Get Franchise Restaurant Team Member Handbook - Efficient Forms

Before creating validation rules, review the Validation Rule Considerations. From the management settings for the relevant object, go to Validation Rules. In the Validation Rules related list, click New. ... Enter the properties of your validation rule. To check your formula for errors, click Check Syntax.

Creating a Validation Rule From Setup, go to Object Manager and click Account. In the left sidebar, click Validation Rules. Click New. Enter the following properties for your validation rule: ... Error Message: Account number must be 8 characters long. To check your formula for errors, click Check Syntax.

Add the Record ID as a custom formula field Click on the Gear icon in upper right corner. Navigate to the Setup menu. Click the Object Manager tab. Select the Object you need to add the Record ID field on. ... Click Fields and Relationships on the left side of the page.

Three functions take picklist values as arguments in all formula fields: ISPICKVAL(), CASE(), and TEXT(). ISPICKVAL(picklist_field, text_value) returns true if the value of picklist_field matches text_value, and false otherwise. You can combine ISPICKVAL() with PRIORVALUE().

Field History Tracking cannot be set on Formula fields as per Standard functionality. However, this can be worked around by creating a custom field, tracking that one, and make sure it's updating it with a flow to retain the same values as the Formula field.

It can contain a formula-based expression that evaluates the data in one or more fields & always 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 true due to an invalid value/data.

Take basic Account validation rules further by creating multiple validation rules based on a specific field. Example: You require different information depending on what the 'Account Type' field value is. If they are a 'prospect', we need less information filled in than if they are a 'customer'.