Data Validation Feature Overview
Data validation helps you manage the quality and value of data in Salesforce, thereby driving better business decisions. The user-friendly rule editor uses the same formula language as in custom formula fields, allowing you to quickly implement sophisticated business rules without programming. Combined with the power of new workflow and approval capabilities you can embed useful policies for sales methodology enforcement, discount approvals, expense management, and much more.
This feature is available in all Editions.
Feature Details:
Additional Data Validation Resources:
Data validation helps you manage the quality and value of data in Salesforce, thereby driving better business decisions. The user-friendly rule editor uses the same formula language as in custom formula fields, allowing you to quickly implement sophisticated business rules without programming. Combined with the power of new workflow and approval capabilities you can embed useful policies for sales methodology enforcement, discount approvals, expense management, and much more.
- Capture the right information at the right time, every time
- Create transparency through clear enforcement of business policies
- Get better visibility of your business by improving the utility of your data
Feature Details:
- Validation Formulas: Boolean (true/false) formulas can validate record data interactively when the user tries to save the information.
- Error Messages: You can define the error text you want to display to the user and choose the display location next to field or at the top of page. With the translation workbench, you can localize your error message in other languages.
- Make Fields Conditionally Required: Use the familiar and powerful Apex formula language to make fields conditionally required (e.g., based on opportunity stage) or implement record type or role-specific business rules.
- New Custom Field Properties: New Required and Unique custom field properties help you universally enforce your business rules and prevent duplicate values.
- Enforcement via UI and API: Data validation is enforced not just in the user interface but also through the import wizard and API to ensure data quality regardless of their sources.