In this lecture, I walk you through creating a validation rule that enforces all Account Numbers on Accounts to be exactly 7 characters long. We build the validation rule using the Formula Editor and specify the error location when the validation rule evaluates to true. I also provide a downloadable resource PDF for sample validation rules that you can use.
This is an introductory lecture to workflow rules, which play an integral part when it comes to automation in Salesforce.
Resource:
Sample Validation Rules (PDF) - https://resources.docs.salesforce.com/204/latest/en-us/sfdc/pdf/salesforce_useful_validation_formulas.pdf
In this lecture, I walk you through the process of creating a workflow rule. I also demonstrate the different types of actions that you can perform either immediately or with a time-trigger.
In this lecture we explore the various immediate workflow actions that you can add to a workflow rule.
