By the end of this course, you will be confidently creating Salesforce validation rules!

What you will learn

Understand what Salesforce validation rules are and their benefits

Salesforce Functions, the different types, and how to use them in Validation Rules

Salesforce Operators, their uses, and how to use them to create formulas for validation rules

Learn about rule names, descriptions, syntax, and other important steps in creating a validation rule

Discover validation rule resources that will help you create validation rules

Build commonly used validation rules

Description

Learn Lightning Fast

Learn the basics without being overwhelmed with a mountain of information. We designed this Salesforce validation course so you learn only the most important information you need to start creating validation rules.

Build With Confidence

Build Salesforce validation rules with ease – even if you struggle with using technology. We provide step-by-step instructions, best practices, and resources to help you effectively create validation rules for your Salesforce org.

Get Expert Tips & Advice

Apply best practices to your own business. We’re Salesforce-certified consultants, and you’ll get our expert tips and tricks – plus examples of use cases we’ve learned over the years from working with hundreds of clients.


Get Instant Notification of New Courses on our Telegram channel.


Who is this course for?

This crash course is perfect for beginner Salesforce users who have a basic understanding of the platform and want to effectively create validation rules.

Who is this course not for?

This Salesforce validation rules course was not constructed for advanced users or students studying for their certifications – while it wouldn’t hurt, this course was not designed to help you pass your exams.

Do I need anything for this course?

You’ll need a Salesforce org – this can be a paid org, developer org, or even a free Trailhead org. You could take the course without a Salesforce org, but we believe you will get the most benefit from building reports and dashboards along with the instructors.

English
language

Content

Welcome to The Course! ?

Course Introduction

Introduction to Validation Rules

What is a validation rule?
What are functions?
List of functions explained
What are operators?
List of operators explained

Creating a Validation Rule

Rule Names
Activation
Descriptions
Error Messages
Error Locations
Syntax

Testing Best Practices

Sandbox or Developer Org for testing
How to create a testing environment

Building Session

Unmanaged packages & how to install
Unmanaged package download links
Lead | Cannot convert without email
Lead | Cannot convert without phone number
Lead | Cannot convert without a lead source
Opportunity | Add closed lost reason (picklist)
Opportunity | An amount needs to be associated to move the deal to won
Account | Must enter why type was moved from customer to former customer

Validation Rule Resources

Trailhead
Salesforce documentation
Salesforce Better Formula Editor
ChatGPT

What’s next

Check out these other resources