Questions tagged [validation-rule]

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

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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: ...
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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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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( ...
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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 ...
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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.
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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 ...
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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 ...
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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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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 ...
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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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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 ...
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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 ...
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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 ...
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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 ...
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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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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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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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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 ...
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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", ... ) ...
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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) ...
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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(...
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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 ...
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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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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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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 ...
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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 ...
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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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1 answer
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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 ...
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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,...
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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 answer
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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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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, ...
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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 ...
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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 ...
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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 ...
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1 answer
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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 ...
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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 ...
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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 ...
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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 ...
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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,...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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 ...
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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. ...
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1 answer
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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 &...
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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 ...
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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 ...
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