| Available in: both Salesforce Classic and Lightning Experience
|
| Available in: Contact Manager, Group,
Professional, Enterprise, Performance,
Unlimited, Developer, and Database.com
Editions |
For more information on any of the formula functions used in these examples, see Formula Operators and Functions.
Discount Percent Does Not Exceed Role-Based Limit
|
Description:
|
Validates that a custom field on opportunities called Discount
Percent does not exceed a maximum value that varies depending
on the user’s role. The default maximum is 15%. |
| Formula: |
|
| Error Message: |
Discount (%) exceeds limit allowed for your role. |
| Error Location: |
Discount Percent |
Expense Amount Does Not Exceed User's Max Allowed Expense
|
Description:
|
Validates a custom field called Expense Amount
against a custom user field called Max Allowed
Expense. |
| Formula: |
|
| Error Message: |
Amount cannot exceed your maximum allowed expense. |
| Error Location: |
Expense Amount |
Only Record Owner Can Change Field
|
Description:
|
Ensures that only the record owner can make changes to a custom field
called Personal Goal. |
| Formula: |
|
| Error Message: |
Only record owner can change Personal Goal. |
| Error Location: |
Personal Goal |
Only Record Owner or Administrator Can Change Field
|
Description:
|
Ensures that a user can make changes to a custom field called
Personal Goal only if the user is the record owner
or has a custom profile of “Custom: System Admin.” |
| Formula: |
$Profile merge fields are only available in Enterprise, Unlimited,
Performance, and Developer
Editions. |
| Error Message: |
Only record owner or administrator can change Personal Goal. |
| Error Location: |
Personal Goal |
Opportunity Close Date Can Only Be Back-Dated by Administrator
|
Description:
|
Validates that the Close Date of an opportunity
does not fall prior to the current month, except for users who have a custom
profile called “Custom: System Admin.” |
| Formula: |
$Profile merge fields are only available in Enterprise, Unlimited,
Performance, and Developer
Editions. |
| Error Message: |
Close Date cannot be prior to current month. |
| Error Location: |
Close Date |
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