Don’t Annoy Users by Falling into These Validation Rule Traps

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Stay sharp, Salesforce pros! Navigating validation rules in Salesforce can significantly impact user experience and system functionality. Here’s a quick guide to avoid common pitfalls:

1. Overly Strict Rules
• Avoid creating validation rules that are too restrictive, leading to user frustration.
• Ensure rules are well-documented and justified to maintain user adoption.

2. Poor User Messages
• Craft clear and instructive error messages to guide users on how to correct their entries.
• Avoid technical jargon that could confuse users.

3. Neglecting User Training
• Provide users with training on validation rules to ensure understanding and compliance.
• Regularly review training materials for updates as validation rules evolve.

4. Performance Issues
• Be mindful of complex validation rules that can slow down system performance.
• Run tests to monitor the impact of validation rules on system operations.

5. Maintenance Challenges
• Implement a robust process for regularly reviewing and updating validation rules.
• Keep validation rules organized and well-documented to simplify future maintenance.

Understanding these key areas helps in refining validation rules to strike the right balance between data integrity and usability. Stay vigilant and ensure your Salesforce org runs smoothly for all users!

You can read it here: https://sfdc.blog/eatUD

Source from salesforceben(dot)com

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