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Validation Rules

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  • Contents
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  •  

Validation Rules

Ensuring the authenticity of data that enters the CRM system is one of the most intriguing tasks for any business. When there are several means by which data collection and entry takes place, it is crucial to set a rule to prevent invalid data from entering the system.

 

Validation Rules allows you to set a checkpoint that tells the user what value is allowed in a field. An error message is displayed whenever an inaccurate value is entered, prompting the user to rectify it to save the record.

 

In this video, you will learn to set rules that will check the accuracy of data based on the criteria, or by checking databases outside of CRM.  

 

Validation rules are layout specific.

True

Correct

Well done! Validation rules are layout specific.

False

Incorrect

Sorry! Validation rules are layout specific.

Validation Rules aim to:

Define accuracy and validity of data

Correct

Well done! It aims at defining the accuracy and validity of data.

Decrease the amount of data gathered

Incorrect

Sorry! It aims at defining the accuracy and validity of data.

Monitor leads

Incorrect

Sorry! It aims at defining the accuracy and validity of data.

An error message will occur for:

All records

Incorrect

Sorry! An error message will occur for records that meet or don't meet the specified condition.

Records that meet or don't meet the specified condition

Correct

Well done! An error message will occur for records that meet or don't meet the specified condition.

If a field value entered for a record matches the criteria defined in the rule:

The record's data will all have to be entered again from scratch

Incorrect

Sorry! CRM will throw an alert and will not allow the record to be saved.

CRM will throw an alert and will not allow the record to be saved

Correct

Well done! CRM will throw an alert and will not allow the record to be saved.

What happens if a primary or secondary field that is used in validation rules gets updated via workflows, Blueprint, APIs, Import, or Webforms?

The validation rule gets overwritten by the field update

Correct

Well done! The validation rule gets overwritten by the field update.

The field update gets overwritten by the validation rule

Incorrect

Sorry! The validation rule gets overwritten by the field update.

Validation rules are executed in the order in which they have been created.

True

Correct

Well done! Validation rules are executed in the order in which they have been created.

False

Incorrect

Sorry! Validation rules are executed in the order in which they have been created.

What happens when you create a validation rule as well as a blueprint validation for the same field, and if the two conditions are different?

The blueprint overrides the validation rule

Correct

Well done! The blueprint overrides the validation rule.

The validation rule overrides the blueprint

Incorrect

Sorry! The blueprint overrides the validation rule.

When you delete a validation rule, the rule as well as the alert message associated with it will be deleted.

True

Correct

Well done! The rule as well as the alert message associated with it will be deleted.

False

Incorrect

Sorry! The rule as well as the alert message associated with it will be deleted.

You can use a formula field in a validation rule.

True

Incorrect

Sorry! You cannot use a formula field in a validation rule.

False

Correct

Well done! You cannot use a formula field in a validation rule.

What is a validation text?

A message that is displayed when data entered in that field does not conform to the validation rule or it is violated

Incorrect

Sorry! It is the content criteria specified which records must meet or not meet for the rule to be triggered.

The content criteria specified which records must meet or not meet for the rule to be triggered.

Correct

Well done! It is the content criteria specified which records must meet or not meet for the rule to be triggered.

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