Validation Rules Flashcards
What is a Validation Rule in Salesforce?
A validation rule will conditionally prevent records from being saved and are used to enforce data quality.
Why use Validation Rules?
Use validation rules to ensure that users enter valid data when creating or updating records.
What impacts do Validation Rules have in Salesforce?
Validation rules will impact API usage, web-to-lead, and web-to-case submissions. Make sure to structure your validation rules so that they will not unintentionally interfere with these operations (such as rejecting a web-to-lead submission). It is possible to either add exceptions for users/profiles in the validation rule, or use custom settings in conjunction with validation rules (this second solution is likely more complex than what would be presented on the ADM201 exam). In some scenarios, you may need to disable validation rules when importing or updating data, and reinstate them afterwards.
How does Salesforce process Validation Rules?
Salesforce processes rules in the following order:
Validation rules
Assignment rules
Auto-response rules
Workflow rules (with immediate actions)
Escalation rules
In addition,
When one validation rule fails, Salesforce continues to check other validation rules on that field or other fields n the page and displays all error messages at once.
If validation rules exist for activities and you create an activity during lead conversion, the lead converts but a task isn’t created.
Validation rules are only enforced during lead conversion if validation and triggers for lead conversion are enabled in your organization.
Campaign hierarchies ignore validation rules.
Salesforce runs validation rules before it creates records submitted via Web-to-Lead and Web-to-Case and then creates records that have valid values.
Validation rules continue to run on individual records if the owner is changed. If the Mass Transfer tool is used to change the ownership of multiple records, however, validation rules don’t run on those records.
