What is the role of validation rules in Salesforce?

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In Salesforce, Record Types serve a key purpose in managing and customizing different business processes for different users, departments, or use cases within the same object. Here’s a breakdown of their primary purpose.

Salesforce Reports and Dashboards are powerful tools used to visualize, analyze, and monitor data stored in Salesforce. They're essential for turning raw data into actionable insights that help businesses make better decisions, track performance, and identify trends or issues.

Validation rules in Salesforce are used to ensure data accuracy and consistency by preventing users from entering incorrect or incomplete information into records. These rules enforce specific conditions that must be met before a record can be saved.

A validation rule contains:

  • A logical formula or expression that evaluates the data.

  • An error message that appears when the condition is not met.

 Key Roles of Validation Rules:

  1. Enforce Business Logic
    – Ensure important fields are filled based on certain criteria (e.g., a phone number must be entered if the contact type is "Client").

  2. Prevent Bad Data Entry
    – Block incorrect formats, such as ensuring email addresses contain "@", or that a date field isn’t set in the past.

  3. Improve Data Quality
    – Keep your Salesforce data clean, standardized, and reliable for reporting and automation.

  4. Guide Users with Error Messages
    – When a rule fails, a custom message tells users exactly what needs fixing, making the system more user-friendly.

  5. Support Automation Accuracy
    – Cleaner data improves the effectiveness of workflows, reports, dashboards, and AI predictions.

In short, validation rules act as gatekeepers, ensuring that only high-quality, valid data enters your Salesforce system.

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