Mastering the Validation Rule & Formula Field in Salesforce

Master the validation rule and formula field in Salesforce to improve data quality, enforce business rules, and write condition logic and error messages before saving the record.

Write a lead validation rule in Salesforce to check annual revenue before saving when lead status is closed converted, displaying an error on the annual revenue field.

Create a lead-object validation rule that requires a phone when lead source changes to phone inquiry, preventing save with a clear error message.

learn how to write a validation rule on the lead to require SIC code when product interest changes to GC 5000 series, preventing save if SIC code is blank.

Enforce rating as mandatory when changing lead status. Check lead status values such as closed, converted, or closed not converted with and/or logic, and show error before saving the record.

Learn to create a lead validation rule on the lead object that makes number of employees mandatory when rating is warm, preventing save with blank fields and showing error message.

Learn to enforce numeric mobile values on the lead object by creating a validation rule that blocks text input and displays 'mobile will take only numeric value' before saving.

Learn to enforce the website field as mandatory on the lead object in Salesforce before changing lead status to working conducted, using a validation rule and an inline error message.

Write a validation rule on the lead object to require the website field when lead status changes to working conducted, showing an error if website is blank.

Create a validation rule on the lead object to require the phone field when lead source is other, enforced before save, with an error message if phone remains blank.

Learn to prevent negative currency values in lead annual revenue by building a Salesforce validation rule, with a clear error message and field-level alert, demonstrated in a live setup.

Learn to create a custom formula field in Salesforce to extract the domain name from an email address, using formula types, functions, and expressions in a live demo.

Create a custom formula field in Salesforce to calculate the total percentage of four subject fields (Hindi, English, Math, Science) out of 400.

Create a custom Salesforce formula field to display the related list of values from the parent on the child record using an advanced currency formula.

Create a custom formula field in Salesforce to compute the due amount by subtracting paid amount from the course total fee and display it on the page.

Learn to build a custom Salesforce formula field to compute percentage change and display the calculated final price, with steps for typing a formula, syntax check, and a lab demo.

Master yearly income from monthly income in Salesforce by creating a monthly income field and a formula field early income that multiplies by 12 when monthly income exceeds 25,000.

Display a lead rating hot or cold in Salesforce by building a formula field that evaluates the lead source using conditional logic (if/advanced formula) and updates based on selected values.

Create a Salesforce formula field on the contact object to display the full name by concatenating first name and last name when the GST number equals 555.

Create a formula field in Salesforce to check if the registered status is approved, then calculate the remaining amount by subtracting paid amount from the total course fee.

Create a Salesforce formula field on the lead object to display great when both mobile and email are not blank, otherwise show poor, using an advanced formula.

Create a Salesforce formula field on contact to display the referral code number associated with its account, using a lookup relationship to mirror the account's referral code across related contacts.

Create a formula field in Salesforce for the opportunity to show remaining days until close by subtracting two days from the close date using the today function.

Create a Salesforce formula field on the course object to automatically check the student resource checkbox when course fees exceed 10,000 and status is active.

Create a date of birth field and a student age formula field in Salesforce, using an advanced formula with the float function and 365 days to auto-calculate age.

Master how to create a Salesforce formula field that calculates a student's age from date of birth and checks if age is greater than 18 to determine graduate eligibility.