The Salesforce Validation Rules Crash Course
This course is perfect for beginner Salesforce users. By the end of this course, you will be confidently creating validation rules.
What is a validation rule?
What are functions?
List of Functions Explained
What are operators?
List of Operators Explained
Trailhead & Salesforce Docs
Better Salesforce Formula Editor
Unmanaged Packages & How to Install
Unmanaged Package Download Links
Lead | Cannot Convert Without Email
Lead | Cannot Convert Without Phone Number
Lead | Cannot Convert Without Lead Source
Opportunity | Add Closed Lost Reason (Picklist)
Opportunity | An Amount Needs to Be Associated to Move Deal to Won
Account | Must Enter Why Type Was Moved From Customer to Former Customer
Sandbox or Developer Org for Testing
How to Create a Testing Environment
This course is 100% FREE! We hope this helps you get started and on your way to becoming a validation rule expert.
Learn faster with access to all courses and workshops, a private community, and weekly office hours with Brian.
$200.00 / monthBuy Now
Salesforce Consultant & Instructor
Lead Salesforce Consultant
This crash course is perfect for beginner Salesforce users who have a basic understanding of the platform and want to effectively create validation rules.
This Salesforce reporting course was not constructed for advanced users or students studying for their certifications - while it wouldn't hurt, this course was not designed to help you pass your exams.
You'll need a Salesforce org - this can be a paid org, developer org, or even a free Trailhead org. You could take the course without a Salesforce org, but we believe you will get the most benefit from building reports and dashboards along with the instructors.
Each course comes with 12 months of access to all course information and materials.
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