Create a Validation Rules | Customize a Salesforce Object | Salesforce Trailhead

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  • Опубліковано 21 лют 2023
  • Create a Validation Rules | Customize a Salesforce Object | Salesforce Trailhead
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    Create Validation Rules
    First, create an account validation rule that forces users to enter a Support Plan Expiration Date when Has Support Plan is selected.
    From Setup, click Object Manager and select Account.
    Select Validation Rules, then click New.
    For Rule Name, enter: Support_plan_expiration_date_required
    Ensure Active is selected.
    For Description, enter: Support plan expiration date is required when account is marked as having support plan.
    Enter this formula in the Error Condition Formula box:
    Has_Support_Plan__c = True && ISBLANK(Support_Plan_Expiration_Date__c)
    Click Check Syntax to ensure you have no errors.
    For Error Message, enter: You must enter an expiration date when an account has a support plan.
    Select Field as the Error Location and Support Plan Expiration Date as the Field.
    Click Save.
    ------------------------------------------------------------------------------
    Next, create an opportunity validation rule to force users to enter a Close Reason when the opportunity Stage is Closed Lost.
    From Setup, click Object Manager and select Opportunity.
    Select Validation Rules, then click New.
    For Rule Name, enter: Close_reason_required_when_lost
    Ensure Active is selected.
    For Description, enter: A close reason is required when opportunity is closed lost.
    Enter this formula in the Error Condition Formula box:
    ISPICKVAL( StageName ,"Closed Lost") && ISBLANK(Close_Reason__c)
    Click Check Syntax to ensure you have no errors.
    For Error Message, enter: You must enter a close reason when opportunity is closed lost.
    Choose Field as the Error Location and Close Reason as the Field.
    Click Save.
    ------------------------------------------------------------------------------------------
    #istampers #salesforce #trailhead #challenge #answers

КОМЕНТАРІ • 31

  • @DrexAderson
    @DrexAderson Місяць тому

    Thank you ❤❤❤

  • @rajeshcheekati9365
    @rajeshcheekati9365 6 місяців тому +2

    sir 3.35 daggara Error: Field Close_Reason__c does not exist. Check spelling.
    ani vasthundhi yem cheyyali sir

  • @saikiran8523
    @saikiran8523 Рік тому +2

    Error in Close reason required it is not running syntax error

    • @saisree0720
      @saisree0720 6 місяців тому

      bro could you solve this error

  • @rajeshpitta7657
    @rajeshpitta7657 Рік тому +1

    Error in formula of closed region

  • @bhadrinarayana9883
    @bhadrinarayana9883 Рік тому

    Thankyou for sharing, I think we have to create Close Reason field in order to avoid syntax error in opportunity Validation rule

  • @user-vn8lt9vw9x
    @user-vn8lt9vw9x Рік тому +1

    Error in close_reason_required_when_lost

  • @mohammadshaheed4285
    @mohammadshaheed4285 6 місяців тому +2

    Sir they showing the error: an unexpected error occurred while inserting account records and we couldn't check your work.make sure records can be inserted in this org, and click "check challenge" again. If this continues, contact the trailhead help team.

    • @user-oj3pz6jc5g
      @user-oj3pz6jc5g 6 місяців тому

      Am also getting same error please help me sir.

    • @saisree0720
      @saisree0720 6 місяців тому

      Same error 😞

    • @ff_best_moments
      @ff_best_moments 6 місяців тому

      Any solution plz help this

    • @ritiksangam1129
      @ritiksangam1129 6 місяців тому

      Anyone got the solution

    • @ff_best_moments
      @ff_best_moments 6 місяців тому +1

      Just do the same procedure in new created playground then problem solved

  • @sajordaraphael2768
    @sajordaraphael2768 Рік тому +2

    Error: field has_support_plan_c does not exist. Check spelling ' please help me with this error

    • @ISTAMPERS
      @ISTAMPERS  Рік тому +1

      Create Has Support Plan object first

    • @sakethsai5557
      @sakethsai5557 10 місяців тому +1

      @@ISTAMPERS can you explain clearly what do you mean create has support plan object first

    • @venkatvenky4440
      @venkatvenky4440 7 місяців тому

      In fields
      Its not displaying the support date expiration