition. Date_CheckIn__c should not be empty and Status <> In Progress or Closed AND( NOT(ISBLANK( Date_CheckIn__c )), OR( ISPICKVAL( ...
1
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1answer
27 views

Combine two validation rules - Only System admin should be able to click a checkbox when Opportunity already assigned to an owner

I have two validation rules. I've not been able to combine the two rules into one. One rule: Only system admin should be able to click a check box called 'new order' when an opportunity is already ...
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1answer
80 views

Validation Rule on Parent Object blocking any activity on Child records?

I have a Validation Rule on Account, that when reaching a certain stage, several fields need to be filled out. A user couldn't log activities on Contact related to this account due to this Validation ...
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0answers
25 views

Restrict Users from updating one field before another dependent field is updated and Saved

In my Org, there are two interdependent fields named Pacing and Pacing Notes. The Pacing can't be set to Customer-Specific until the Pacing Notes field is empty. I am checking and validating this ...
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2answers
45 views

Validation rule confused

I'm trying to have Checkbox 2 be eligible to be checked only if Checkbox 1 is TRUE. My validation rule is: IF (Checkbox_1__c = TRUE)....I know I'm missing something but don't know what.
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0answers
27 views

opportunity closure delay reason if the close date is extended

I am trying to write a validation rule on opportunity. scenario is when an opportunity is created there will be a close date filled which is mandatory. If the close date is extended a field with ...
1
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1answer
62 views

Validation Rule error not showing in lwc near field even though error location specified

I have a validation rule error that fires when Defect__c has a value and DefectReason__c is blank. In the validation rule, I have set the error location to DefectReason__c. The error message shows ...
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1answer
28 views

How can I create a Validation rule on a Number field in Salesforce to enforce the format yyyy

I have a number field Qualification_Year__c; I want to ensure that users should only enter year format in this field example 2010, 2015 etc. How can I write a Validation rule using regex to enforce ...
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1answer
48 views

I have a problem using UpsertData, show me an error

I am trying to insert the responses of a form to a DE, but when the information is captured and I direct it to my cloude it sends me the following error {"message":"The function ...
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2answers
55 views

Can someone please help me with this Validation rule! Sorry I am new to SF [closed]

Can someone please explain this validation rule and under what scenario it will throw error while saving/updating record Also $Profile.Name checks the user's profile who is saving/updating record? ...
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1answer
36 views

Validation Rule Best Practise [closed]

I would like to know the best practice while creating a validation rule in Salesforce. Whether we need to split it down as much as we can(so that it's easier to understand and could give specific ...
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0answers
28 views

Validation rule to allow changes only in one field

I'm changing the question because i realized what's wrong. Second condition only allow changes on Estado_validaci_n__c. The problem is that always will be other fields updated (e.g. lastModifiedDate). ...
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1answer
69 views

Bring validation rule to VS Code project

I am new to Salesforce and I have a question regarding to my first real task so I don’t make nothing wrong. I have created a new validation rule in my sandbox and I want to bring this to my Visual ...
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1answer
177 views

Validation rule fires when a lookup is blank but doesn't

I have a validation rule which fires when a lookup field is not empty. However, the validariont rule currently fires when the lookup is empty and says that field is not empty.. This is the validation ...
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1answer
24 views

Validation rule - accept blank or a value with a certain format

Have been playing with validation rules for sometime, not been able to handle all the conditions, but was able to make most of it work so far. I want to create a validation rule that can accept a ...
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1answer
63 views

Validation rule - Regex to find if the 4th character in a text field is a hyphen

Playing around with regex, got most of it right, but just one part,not able to make it work. How to check with regex if the 4th character in a text field is a hyphen. NOT(REGEX(MID(field__c,4,4), &...
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2answers
45 views

Validation Rule Profile Exemption

I have a validation Rule that I require assistance with , this validation rule should only allow fields to be updated by the two profile ids specified: NOT( OR( $Profile.Id = "...
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1answer
219 views

Multiple OR statements in Validation Rule

Im trying to figure out a Validation Rule IF Picklist Value is "Yes", then 4 fields must be filled out AND at least 1 of 2 Solution Partner fields must be Filled out. I can figure out how to ...
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1answer
24 views

Multi-picklist validation rule - if multiple values chosen includes a certain value throw error

I want to create a validation rule that validates the selection made by the user on a multi picklist field. If the user chooses value "b" from the list of options throw an error saying value ...
1
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1answer
24 views

Prevent record creation of an object by selected item in picklist and role

I have an object called Marketing__c which have a picklist with various items, I need to grant permissions for create and edit this object when in picklist is selected one of two of their items: "...
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0answers
51 views

Salesforce Survey Validation formulas

Does anybody have any experience with Salesforce custom validations in Surveys? I am trying to get a validation to work for a short text question that will accept either a whole number or a 2 digit ...
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2answers
21 views

Help with this Validation Rule

I have these particular VR and I needed to open new question because has a specific problems. There are both (in Account object): Check that a field is not empty in an specific State: AND( ...
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0answers
27 views

Validation rule sometimes shows the customised error messages and sometimes a more detailed error

The same validation rules we have on this object are sometimes showing the messages nicely as we worded them: And other times it shows this more detailed message (which we'd prefer it wouldn't show ...
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0answers
29 views

How to restrict user from selecting previous values in picklist Journey

Hi We have a unique scenario in the Picklist value selection for the users. I have already checked on this earlier post from salesforce stackexchange Trigger to validate selection of Pick-list values ...
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1answer
36 views

Validation Rule checking if Quote is synced when Opp is set to Closed won

I made a validation rule which verifies that a Quote was synced before the Opportunity can be set to closed won. AND( ISPICKVAL( StageName , "08 - Closed Won"), ISBLANK( SyncedQuote.Id ) ) ...
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3answers
75 views

Validation rule that includes multi picklist field

I need help with a Validation rule that basically says if Account Type = Customer, and you want to set Account Stage = On going, you have to make sure first that multi picklist field does not contain ...
1
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1answer
23 views

validation of flow field

I have a flow field (phone_private) and I want to validate if this field only contain numbers. I tried REGEX({!phone_private}, "[0-9 ]+") but the rule fires also if the field contain numbers....
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1answer
23 views

Validation Rule on Task AssignedTo Standard Field

I have put the following Validation Rule on the AssignedTo field on Task to avoid changing task owner if the logged in user is also the owner of the task NOT(ISNEW()) && $User.ID = OwnerId &...
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1answer
59 views

Error: User.Name does not exists on Validation Rule

I have an error creating Validation Rule and is strange. Here is the VR: AND(!$Setup.Bypass__c.ValidationRule__c, !$Permission.IntegrationPermissions, $User.Name != $Label.USER_MANAGER, NOT(ISPICKVAL(...
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1answer
48 views

Bypass the trigger fired by Rollup summary field update [duplicate]

I have a use case where we want the Opportunity owner to be always owned by a Sales User, as sometimes a non-Sales users creates an opportunity & forgets to change the owner to Sales user as Sf ...
2
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1answer
98 views

Multiple Criteria Validation Rule

I am trying to put a validation rule together that makes the Business Reason field required when the Stage is changed to Present Proposal and one of these 4 Revenue/GP criteria is met. Currently I'm ...

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