• 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 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.

  • 5 Ways to Grow Your Retail Business This Summer

    As the summer swings into full gear, so does the retail season. This means higher profits for businesses, but more stress for business owners.

    Learn More

  • Selecting the Right CRM for a Manufacturer

    Manufacturers using a CRM? It does seem a bit unlikely for people in the manufacturing business. So many of you believe that all your business will come from existing customers and repeat sales. Why would you need a CRM where it would only be a place to store all your contacts?

    Learn More

  • 5 Tips to Cope with the Summer Retail Rush

    When the summer months hit, business heats up too. Locals and tourists will pour into stores to find their new suits, towels, and beach accessories. Plus, they’ll want to capitalise on new styles, gadgets that make the summer more bearable, and they’ll need to fuel up.

    Learn More