How To Implement Data Quality Checks In Salesforce

‍

‍

Here’s a quick overview of how to implement data quality checks in Salesforce:

‍

1. Navigate to Setup using the gear icon in the upper-right corner.
2. In the Quick Find search box, enter Object Manager.
3. Click on the object where you want to implement the validation (such as Leads or Opportunities).
4. Locate and select Validation Rules from the left sidebar.
5. Click New to create a validation rule.
6. Configure your rule settings:
   
   • Create a descriptive Label (like "Opportunity Amount Required")
   • Check the "Active" box to enable the rule
   • Build your Error Condition Formula using the formula builder - this defines when the validation should trigger
   • For example: ISPICKVAL(PRIORVALUE(StageName), "Closed Won") && Amount == null ensures closed opportunities have an amount
   • Write a clear Error Message that helps users understand what needs to be fixed (such as "Closed Won opportunities must include an amount")
7. Click Save to implement your validation rule.

These rules help maintain data quality by preventing records from being saved unless they meet your specified criteria.