6 Quick Validation Rules – Cleaner Sales Cloud Opportunity Data

INTRODUCTION

Data quality is very important in Salesforce. Salesforce provide a very helpful featured called “Validation Rule”. Developers / Administrators can create custom validation rule on Salesforce standard and custom objects.

Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False”.

EXAMPLES OF VALIDATION RULES

1. Closed Date Must be Future Date

CloseDate < TODAY() && NOT(IsClosed)

2. A close reason is required when opportunity is closed lost

ISPICKVAL( StageName ,”Closed Lost”) && ISBLANK( Close_Reason__c )

3. Customer PO Number Required for this Stage

ISPICKVAL( StageName , “Closed Won”) &&
ISBLANK( Customer_PO_Number__c )

4. Dates of type delivery must be no later than 14 days after close date

ISPICKVAL(StageName, “Closed Won”) && ( Delivery_Schedule_Date__c – CloseDate ) > 14

5. Delivery Schedule Date is required for this stage

Validates that a custom field called Delivery Date is provided if an opportunity has advanced to the Closed Won or Negotiation/Review stage.

AND (
OR (
ISPICKVAL(StageName, “Closed Won”),
ISPICKVAL(StageName, “Negotiation/Review”)),
ISBLANK( Delivery_Schedule_Date__c )
)

6. Opportunity Amount Should not be Blank on some stage

AND(
ISBLANK(Amount ),
NOT(ISPICKVAL(StageName,”Prospecting”)))