How to Create a Validation Rule in Salesforce

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Validation rules act as roadblocks to ensure data accuracy in Salesforce. Here's how to create one:

1. Go to Setup on the top right.
2. Search for Object Manager in the Quick Find.
3. Select the object you want to enforce the rule on (Leads, Opportunities etc).
4. Find the Validation Rules section and click on it.
5. Click New to initiate the creation of a new validation rule.
6. Define the Rule:
   • Label: Give your rule a clear name (e.g., "Opportunity Requires Amount").
   • Select "Active" to make the rule enforceable.
   • Error Condition Formula: This is the key part. Use the formula builder to define the criteria that must be met to avoid an error message.
   • Example Formula: ISPICKVAL(PRIORVALUE(StageName), "Closed Won") && Amount == null (Ensures amount is filled for opportunities marked as "Closed Won").
   • Error Message: Craft a clear message displayed to users when the validation fails (e.g., "Please enter an amount for Closed Won opportunities").
7. Click Save to create the validation rule.