fbpx
    • At the latest Brisbane Salesforce User Group meeting, we presented to the group how to enforce business process and how to keep your critical data clean using validation rules within Salesforce CRM.

      We looked at 6 great rules that we have used for organisations around the world and some especially for Australia including enforcing the Australian States, phone numbers and Postcode ranges.

      Salesforce Help states the following in their help & training:

      “Improve the quality of your data using validation rules. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False.” Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value. Improve the quality of your data using validation rules. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of “True” or “False.” Validation rules also include an error message to display to the user when the rule returns a value of “True” due to an invalid value.”

      We created the following rules:

      • Order (number) received before Opportunity is closed
      • Prevent an Opportunity from being edited when closed
      • Dates are in sequence
      • Billing Address includes an Australia State
      • Complex Regex validations – Phone Number (Australia)
      • Complex Regex validations – Australian Postcodes

      If you want to create them yourself, you can follow the steps which we have made available via our ScreenstepsLive account.

  • 10 ways to be more organised in 2021

    At some point in our lives, most of us have made a resolution to be more organised. For many it is likely to have coincided with the start of a new year, whether calendar, financial or the school year. However, being organised involves more than simply aiming to be that way.

    Learn More

  • 2020: Highlights, challenges and looking forward

    When the clocks ticked over to 2020 on January 1 this year, no-one could have known what a tumultuous year it would turn out to be. If you’d told the party revellers that within 4 months, the world would be gripped by a health epidemic and borders would close, events would be cancelled, and people’s movements restricted due to lockdowns, they would have no doubt looked at you like you had already partied too much.

    Learn More

  • Confessions of a people manager

    So here’s a secret: when the energy in a team is positive, collectively the team can achieve something astounding. People energised around an ambitious goal transform into a powerful force.

    Learn More