Data is King

We’ve heard it all before…you’re only as good as your data. But users get creative and sometimes they will put things like a contact’s nickname and mobile phone in the zip code field. Which, for some reason, the post office doesn’t seem to appreciate their resourcefulness.

So what can you do to ensure consistent data that is easy to report and filter on? Validation Rules!

With validation rules, Salesforce admins can specify which values make the cut and get saved and which ones are rejected.

Going back to the postal code example, as an Admin you can specify that a postal code must be either 5 numbers or 5 plus 4 numbers if the country is USA. When your user tries to put in a 10 digit phone number in the postal field they will receive an error message that tells them it can only be in the 5 digit or zip plus 4 format.

Pretty cool huh? Here are some other common validation rules that many admins use:

  • Opportunity Close Date Must be Current Month
  • Opportunity Name Format
  • Mailing Address is required
  • Account Number must be a specific size
  • US Phone has 10 digits

Salesforce has put together this handy little cheat sheet filled with hundreds of useful validation rules.

http://login.salesforce.com/help/doc/en/fields_useful_field_validation_formulas.htm

 

There are a lot of powerful things you can do with validation rules to make sure your data stays squeaky clean.

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