Decoding Salesforce

Decoding Salesforce

The hows and whys of Salesforce.com

Validation Rule formulas: Part 2

Leading on from my last post I’m going to go into further detail of building your validation rules.

Step 1: Understanding formulas

First off you need to understand the basics of building formulas in salesforce. To do this I’d start looking at all the help and training information on formulas which salesforce already provide, this can easily be found by going to the Help & Training Link in salesforce and searching for the term Building Formulas. There is a wealth of information available here which can be extremely useful to the new salesforce administrator.

Also find below two useful links for getting used to building formula fields.

Once you’re comfortable building normal formulas the next step is to have a look at the resources below. These useful resources are all about validation rules specifically.

At this point you should have the basics.

Once you have the basics in building these things you need to try it out. I don’t believe it’s a good idea to try things out in your production salesforce account as some of the fields you’re adding may confuse your users.

I suggest either getting a sandbox; you can get one by contacting your salesforce support rep. They’re an extra charge but I believe they’re worth it. As you can copy all your customization to it and then work with the fields you have in your production instance. Check it out here.

If you don’t have the money for this you can get a free developer account by joining the developer network.

Well that’s it for today but this should get you on the road to being a formula master :)

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