3 Must-Have Validation Rules in Salesforce to Save Time and Avoid Costly Mistakes
Validation rules in Salesforce act like quality checks for your data. They help make sure that the data in your Salesforce org is accurate and consistent, so you will lose no opportunity due to typos or mistakes. Managers and Salesforce admins rely on these rules to keep data entry on track, maintain accuracy, and align Salesforce with their organization's unique needs.
In this video, we'll explore three essential Salesforce validation rules that every CRM user should use:
- Contact's phone validation
- Max discount validation
- Lead conversion validation
- Step-by-step creation of these three rules
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