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Validation Rules

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Summary
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Improve the quality of your data by using validation rules. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of "True" or "False". Validation rules also include an error message to display to the user when the rule returns a value of "True" due to an invalid value.

To Create a validation rule:

  1. Navigate to the relevant object, field, campaign member, or case milestone.
    1. Navigate to the appropriate object and open the Quick Access Toolbar
    2. Hover over View Validation Rules and click +New
  2. Enter the properties of your validation rule.
  3. To check your formula for errors, click Check Syntax.
  4. Click Save to finish or Save & New to create additional validation rules.

After you have defined validation rules:

  1. The user chooses to create a new record or edit an existing record.
  2. The user clicks Save.
  3. All validation rules are verified.
    1. If all data is valid, the record is saved.
    2. If any data is invalid, the associated error message displays without saving the record.
  4. The user makes the necessary changes and clicks Save again.

You can specify the error message to display when a record fails validation and where to display it. For example, your error message can be "The close date must occur after today's date." You can choose to display it near a field or at the top of the page. Like all other error messages, validation rule errors display in red text and are preceded by the word "Error".

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