Validation Rules help make sure users enter correct and complete data. They show an error message if something important is missing or entered incorrectly.
You need to login with your admin credentials to setup Validation rules in the system
Step 1: Go to the Object Where You Want the Rule
Click on the Setup gear icon (top right).
Click on object manager. Then, in the Quick Find box, type the name of the object (Contact or Deal).
Click on the object name under Object Manager.
Step 2: Go to Validation Rules
On the left side panel, click Validation Rules.
Click the New button at the top.
Step 3: Add Your Rule Details
Rule Name: Give your rule a short name (example: Phone_Required).
Formula: Enter the condition when the error should show up (see example below).
Error Message: Write the message you want users to see if they make a mistake.
Error Location: Choose where the message will appear – at the top or next to a field.
Step 4: Save and Test It
Click Save.
Try editing or creating a record to test if the rule works properly.
📌 Example: Make Phone Number Required for Active Contacts
Goal: If a contact is marked as Active, a phone number should be required.
Rule Name: Phone_Required_For_Active
Formula:
AND(
ISPICKVAL(Status__c, "Active"),
ISBLANK(Phone)
)
Error Message: "Please enter a phone number for active contacts."
Error Location: Phone field
Things to Know
Validation rules stop users from saving bad data — even if they forget by mistake.
These rules also apply during data imports (unless turned off).
Too many strict rules can slow users down — use them only where it really matters.