Easily Replace Field Validation in the Sales Quote

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How to Replace Field Validation in the Sales Quote

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[Music] hello everyone welcome to the salesforce cpq video series in this session we will be looking at the code line editor i am sudha sundaram i have 12 plus years of experience predominantly in the salesforce in the agile world i have played multiple roles in both salesforce and agile i am 11x salesforce.com certified an application architect and a cpu specialist included im also a trailblazer mentor and i love to paint dance and i love traveling you can follow me on twitter and linkedin i have posted my links here so in todays session we will be looking at the code line editor we are going to say you have to use the code line editor adding columns to the line editor code line editor drawer we will also be looking at how we dynamically change the codeline editor column headers and we will look at all the default buttons the codeline editor offers we would look at how to create groups and how do we ungroup we would also be looking at the guidelines for cloning code lines adjusting

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What are the validation rules?

One or more validation rules can be associated with a validation. Validation rules are the business rules that define the conditions under which a transaction can proceed. A validation rule is either defined by business users or supplied predefined by the system.

How do I change the validation rule in Salesforce?

To edit the validation rule for a custom activity field, select the validation rule from Setup by entering Activities in the Quick Find box, then selecting Activities and choose Task Validation Rules or Event Validation Rules. Enter the properties of your validation rule.

What is validation rule for field in Salesforce?

A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of True or False. Validation rules also include an error message to display to the user when the rule returns a value of True due to an invalid value.

What is the validation rule for picklist field in Salesforce?

The validation rule fires if the prior value of Type is not blank and the current value is. CASE() is useful for writing formulas that have different results based on the value of a picklist. This formula with the Number return type assigns a case a priority based on its type.

What are the two validation rule fields?

The most commonly used functions are: ISBLANK(field) returns True if the field is blank. ISPICKVAL(field, specific picklist value) returns True if a picklist value in a field matches the picklist value in the formula.

How do I disable field in validation rule in Salesforce?

Validation Rules Navigate to Setup Object Manager. Select the object that contains the validation rule you want to disable and click Validation Rules. Select the relevant validation rule and click Edit. Uncheck the Active checkbox and click Save:

What is the validation rule for CPQ quotes?

Validation rules confirm that a quotes product combinations or quote line field values match predetermined conditions. Users see an error message and cant save their product configuration or quote until they meet these conditions.

What is the rule for field validation?

Field validation rules Use a field validation rule to check the value that you enter in a field when you leave the field. For example, suppose you have a Date field, and you enter =#01/01/2010# in the Validation Rule property of that field. Your rule now requires users to enter dates on or after January 1, 2010.

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