Salesforce Validation Rules - Beginner To Advanced
Last updated 5/2022
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 1.43 GB | Duration: 2h 46m
Last updated 5/2022
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz
Language: English | Size: 1.43 GB | Duration: 2h 46m
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