How to Create Validation Rules in Salesforce
Learn how to create validation rules to enforce data quality and business logic in your Salesforce org.
Traditional Method
10-20 minutes
hard1
Navigate to Object Manager
Go to Setup > Object Manager and select your object
2
Go to Validation Rules
Click 'Validation Rules' in the left sidebar
3
Create New Rule
Click 'New' to create a new validation rule
4
Enter Rule Name
Give your rule a descriptive name and label
5
Write Formula
Write the validation formula using Salesforce formula syntax
6
Set Error Message
Enter the error message users will see when validation fails
7
Set Error Location
Choose which field to display the error on
8
Save and Activate
Save the rule and activate it to enforce validation
With Clientell
30 seconds
EasyInstead of following multiple steps, use Clientell to complete this task instantly:
Create a validation rule on Opportunity to prevent Stage from moving backwards (e.g., from Proposal back to Qualification) except for System Administrators.Benefits:
- Create validation rules without learning formula syntax
- Describe business logic in plain English
- Automatically handles complex conditions
- Saves time on testing and debugging
