Salesforce Validation Rules - Beginner To Advanced

A Complete Guide to Salesforce Validation rules in lightning interface. Learn Salesforce validation functions.

What you'll learn

Salesforce Validation Rules

How to make salesforce field mandatory

Criteria based validation rules

Salesforce Validation Functions

Salesforce Validations scenarios and assignments

Requirements

Understanding of Salesforce Objects

Description

Want to learn the Salesforce Validation rules?Salesforce Validation Rules help prevent bad data and help maintain the data sanity in your salesforce org. The Salesforce validation rules course is for admins/developers who are interested to learn the various functions that can be used easily in salesforce. The course will take you through various advanced concepts and possible validations that can be created and will teach you how to solve complex business use cases through a simple point-and-click method. The course also covers business scenarios in lightning so that students can have a hands-on experience of some real business use cases.After completing this course, you'll be able to:Understand Validation RulesUse various functions in formulasAutomate the verification of data before it's saved in Salesforce.Specify the error message to display when a record fails validationUse advanced formulas and functions like REGEX, VLOOKUP etc.Cross Object ValidationsThe course is concise keeping in mind that all the relevant information regarding the salesforce Validation rule is covered. The Salesforce Validation Rules - Beginner to Advanced system will help in creating various validations and processes on the platform. This course is not a power-point presentation but a complete hands-on one so you can learn by doing.At the end of the course, you will be able to improve the quality of your Salesforce data using validation rules.I am updating and will keep adding new content to this course regularly.Happy Learning!!

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Understanding Validation Rules

Lecture 2 What are Validations?

Lecture 3 Demo - Making a field required

Lecture 4 How validation rules work in Salesforce?

Section 3: Creating Validation Rules

Lecture 5 Lead validation Use Case

Lecture 6 Creating first Validation rule

Lecture 7 Using AND function

Lecture 8 Using NOT Function

Lecture 9 Validating data before Lead conversion

Lecture 10 Testing lead conversion validation rule

Lecture 11 Using OR Function

Section 4: Text Functions

Lecture 12 Restricting length of field using LEN()

Lecture 13 FIND()

Lecture 14 BEGINS() and CONTAINS()

Lecture 15 Using IF and INCLUDES for Multipicklist

Lecture 16 LEFT()

Lecture 17 RIGHT()

Lecture 18 LOWER()

Section 5: Logical Functions

Lecture 19 Validation on Currency field

Lecture 20 CASE()

Lecture 21 Use Case : Prevent Skipping of Opportunity Stage

Lecture 22 Creating Advanced Validation with CASE()

Lecture 23 Validation exception for Profile

Lecture 24 ISCHANGED & ISNEW

Lecture 25 ISBLANK vs ISNULL

Section 6: Date Validations

Lecture 26 DATEVALUE()

Lecture 27 Date must be weekday

Lecture 28 NOW() & DATETIMEVALUE()

Lecture 29 ADDMONTHS()

Section 7: Advanced Validations

Lecture 30 Restrict Complete Record Edit

Lecture 31 Use Case : Custom Metadata Types in Validation Rules

Lecture 32 Reference Custom Metadata Types in Validation Rules

Lecture 33 REGEX

Lecture 34 VLOOKUP

Lecture 35 User Role - Based Validation

Lecture 36 Conclusion

Lecture 37 Bonus Lecture

Anyone who wants to master validation rules in salesforce,Salesforce Administrators,Salesforce consultants,Salesforce Developers