How to Create multiple validation rules in Salesforce?

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January 04, 2024

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Create Multiple Validation Rules in Salesforce

What are Validation Rules?

Validation Rules in Salesforce are a set of criteria that you define to ensure the accuracy and integrity of your data. They act as gatekeepers, preventing users from entering incorrect or inconsistent information into your Salesforce records. By enforcing business rules through Validation Rules, you can maintain the quality of your data and streamline your business processes.

Key benefits of using Validation Rules:

Data Accuracy: Validation Rules help maintain accurate and reliable data by ensuring that only valid information is entered into Salesforce.

Consistency: These rules enforce uniformity across your records, preventing variations and discrepancies that could arise from human error.

Automated Error Checking: Instead of manually reviewing data integrity, Validation Rules automatically check and flag errors, saving time and reducing the likelihood of mistakes.

Enhanced User Experience: Users receive immediate feedback if they attempt to input invalid data, helping them correct errors promptly.

Now, let’s walk through the steps to create a Validation Rule in Salesforce:

Requirement:
For any Salesforce Admin or developer, there is a requirement to Create Multiple Validation Rules for Multiple Salesforce Objects (Standard or Custom Objects). These type of work requests would take more effort and time, so one of the best option to overcome this situation is by using the this AppExchange tool called Salesforce Bulk Object Field Creator (BOFC).

Here are Few Simple Steps to Create Multiple Validation Rules in Salesforce

1. Open the BOFC Home > Click “Bulk Create ,Update, Delete & Export Validation Rules“.

Export Validation Rules

2. It will open below screen for validation rules.

Create Validation Rules

3. Select the “Type of Operation as Create” from the drop down and screen looks like below image

Type of Operation as Create validation rules

Above image has many features (each number has its description as below):

Select the type of operation as Create from the drop down.
User can download the “Sample Rule Template” and user can update it with new validation rules on the basis of requirements.
Choose the XLS file to create validation rules.

4. After Selecting the XLS file from the system , it will fetch all the validation rules for selected object:-

fetch all the validation rules

Above image has many features (each number has its description as below):

Select the checkbox in front of each row.
Click on “Create New Rules” to create validation rules.

5. Once “Create New Rules” button is clicked, Final Status in Green as Rule created successfully and Screen look like below image:-

Create New Validation Rules

Conclusion:

Validation Rules in Salesforce are a vital tool for maintaining data accuracy and consistency within your CRM platform. By following the step-by-step guide provided in this blog, you can create effective Validation Rules tailored to your business requirements. Implementing these rules not only enhances the quality of your data but also contributes to a more streamlined and error-free user experience in Salesforce.

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