Validation Rules in Salesforce | How to create it to restrict users from entering incorrect data

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  • Опубліковано 26 лип 2024
  • In this video, Shrey has explained validation rules in-depth and that too under 15 minutes.
    He divided this video into 3 parts:
    1. What validation rules are and where they are required?
    2. How to create a validation rule? (I have taken 2 examples in here, first one is a little simple and the other one is a little complex)
    3. What points do you need to consider with validation rules?
    Hope you enjoy and learn from the video.
    ------
    Grow your business with THE BEST SALESFORCE IMPLEMENTATION and CONSULTANCY SERVICES
    Reach us out here: cyntexa.com
    ------
    Get the BEST SALESFORCE COURSES & TRAINING here s2-labs.com/
    ----
    STALK ME ON:
    Instagram: / imshreysharma
    Facebook: / salesforcehulk
    Twitter: / iamshreysharma
    LinkedIn: / imshreysharma
    ----
    Shrey is the Chief Executive Officer at Cyntexa which is considered as one of the top Salesforce Consulting Partner in USA, UK, UAE, Australia, Singapore & India having a vibrant team of 100+ certified Salesforce experts which include developers, architects, consultants, administrators, and MVPs.
    Shrey took Cyntexa from 5 to 100+ people in less than 1.5 years while multiplying the revenues by 8 times. Shrey is an entrepreneur since the age of 13 as he was buying and selling stuff and making money in the school itself. Shrey is the Youngest Salesforce MVP in the world who firmly believes in providing value to the people and building long term value-based relationships. His mission is to disrupt the way professional technical services are delivered by bringing back the empathy for the end-user rather than being operational and transactional.
    Shrey is popularly known as Salesforce Hulk in the Salesforce ecosystem as he was the first one to start creating videos on Salesforce on his UA-cam channel named as Salesforce Hulk and that too at the age of 19. Shrey is also the founder of S2 Labs which is a Salesforce Training Company, being the 1st one to start Salesforce training in Rajasthan, India, and currently selling his courses worldwide. Shrey is also a marvelous speaker who actively presents on topics that revolve around Salesforce and Entrepreneurship in various worldwide conferences. Shrey has also been a Judge in multiple technical and business hackathons organized by the Government of India like Smart India Hackathon.
    Shrey is a leader with out of the box thinking who emphasizes not only on hitting the sales targets but also on providing an amazing experience to the customers as well as employees. Shrey believes in building a team with strong values, ethics, and behavior which leads to the amazing culture at Cyntexa.
    #salesforce
    #learnsalesforce
    #salesforcehulk

КОМЕНТАРІ • 125

  • @nadeemshaik758
    @nadeemshaik758 2 роки тому +17

    This type of energetic session will bring us more interest to learn.. Thanks a lot..!!!

  • @cocum2
    @cocum2 5 років тому +7

    You're the best man, thanks for making those videos!

  • @TheRealMarleyMar
    @TheRealMarleyMar 5 років тому +6

    Love your Energy! thanks for all your videos!

  • @nidhinandwana6470
    @nidhinandwana6470 3 роки тому +2

    Thanks a lot Man for this amazing video, you make it crystal clear. Before this video I had lot of doubts

  • @shaangorlo
    @shaangorlo 6 років тому +4

    Loved the way you taught!

  • @willdixon9525
    @willdixon9525 6 років тому +6

    Great show and very helpful info! Thanks

  • @khalidansari836
    @khalidansari836 2 роки тому +1

    I am new in Salesforce this video is so much helpful for me thanks a lot

  • @Viratian_esh18
    @Viratian_esh18 4 роки тому +1

    Energetic person and your class is very good to listen.

  • @jayeshgajra3809
    @jayeshgajra3809 5 років тому

    Good Job bro......u have really good knowledge about salesforce and u explain it in very simplify manor....thanks

  • @dheerajanalyst276
    @dheerajanalyst276 6 років тому

    Great video on validation rules. Thanks

  • @amirsuhail3423
    @amirsuhail3423 6 років тому

    Very nice style of teaching Salesforce.. Keep it up bro

  • @jlayinronchi5888
    @jlayinronchi5888 5 років тому

    Awesome video bro great work,, it will help me a lot thanks 👍🏻

  • @malharikambale6291
    @malharikambale6291 6 років тому

    Very nice explanation...Thank you so much

  • @surajdhingra2798
    @surajdhingra2798 5 років тому

    best video for validation rules

  • @prabumohanasundaram634
    @prabumohanasundaram634 6 років тому

    Awesome Explanation Bro

  • @mittal002
    @mittal002 5 років тому +1

    Thanks a lot shrey sir...

  • @avinashsrivastava2247
    @avinashsrivastava2247 3 роки тому

    Thanks for making such useful videos keep making more useful videos on Salesforce.

  • @EDHOKATIESEDDAM
    @EDHOKATIESEDDAM 6 років тому

    Aweeeee😍 clear explanation 😇

  • @Jiten224
    @Jiten224 2 роки тому +1

    Sir your way of teaching is awesome and also hats of for your intelligence, hats off for the deep knowledge you have in salesforce..

  • @CyberAbyss007
    @CyberAbyss007 6 років тому

    Good video. Thank you!

  • @mouthikasure9956
    @mouthikasure9956 6 років тому

    please continue your videos..waiting to watch

  • @ahsanmustafa3479
    @ahsanmustafa3479 2 роки тому

    Amazing amazing energy!
    Huge fan :)

  • @manjushapatade5506
    @manjushapatade5506 9 місяців тому

    This is the very helpful session for me . Your way of explaining the validation rule is awesome. Thank you.

  • @prakashmp3915
    @prakashmp3915 3 роки тому

    this video is very useful to me.
    thanks

  • @connelchen
    @connelchen 2 роки тому

    I like you style of explaining things

  • @dgps.survey
    @dgps.survey 2 роки тому

    🙏 what a style Boss

  • @romityeddeloo1911
    @romityeddeloo1911 2 роки тому

    Thanks in advance bro!

  • @khumedsfdc
    @khumedsfdc 6 років тому +1

    good Explanation....Shrey...

  • @swathikumar3074
    @swathikumar3074 6 років тому

    Good explanation

  • @jayachandra4372
    @jayachandra4372 6 років тому +2

    Awesome bro. Thank you for the videos. Please make videos on Lighting.

  • @pragadeeshwarisambandam2450
    @pragadeeshwarisambandam2450 4 роки тому +1

    Impressed :)

  • @cricketwithpranay7759
    @cricketwithpranay7759 3 роки тому +1

    All your videos are very very helpful. Thanku so much sir 😃😃

  • @akulahemasanthoshi2182
    @akulahemasanthoshi2182 2 роки тому +1

    superbbb shreyy your content is awesome....

  • @sushant5753
    @sushant5753 2 роки тому

    You are the awesome shreya.... Thank you

  • @rishik1021
    @rishik1021 3 роки тому

    Thanku so much ..the way ur explaining really helpful 👍

  • @rkalyan3125
    @rkalyan3125 5 років тому

    when we insert a field in validation rule there shows six fields with $ symbol what it represents?

  • @elizabethadesanya3267
    @elizabethadesanya3267 2 роки тому

    You are too good, well done.

  • @kumara5492
    @kumara5492 4 роки тому

    Great info

  • @PrachiRawat5
    @PrachiRawat5 3 роки тому

    Thanks much!😀

  • @karraj8523
    @karraj8523 6 років тому +2

    Keen explanation thank you

  • @salesforce7676
    @salesforce7676 6 років тому

    Hi Mr Sharma,
    nice tutorial you showed, I have an concern, I need to use validation rules in Visual Flows. Could you please provide some tutorial for this.
    Thanks in advance

  • @narendra4970
    @narendra4970 2 роки тому

    Superb Explanation bro I Like It Soo Much ,,,, You Boost up My Confidence Level And I Get More Confidence..... Thank You So Much Bro

  • @shreyashisen574
    @shreyashisen574 3 роки тому

    As you said, while importing the data, we can deactivate the validation rule. So what happens if it is active? Will only the records which have error, not be imported? Or all the records after an error from one record, will not get imported?

  • @johnjoseph1084
    @johnjoseph1084 3 роки тому

    Hello Shrey, very interesting video. Quick question regarding a complex validation rule. What if i want to give a "if condition" based on one of the picklist in a field? is it possible? for eg; if my product group (which is a multipicklist)= standard product, then another field (lets say amount), should be "required"
    Is it possible this way?
    Thanks,
    John

  • @nickgokul
    @nickgokul 10 місяців тому

    It was very helpful ❤

  • @sureshpatil835
    @sureshpatil835 2 роки тому

    Thanks a lot....

  • @cg2823
    @cg2823 5 років тому

    Hi! I have a very basic beginner's question on validation rules. How come salesforce allows users to enter just any value in phone number field? text, numberic, special anything. Shouldn't there be a validation rule for the same? I was trying to create a custom field for a custom object and i tried setting the field type as phone number. realized it allowed anything. please clarify. Thanks!

  • @amilhussain4812
    @amilhussain4812 5 років тому +1

    Hello Shrey and everyone, i am facing a issue on validation rule aa i am applying a validation rule on phone filed as
    OR(
    ISBLANK( Mobile__c ) ,
    LEN( Mobile__c ) 10,
    !ISNUMBER( Mobile__c )
    )
    but i am putting 10 digits in a filed as 9722222222 then it's throwing an error if starting digit is one then it gets save. why? can anyone help me out?

  • @ramdev4537
    @ramdev4537 Рік тому +1

    This also works.
    IF( ISPICKVAL( Ownership, 'Public') && ISNULL( AnnualRevenue ) , true, false)
    And to be honest, this seems simple than what was created in the video. Is there a specific reason you used that method? And thank you so much for your content. You are a life saver.

    • @Govind06545
      @Govind06545 Рік тому

      yes it will be work because you are using And operator in ths conditions if both argument will true we get true

  • @vaishnavi36
    @vaishnavi36 3 роки тому

    U r the best

  • @aishwaryagaddihallishetti6591
    @aishwaryagaddihallishetti6591 5 років тому

    The best video to understand what is validation rule is......

  • @Vamshicse
    @Vamshicse 2 роки тому

    Nice info

  • @deepikajavvaji1548
    @deepikajavvaji1548 3 роки тому

    Awesome explanation

  • @connelchen
    @connelchen 2 роки тому

    I tried doing this
    but I was not able to
    create a validation rule that prevents changes to records once the "clean value" field of account changes to "PII"

  • @amitawasthi0002
    @amitawasthi0002 5 років тому

    The validation rule failed to enforce the business logic
    Error: Field MailingPostalCode does not exist. Check spelling.
    and my logic is
    AND(
    NOT( ISBLANK( AccountId ) ),
    MailingPostalCode Account.ShippingPostalCode
    )
    pls help me..

  • @amanjain7750
    @amanjain7750 3 роки тому

    Can we create a validation rule on the layout? Like I have created an object with the name Engineer and have created 2 layouts in that with names Senior and Junior. I want to create a validation rule for the salary field on Senior Layout.

  • @shivameswarom
    @shivameswarom 2 роки тому

    So my requirement is claim should be zero case is closed then provide acess to examinar to reopen the case
    Can you please help me

  • @soudaminigombi7870
    @soudaminigombi7870 3 роки тому

    Hi , Can i learn how to enable the States and country /Territory picklist ? and also how it works after we enable it?

  • @mohammedshafiuddin6632
    @mohammedshafiuddin6632 Рік тому +1

    awesome
    buddy

  • @maheshkuryavula9459
    @maheshkuryavula9459 6 років тому +1

    understood

  • @pankajgautam8916
    @pankajgautam8916 2 роки тому

    I had created two validations rules and I have to merge both of them how to do…? What are the steps…?

  • @narenmnr7513
    @narenmnr7513 6 років тому +1

    Nice bro

  • @aarthimanoharan1065
    @aarthimanoharan1065 2 роки тому

    Very clear explanation !
    Hai friend anyone preparing for admin certification here ?

  • @shwetahegde9165
    @shwetahegde9165 4 роки тому

    Sir can you please explain implementing vlookup validation rule for zip code and multiple ways if any ?

  • @chris1merc
    @chris1merc 6 років тому

    Thanks for the informative video. Can validation rule be applied on Lookups?

  • @ucfjeans2911
    @ucfjeans2911 5 років тому

    Nice work Mr. Hulk
    i am facing problem in in this question from help guide downloaded from salesforce website.
    Q=Validates that the Account Number is numeric if not blank.?
    Ans=AND(ISBLANK(AccountNumber) , NOT(ISNUMBER(AccountNumber)))
    [ I try this ans but its showing error on blank field, not on the alpha-numeric, or alphabets., Could you please lookout into this matter ?, bcz i got ans in the guide- so How can it be wrong ]

  • @fasalsooppikkada7737
    @fasalsooppikkada7737 2 роки тому

    Hi Brother, How to create validation for uploading images?

  • @vairavel328
    @vairavel328 2 роки тому

    Sir you didnot make an video on process builder.. It will be very helpful for us

  • @chandni2209
    @chandni2209 5 років тому

    Hi! I created a new custom field of phone number and need it to be a valid 10digit phone number. I set the field data type as phone and realized it allows you to enter just any value. Even in accounts object the phone number can be anything. Why is it so? And what if we want to set a simple validation rule for this?

  • @paula-th4ie
    @paula-th4ie 4 роки тому

    you are great!:) I also love your energy!!!

  • @seand6576
    @seand6576 2 роки тому

    Where have I heard that drum beat before?

  • @SalesforceHelpForAll
    @SalesforceHelpForAll Рік тому

    Hi all, Can anyone tell me? Is there any tool or process to check unused Validation rules to remove them?

  • @LavkushSingh-rn7oe
    @LavkushSingh-rn7oe 5 років тому

    lotus notes is must for salesforce study

  • @saviermansoori7852
    @saviermansoori7852 2 роки тому

    how to add map location with the image in record

  • @tinulitt9056
    @tinulitt9056 4 роки тому

    are validation rules on object made and tested in sandbox or live environment ?

  • @ankitbhati7592
    @ankitbhati7592 6 років тому +1

    please upload Assignment Rules Vedio to understand about it

    • @SalesforceHulk
      @SalesforceHulk  6 років тому

      Hey Ankit, its ON now. Have a look and let me know whether you got it or not.

  • @anilhirehalli5211
    @anilhirehalli5211 4 роки тому

    How to remove app launcher for other than admin

  • @Anwariasma
    @Anwariasma 8 місяців тому

    Hi team, im not getting ownership record while creating new record

  • @bhimajamge4111
    @bhimajamge4111 2 роки тому

    Super

  • @amirsuhail3423
    @amirsuhail3423 6 років тому

    Bro please upload some video from development part like MVC, Visual force pages and Apex programming.. I will be very grateful, Thank you

  • @ypumahesh9078
    @ypumahesh9078 Рік тому

    Nice.

  • @meetfuria9560
    @meetfuria9560 3 роки тому

    Can someone please tell me if I create a validation rule does it apply to the already existing records?

  • @hareeshbasanagoudra4695
    @hareeshbasanagoudra4695 5 років тому

    The Account validation rule throw s error msg when I try to save with other ownership and null annualrevenue

  • @nitulpratapsingh9016
    @nitulpratapsingh9016 3 роки тому

    *Now Understand*

  • @vidyutdevam9204
    @vidyutdevam9204 5 років тому

    i swear to Gita , validation rules and data loader are the toughest things in salesforce. integeration and scheduling a batch class are easier than Complex validation rule.

    • @SalesforceHulk
      @SalesforceHulk  5 років тому

      haha.. really?? but people find it much easier as compared to Integration. 😄

  • @travis3366
    @travis3366 3 роки тому

    Challenge not yet complete in My Trailhead Playground 1
    We can't create a contact by itself (without an associated account). Make sure the validation rule applies ONLY when the contact has an associated account.

    • @travis3366
      @travis3366 3 роки тому

      I'm getting this error in the last challenge of formula and validation module in... Can someone help me out?

  • @IslamicVideosForAll
    @IslamicVideosForAll Рік тому

    👍👍👍👍👍👍👍👍

  • @venkivenkat269
    @venkivenkat269 3 роки тому

    How to create a validation rule to ensure that the account Billing Country is always India?
    Can anyone help

    • @sachinrnayak3420
      @sachinrnayak3420 3 роки тому

      Ensure that billing country is not equal to INDIA.
      If user enters country other than India then then it will throw an error.

  • @tyliag
    @tyliag 3 роки тому

    Your videos would be SO much better if you slow down a little when you talk🙂

    • @SalesforceHulk
      @SalesforceHulk  3 роки тому

      Tried a lot but not able to slow down. 😅 Try setting the play speed as 0.8x

  • @s.javed22
    @s.javed22 5 років тому

    Hey buddy your true false expression is i think not correct

  • @gunjansoni8945
    @gunjansoni8945 3 роки тому +1

    Vary bad

  • @daneza4201
    @daneza4201 2 роки тому

    this helped me get through my superbadge. awesome! :)