Here’s a quick overview of how to implement data quality checks in Salesforce:
- Navigate to Setup using the gear icon in the upper-right corner.
- In the Quick Find search box, enter Object Manager.
- Click on the object where you want to implement the validation (such as Leads or Opportunities).
- Locate and select Validation Rules from the left sidebar.
- Click New to create a validation rule.
- 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")
- 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.
