What is a validation rule?

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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.

A validation rule is a logical expression or condition used to ensure that data entered into a system meets specific requirements before it is saved or processed. It helps maintain data quality, accuracy, and consistency by preventing invalid or incomplete information from being accepted.

Key Characteristics of Validation Rules:

1. Conditions or Expressions: They are built using logical statements that define acceptable input values (e.g., a field must not be blank, a number must be positive).

2. Triggers on Data Entry: Validation rules are typically triggered when a user submits a form, saves a record, or enters data into a system.

3. Error Messages: When data fails a validation rule, a user-friendly error message is displayed, prompting the user to correct the input.

Common Examples:

• A date field must be in the future (e.g., booking date).

• An email field must contain a valid email format.

• A required field, like “Last Name,” must not be left blank.

• A discount cannot exceed 50% of the product price.

Where Used:

• Databases (e.g., SQL constraints like NOT NULL, CHECK)

• CRM systems (e.g., Salesforce validation rules)

• Web forms and applications

• Spreadsheet tools (e.g., Excel data validation)

Benefits:

• Prevents errors before they impact downstream processes.

• Improves data reliability for reporting and analysis.

• Enhances user experience by guiding correct data entry.

In summary, validation rules act as a first line of defense against bad data, ensuring that only clean, logical, and appropriate information enters your systems.

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