When to Use This Skill
Use this skill when you need to:
- Create validation rules to enforce data quality
- Prevent invalid records from being saved
- Generate validation rule metadata with formulas
- Add business logic validation to objects
- Troubleshoot deployment errors related to validation rules
Specification
ValidationRule Metadata Specification
Overview
Validation Rules are declarative metadata components used to enforce data quality and business logic in Salesforce. They evaluate a formula expression when a record is saved and prevent the save operation if the expression returns TRUE.
Purpose
-Enforce business rules at the data layer -Prevent invalid or incomplete records from being saved -Display meaningful error messages to guide users
Required Properties
Core Validation Rule Properties
-
fullName
- The unique API name of the validation rule
- Must start with a letter
- Can contain letters, numbers, and underscores
- Cannot end with an underscore
- Cannot contain consecutive underscores
- Cannot exceed 40 character.
-
active -Indicates whether the validation rule is enabled true → Rule is enforced false → Rule is inactive
-
errorConditionFormula
-
The logical formula that evaluates record data
-
Must return TRUE or FALSE
-
If TRUE, the validation rule triggers an error
-
errorMessage
- The message displayed to the user when validation fails
-
Maximum length: 255 characters
Specific Function Guidelines
- TEXT - TEXT() function MUST NOT be used with Text fields, to fix this you can just remove the TEXT() function.
- CASE - In salesforce CASE() function, last parameter is the default value. Admins often miss to provide this and number of parameters to CASE() function are always even.
- VALUE - VALUE() function should only be used with Text fields. If a number is being used as a parameter to the VALUE() function, remove the VALUE() function.
- DAY - DAY() function should only be used with Date fields. If a Datetime field is being used as a parameter to the DAY() function, convert it into a Date first.
- MONTH - MONTH() function should only be used with Date fields. If a Datetime field is being used as a parameter to the MONTH() function, convert it into a Date first.
- DATEVALUE - DATEVALUE() function should only be used with DateTime fields. If a Date is being used as a parameter to the DATEVALUE() function, remove the DATEVALUE() function.
- ISPICKVAL - If checking equality of a picklist type field, the function ISPICKVAL() MUST be used.
- ISCHANGE - Use ISCHANGE() function to check the value of a record has changed.
Critical Rules
-
Formula XML Handling(MOST COMMON ERROR)
- ANY errorConditionFormula containing XML tags MUST be inside a CDATA section in the metadata XML.
-
Interpretation of "Update" Instructions. When receiving instructions to modify a formula, distinguish between a replacement and an addition:
- "Update the formula to [Action]": Completely replace the existing formula logic with the new requirement.
- "Update the formula to also [Action]": Keep the existing logic and append the new requirement (usually by wrapping the logic in an AND() or OR() function).
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File Format Requirement
- Validation rule files MUST always use the
.validationRule-meta.xmlextension.
- Validation rule files MUST always use the
