How to Create a Validation Rule with a Picklist and Another Field Type

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  • Опубліковано 15 вер 2024
  • Formulas are hard for me to understand. The more practice, the better.
    Here I created a validation rule that requires a date field to have a value when a picklist field has a value of "At Risk." So if the Risk Status = At Risk, I am required to enter the date I changed that status.
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КОМЕНТАРІ • 7

  • @Gamesaddictions
    @Gamesaddictions 10 місяців тому +1

    This was extremely helpful, thank you for sharing!!

  • @raphymartinez840
    @raphymartinez840 Рік тому +1

    Im glad I found this video. Working on a similar validation rule in my org. 👌👌

  • @nickhurley2472
    @nickhurley2472 10 місяців тому +2

    Saved my ass. Thank you.

  • @DeepthiAddha-hb5gc
    @DeepthiAddha-hb5gc 5 місяців тому

    if one field is picklist and another field is text.Will it works?

  • @xtrafreeway4me
    @xtrafreeway4me Рік тому

    CTRL + X (copy field & removes it) CTRL + V(pastes)...may help speed up your process instead of right click.

    • @SalesforceLory
      @SalesforceLory  Рік тому +1

      Yup! I just wanted the newbie viewer to see what I was actually doing when I right click and the dropdown showed which one I was doing. If I did CTRL + X, I believe those wouldn't appear. A newbie might not be able to follow? I could be wrong...