Validation Rules
Validation Rules
Automation
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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.
Useful link: Create Validation Rules
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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