The Salesforce Validation Rules Crash Course

The Salesforce Validation Rules Crash Course, available at Free, has an average rating of 4.4, with 27 lectures, based on 29 reviews, and has 1587 subscribers.

You will learn about Understand what Salesforce validation rules are and their benefits Salesforce Functions, the different types, and how to use them in Validation Rules Salesforce Operators, their uses, and how to use them to create formulas for validation rules Learn about rule names, descriptions, syntax, and other important steps in creating a validation rule Discover validation rule resources that will help you create validation rules Build commonly used validation rules This course is ideal for individuals who are Beginner Salesforce Administrators It is particularly useful for Beginner Salesforce Administrators.

Enroll now: The Salesforce Validation Rules Crash Course

Summary

Title: The Salesforce Validation Rules Crash Course

Price: Free

Average Rating: 4.4

Number of Lectures: 27

Number of Published Lectures: 27

Number of Curriculum Items: 27

Number of Published Curriculum Objects: 27

Original Price: Free

Quality Status: approved

Status: Live

What You Will Learn

Understand what Salesforce validation rules are and their benefits

Salesforce Functions, the different types, and how to use them in Validation Rules

Salesforce Operators, their uses, and how to use them to create formulas for validation rules

Learn about rule names, descriptions, syntax, and other important steps in creating a validation rule

Discover validation rule resources that will help you create validation rules

Build commonly used validation rules

Who Should Attend

Beginner Salesforce Administrators

Target Audiences

Beginner Salesforce Administrators

Learn Lightning Fast

Learn the basics without being overwhelmed with a mountain of information. We designed this Salesforce validation course so you learn only the most important information you need to start creating validation rules.

Build With Confidence

Build Salesforce validation rules with ease – even if you struggle with using technology. We provide step-by-step instructions, best practices, and resources to help you effectively create validation rules for your Salesforce org.

Get Expert Tips & Advice

Apply best practices to your own business. We’re Salesforce-certified consultants, and you’ll get our expert tips and tricks – plus examples of use cases we’ve learned over the years from working with hundreds of clients.

Who is this course for?

This crash course is perfect for beginner Salesforce users who have a basic understanding of the platform and want to effectively create validation rules.

Who is this course not for?

This Salesforce validation rules 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.

Do I need anything for this course?

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.

Course Curriculum

Chapter 1: Welcome to The Course! ?

Lecture 1: Course Introduction

Chapter 2: Introduction to Validation Rules

Lecture 1: What is a validation rule?

Lecture 2: What are functions?

Lecture 3: List of functions explained

Lecture 4: What are operators?

Lecture 5: List of operators explained

Chapter 3: Creating a Validation Rule

Lecture 1: Rule Names

Lecture 2: Activation

Lecture 3: Descriptions

Lecture 4: Error Messages

Lecture 5: Error Locations

Lecture 6: Syntax

Chapter 4: Testing Best Practices

Lecture 1: Sandbox or Developer Org for testing

Lecture 2: How to create a testing environment

Chapter 5: Building Session

Lecture 1: Unmanaged packages & how to install

Lecture 2: Unmanaged package download links

Lecture 3: Lead | Cannot convert without email

Lecture 4: Lead | Cannot convert without phone number

Lecture 5: Lead | Cannot convert without a lead source

Lecture 6: Opportunity | Add closed lost reason (picklist)

Lecture 7: Opportunity | An amount needs to be associated to move the deal to won

Lecture 8: Account | Must enter why type was moved from customer to former customer

Chapter 6: Validation Rule Resources

Lecture 1: Trailhead

Lecture 2: Salesforce documentation

Lecture 3: Salesforce Better Formula Editor

Lecture 4: ChatGPT

Chapter 7: Whats next

Lecture 1: Check out these other resources

Instructors

Benjamin Taylor
Founder of Botji & Lead Salesforce Consultant at Rotive

Brian Hays
Salesforce Consultant & Instructor

Rating Distribution

1 stars: 0 votes

2 stars: 1 votes

3 stars: 2 votes

4 stars: 12 votes

5 stars: 14 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!