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Account Validation Rules

Zumzum Financials Knowledge Base

    Overview:

    Account Validation Rule

    Zumzum Financials comes with a set of validation rules for the Account object, utilising the standard Salesforce Validation rules feature. You are able to activate and deactivate the validation rules to suit your business requirements. Alternatively, you may decide to clone the existing rules so that you may customise those to your needs or create your own validation rules.

    Available Account Validation Rules

    The current list of Account validation rules are in the table below

    Name Description Comment Default Active
    AccttType When an Account is set to “Type” Customer or Supplier, the user must enter an account number. To be able to set this account as a Type “Customer” or “Supplier”, please enter an “Account Number” to save the record. Yes
    Enforce Billing Contact Enforce Billing Contact For Customer Account. Please enter a Billing Contact to save this Customer Account. No
    Enforce Supplier Account Number When an Account is set to “Type” Supplier, the user must enter an account number. To be able to set this account as a Type “Supplier”, please enter an “Account Number” to save the record. Yes
    Account Number Uniqueness Check. Implemented via an account trigger to prevent the entry of a duplicate account number for suppliers, prospects and customer accounts. You may disable this with the custom Account metadata settings with the “Disable Account Number Uniqueness Check” setting https://www.zumzum.co.uk/knowledgebasezumzum/disable-account-number-uniqueness-check/ Yes

    How To Enable Zumzum Financials Account Validation Rules

    For Salesforce Lightning, to activate and deactivate the Account validation rules follow these steps

    If you wish to implement a validation rule, you may wish to activate or deactivate an  existing validation rule to suit your business requirement.  Please do this in your sandbox and test thoroughly before deploying to your production org.

    1. Click on the Gear icon on the top right of your screen .
    2. Click Setup.
    3. Select Object Manager from the menu .
    4. Type Account in the quick find box and open the Account object.
    5. from the menu, click Validation Rules.
    6. Open the Account Validation Rule you wish to confiture.
    7. Click on the Edit button if you wish to activate or deactivate the rule.
    8. Tick the Active box to activate or deactivate the rule.
    9. click Save.

    For Salesforce Classic, to activate and deactivate the Account validation rules follow these steps

    1. Click on the Setup link at the of your screen .
    2. In the quick find menu on the left, search for Objects.
    3. Select the  Account Object.
    4. Scroll to the Validation Rules related list.
    5. Open the Account Validation Rule you wish to configure.
    6. Click on the Edit button if you wish to activate or deactivate the rule.
    7. Tick the Active box to activate or deactivate the rule.
    8. click Save.

    Clone a Zumzum Financials Account Validation Rule

    If you wish to make a change to the validation rule, you may wish to clone the existing validation rule and modify.  Please do this in your sandbox and test thoroughly before deploying to your production org.

    In Salesforce Lightning, to clone a Account validation rule follow these steps

    1. Click on the Gear icon on the top right of your screen .
    2. Click Setup.
    3. Select Object Manager from the menu .
    4. Type Account in the quick find box and open the Account object.
    5. from the menu, click Validation Rules.
    6. Open the Account Validation Rule you wish to configure.
    7. Click on the Clone button if you wish to make a copy of the rule.
    8. Edit any of the properties of your new Account validation rule.
    9. Select Save to record your changes.
    10. Remember to select Active once you are ready to test your new rule.

    In Salesforce Classic, to clone a Account validation rule follow these steps

    1. Click on the Setup link at the of your screen .
    2. In the quick find menu on the left, search for Objects.
    3. Select the  Account Object.
    4. Scroll to the Validation Rules related list.
    5. Open the Account Validation Rule you wish to confiture.
    6. Click on the Clone button if you wish to make a copy of the rule.
    7. Edit any of the properties of your new Account validation rule.
    8. Select Save to record your changes.
    9. Remember to select Active once you are ready to test your new rule.

    Learn more about gaining a single 360° view of your customer accounts.

     

    in Manage Customer Data Tags: Account, customer, Validation Rules

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