Step by Step Salesforce Tutorial – Creating Tab and Validation Rule – 3 of 6

  1. Creating custom object
  2. Creating Fields
  3. Creating Tab and Validation Rule
  4. Creating Email Template
  5. Creating Workflow rule
  6. Creating Trigger and Test cases

In this tutorial, we are going to create Tab and Validation rules for Automated tuition class registration.

To create Tab go to Setup -> Create -> Tabs -> New Custom object Tabs, and there select object Student.

After creation of tab, we can also customize / edit the page layout.

Edit Page Layout Salesforce
Edit Page Layout Salesforce

As you can see, On Custom tab, Go to Page Layouts section and click on Edit button.

Set Page layout Salesforce
Set Page layout Salesforce

Final look of page is shown in above screen shot.

Creating Validation rule in salesforce:

Now lets have a look in Validation feature of salesforce.

Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. 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.
To begin using validation rules, click Setup | Customize, select the appropriate activity, standard object, or users link from the menu, and click Validation Rules. For custom objects, click Setup | Create | Objects and select the custom object. Validation rules are listed in the Validation Rules related list.

Note : Validation rules apply to all new and updated records for an object, even if the fields referenced in the validation rule are not included in a page layout or an API call. If your organization has multiple page layouts for the object on which you create a validation rule, verify that the validation rule functions as intended on each layout. If your organization has any integrations that use this object, verify that the validation rule functions as intended for each integration.

In our scenario, lets say the installments cannot be less than 500.

Creating Validation rule salesforce
Creating Validation rule in salesforce

As you can see in above screen shot, we have created the Validation rule. if Validation rule is not satisfied then we can also display the custom message.

The demo of above validation rule is demonstrated in below screen shot.

Validation rule not satisfied salesforce
Validation rule not satisfied salesforce

The validation message can be shown at header or it can be shown below fields also.

In next tutorial, we will see how to create the welcome mail template for the student, if he joins any course.

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4 responses to “Step by Step Salesforce Tutorial – Creating Tab and Validation Rule – 3 of 6”

  1. dipak sonawane Avatar
    dipak sonawane

    All blogs are really well executed, understandable superbly managed for fresher’s in salesforce
    hats off

  2. Rajesh Pothula Avatar
    Rajesh Pothula

    HI i was very happy to see this blog…

    Plz i request anyone over here to help me..

    Iam being a fresher to salesforce.com i had a few queries regarding salesforce jobs. I want to start my career in salesfoece so i choose to be an admin or CRM. I feel little discomfort in coding.. i prefer nondevloper roles in salesforce so guys plz help me in picking a right path for me.. plz suggest me … I want to know the work, roles and responsibility of a salesforce admin or crm professional. plz reply me.. plz plzzz plzz i say plzzzz iam struggling to find the answers for it because i dont have any support…to guide me

    mail me @ rajeshswamypothula@gmail.com

  3. Bhaskar Avatar
    Bhaskar

    how to check duplicate values like phone number and Email by using validation rules in salesforce

    1. JitendraZaa Avatar
      JitendraZaa

      Using Validation rule, its not possible. You need to code either Trigger or any VF+Controller for on demand analysis.

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