How To Create A Validation Rule In Salesforce

How To Create A Validation Rule In Salesforce

1. Log in to Salesforce: Access your Salesforce account.
2. Go to Setup: Click on the gear icon in the top right corner.
3. Find Object Manager: Search for and select "Object Manager" in the setup menu.
4. Select Your Object: Choose the object where you want to create the validation rule.
5. Navigate to Validation Rules: Click on "Validation Rules" in the left sidebar.
6. Click New: Hit the "New" button to create a new validation rule.
7. Name Your Rule: Provide a unique name for your validation rule.
8. Enter Error Condition Formula: Write the formula that defines when the rule should trigger.
9. Set Error Message: Type the message that users will see when the rule is violated.
10. Select Error Location: Choose where the error message will appear (top of the page or field level).
11. Save the Rule: Click "Save" to activate your validation rule.
12. Test the Rule: Create or edit a record to ensure the validation rule works as intended.