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validation rules

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0% found this document useful (0 votes)
6 views

validation rules

Uploaded by

Ragul S
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Introduction to Validation Rules

 Validation rules verify that data entered by users in records meets the
standards you specify before they can save it.
 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.”
 When the validation rule returns a value of "True", this confirms that
the data entered by the user contains an invalid value.
 Validation rules can also include error messages to display to users
when they enter invalid values based on specified criteria.

_________________________________________________________

For example, you can ensure that all phone number fields contain a
specified format or that discounts applied to certain products never
exceed a defined percentage.
_________________________________________________________

Defining Validation Rules


You can create validation rules for objects, fields, campaign members, or
case milestones.
In these steps, we create a validation rule that fires when a user tries to
save an account with an account number of incorrect length.
Creating a Validation Rule
1. From Setup, go to Object Manager and click Account.
2. In the left sidebar, click Validation Rules.
3. Click New.
4. Enter the following properties for your validation rule:

a. Rule Name: Account_Number_8_Characters


b. Error Condition Formula: LEN( AccountNumber) <> 8
5. Error Message: Account number must be 8 characters long.
6. To check your formula for errors, click Check Syntax.
7. Click Save to finish.
Here’s how a validation rule’s error message can appear when a user
types an incorrect account number format into a field.

Examples of Validation Rules


Here are some validation rule examples that you can try out yourself.
Account Number Is Numeric
The AND function returns a value of "True" if all values in the formula are
true, and a value of "False" if one or more values are false.
The ISBLANK function determines if an expression has a value.
The ISNUMBER function determines if an expression's value is a number.
The NOT function returns FALSE for TRUE and TRUE for FALSE.
In the example, the validation rule determines if an account number is
both not blank and not a number.
A value of "True" indicates that the data entered by the user contains an
invalid value.
That is, if the user enters a non-numeric value for an account number, the
validation rule returns a response of "True" and sends an error message
.
Field Value

Description: Validates that the Account Number is numeric if not blank.


Formula: AND(
NOT(ISBLANK(AccountNumber)),
NOT(ISNUMBER(AccountNumber))
)
Error Message: Account Number is not numeric.
Error Location: Account Number
Date Must Be in the Current Year
The YEAR function returns the four-digit year of a given date. The TODAY
function returns the current date. The <> (Not Equal) operator
determines if a value is not equal to another value. In the example, the
validation rule determines if the year of a given date is not equal to the
year of today’s date. A value of "True" indicates that the data entered by
the user contains an invalid value. That is, if the user enters a date that is
not in the current year, the validation rule returns a response of "True"
and sends an error message.
Field Value

Description: Validates that a custom date field contains a date within the curre
Formula: YEAR( My_Date__c ) <> YEAR ( TODAY() )
Error Message: Date must be in the current year.
Field Value
Error Location: My Date
Number Range Validation
In the example, the validation rule determines if the difference between
two values (Salary Max and Salary Min) is greater than $20,000. A value
of "True" indicates that the data entered by the user contains an invalid
value. That is, if the user enters two values whose difference exceeds the
$20,000 salary range, the validation rule returns a response of "True" and
sends an error message.
Field Value

Description: Validates that the range between two custom fields, Salary Min a
greater than $20,000.
Formula: (Salary_Max__c - Salary_Min__c) > 20000
Error Salary range must be within $20,000. Adjust the Salary Max or Salary
Message:
Error Salary Max
Location:
Website Extension
The AND function returns a value of "True" if all values in the formula are
true, and a value of "False" if one or more values are false. The <> (Not
Equal) operator determines if a value is not equal to another value. In the
example, if the user enters a website URL with an extension that is not
equal to all six of the valid extensions, the validation rule returns a
response of "True" and sends an error message. If the user enters a
website URL with an extension that is identical to one of the valid
extensions, the validation rule returns a response of "False" and does not
send an error message, because the data the user entered is valid.
Field Value

Description: Validates a custom field called Web Site to ensure that its last four
explicit set of valid website extensions.
Formula: AND(
RIGHT( Web_Site__c, 4) <> ".COM",
RIGHT( Web_Site__c, 4) <> ".com",
RIGHT( Web_Site__c, 4) <> ".ORG",
RIGHT( Web_Site__c, 4) <> ".org",
RIGHT( Web_Site__c, 4) <> ".NET",
RIGHT( Web_Site__c, 4) <> ".net"
)
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Error Web Site must have an extension of .com, .org, or .net .
Message:
Error Web Site
Location:
Valid Billing Country
The OR function returns a "True" response if one or more expressions in
the formula are true, and returns a "False" response if all expressions are
false. The LEN function returns the number of characters in a specified
text string. In the example, the validation rule determines if the value
that the user entered for a Billing Country code is either one character
(instead of the required two), or does not contain one of the valid two-
character codes. If either of these conditions is true, the validation rule
returns a value of "True" and sends an error message. If the user enters
a valid Billing Country code, both expressions in the formula are false: the
LEN is not 1, and the data does contain one of the valid values. In this
case, the validation rule returns a value of "False" and does not send an
error message.
Field Value

Description: Validates that the account Billing Country is a valid ISO 3166 two-l
Formula: OR(
LEN(BillingCountry) = 1,
NOT(
CONTAINS(
"AF:AX:AL:DZ:AS:AD:AO:AI:AQ:AG:AR:AM:" &
"AW:AU:AZ:BS:BH:BD:BB:BY:BE:BZ:BJ:BM:BT:BO:" &
"BA:BW:BV:BR:IO:BN:BG:BF:BI:KH:CM:CA:CV:KY:" &
"CF:TD:CL:CN:CX:CC:CO:KM:CG:CD:CK:CR:CI:HR:" &
"CU:CY:CZ:DK:DJ:DM:DO:EC:EG:SV:GQ:ER:EE:ET:FK:" &
"FO:FJ:FI:FR:GF:PF:TF:GA:GM:GE:DE:GH:GI:GR:GL:" &
"GD:GP:GU:GT:GG:GN:GW:GY:HT:HM:VA:HN:HK:HU:" &
"IS:IN:ID:IR:IQ:IE:IM:IL:IT:JM:JP:JE:JO:KZ:KE:KI:" &
"KP:KR:KW:KG:LA:LV:LB:LS:LR:LY:LI:LT:LU:MO:MK:" &
"MG:MW:MY:MV:ML:MT:MH:MQ:MR:MU:YT:MX:FM:MD:MC:"
Field Value
"MC:MN:ME:MS:MA:MZ:MM:MA:NR:NP:NL:AN:NC:NZ:NI:" &
"NE:NG:NU:NF:MP:NO:OM:PK:PW:PS:PA:PG:PY:PE:PH:" &
"PN:PL:PT:PR:QA:RE:RO:RU:RW:SH:KN:LC:PM:VC:WS:" &
"SM:ST:SA:SN:RS:SC:SL:SG:SK:SI:SB:SO:ZA:GS:ES:" &
"LK:SD:SR:SJ:SZ:SE:CH:SY:TW:TJ:TZ:TH:TL:TG:TK:" &
"TO:TT:TN:TR:TM:TC:TV:UG:UA:AE:GB:US:UM:UY:UZ:" &
"VU:VE:VN:VG:VI:WF:EH:YE:ZM:ZW",
BillingCountry)))
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Error Message: A valid two-letter country code is required.
Error Location: Billing Country

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