Financial Services Cloud Custom Validation Rules

Custom validation rules ensure the integrity of your Financial Services Cloud data.

Custom validation rules use the FinServ namespace prefix. For example, FinServ__NonPortalUserReferrer is a custom validation rule on Account that validates that internal referrers are Salesforce users.

Financial Services Cloud Quick Reference for Validation Rules

Validation Rule Name	Host Object	Default Status
NonPortalUserReferrer	Account	Active
NotAllowingConversionFromIndividual (retired)	Account	Inactive
NotAllowingConversionToIndividual (retired)	Account	Inactive
SingleReferredByEntryByRecord	Account	Active
AARCanOnlyBeDeactivated	AccountAccountRelation	Active
AccountAndRelatedAccountCannotBeSame	AccountAccountRelation	Active
AccountCannotBeAnIndividual	AccountAccountRelation	Active
CannotCreateInactiveRecord	AccountAccountRelation	Active
InactiveAARCannotBeEdited	AccountAccountRelation	Active
NoJointOwnerForIndividualAccounts	AssetsAndLiabilities	Active
PrimaryAndJointOwnerCannotBeSame	AssetsAndLiabilities	Active
BirthdateCannotBeInFuture	Contact	Active
CannotHaveMoreThanOnePrimaryAddress	Contact	Active
ContactCannotBeAssociatedToHousehold	Contact	Active
IndividualCannotHaveMoreThanOneContact (retired)	Contact	Inactive
NonPortalUserReferrer	Contact	Active
NotAllowingConversionFromIndividual (retired)	Contact	Inactive
NotAllowingConversionToIndividual (retired)	Contact	Inactive
SingleReferredByEntryByRecord	Contact	Active
CannotCreateInactiveRecord	ContactContactRelation	Active
CCRCanOnlyBeDeactivated	ContactContactRelation	Active
ContactAndRelatedContactCannotBeSame	ContactContactRelation	Active
InactiveCCRCannotBeEdited	ContactContactRelation	Active
YearOfGradCannotBeInFuture	Education	Active
EndDateCannotBeInFuture	Employment	Active
StartDateCannotBeInFuture	Employment	Active
StartDateCannotBeLaterThanEndDate	Employment	Active
ManagedAndHeldAwayCannotBeBothSelected	FinancialAccount	Active
NoJointOwnerForIndividualAccounts	FinancialAccount	Active
PrimaryAndJointOwnerCannotBeSame	FinancialAccount	Active
CannotCreateInactiveRecord	FinancialAccountRole	Active
FARCannotBeModified	FinancialAccountRole	Active
InactiveFARCannotBeEdited	FinancialAccountRole	Active
InactiveRecordCannotBeReactivated (retired)	FinancialAccountRole	Active
OwnershipRolesCannotBeDeactivated	FinancialAccountRole	Active
OwnershipRolesCannotBeModified (retired)	FinancialAccountRole	Active
RelatedAccountOrContactRequired	FinancialAccountRole	Active
RoleIsMandatory	FinancialAccountRole	Active
ExpDateCannotBeLaterThanStart	IdentificationDocument	Active
IssueDateCannotBeInFuture	IdentificationDocument	Active
VerificationDateTimeCannotBeInFuture	IdentificationDocument	Active
NonPortalUserReferrer	Lead	Active
SingleReferredByEntryByRecord	Lead	Active
NonPortalUserReferrer	Opportunity	Active
SingleReferredByEntryByRecord	Opportunity	Active
ProhibitUpdates	ReciprocalRole	Active
AccountOrFinancialAccountRequired	Revenue	Active

Validation Rule Details

Object	Validation Rule Details
Account	NonPortalUserReferrer: Validation fails if the value of the `UserType` field on the ReferredByUser is not `Standard`. NotAllowingConversionFromIndividual (retired): This validation rule has been retired. NotAllowingConversionToIndividual (retired): This validation rule has been retired. SingleReferredByEntryByRecord: Validation fails if both `ReferredByUser__c` and `ReferredByContact__c` are not blank.
AccountAccountRelation	AARCanOnlyBeDeactivated: Validation fails if `Account__c` or `RelatedAccount__c` is changed on an existing record. AccountAndRelatedAccountCannotBeSame: Validation fails if `Account__c` is the same as `RelatedAccount__c`. AccountCannotBeAnIndividual: : Validation fails if the `IndividualType__c` field on the account or related account is set to `Individual`. CannotCreateInactiveRecord: : Validation fails if a record is marked inactive when created. InactiveAARCannotBeEdited: Validation fails if a user tries to edit an existing record that’s marked inactive.
AssetsAndLiabilities	NoJointOwnerForIndividualAccounts: Validation fails if the `JointOwner__c` field is not blank and`Ownership__c` field value is `Individual`. PrimaryAndJointOwnerCannotBeSame: Validation fails if the `PrimaryOwner__c` is the same as the `JointOwner__c`.
Contact	BirthdateCannotBeInFuture: Validation fails if `birthdate__c` is in the future. CannotHaveMoreThanOnePrimaryAddress: Validation fails if more than one address (mailing, billing, shipping, or other) is marked as primary. ContactCannotBeAssociatedToHousehold: Validation fails if account record type is `IndustriesHousehold`. IndividualCannotHaveMoreThanOneContact (retired): This validation rule has been retired. NonPortalUserReferrer: Validation fails if the value of the `UserType` field on the ReferredByUser is not `Standard`. NotAllowingConversionFromIndividual (retired): This validation rule has been retired. NotAllowingConversionToIndividual (retired): This validation rule has been retired. SingleReferredByEntryByRecord: Validation fails if both `ReferredByUser__c` and `ReferredByContact__c` are not blank.
ContactContactRelation	CannotCreateInactiveRecord: Validation fails if a record is marked inactive when created. CCRCanOnlyBeDeactivated: Validation fails if the contact, related contact, or role is changed on an existing record. ContactAndRelatedContactCannotBeSame: Validation fails if the contact is the same as the related contact. InactiveCCRCannotBeEdited: Validation fails if a user tries to edit an existing record that’s marked inactive.
Education	YearOfGradCannotBeInFuture: Validation fails if the year of `GraduationDate__c` is after this year.
Employment	EndDateCannotBeInFuture: Validation fails if `EndDate__c` is after today. StartDateCannotBeInFuture: Validation fails if `StartDate__c` is after today. StartDateCannotBeLaterThanEndDate: Validation fails if `StartDate__c` is later than `EndDate__c`.
FinancialAccount	ManagedAndHeldAwayCannotBeBothSelected: Validation fails if both `Managed__c` and `HeldAway__c` are checked. NoJointOwnerForIndividualAccounts: Validation fails if `JointOwner__c`is not blank and `Ownership__c` is `Individual`. PrimaryAndJointOwnerCannotBeSame: Validation fails if `PrimaryOwner__c` is the same as `JointOwner__c`.
FinancialAccountRole	CannotCreateInactiveRecord: Validation fails if the `EndDate__c` is blank and the record is inactive. FARCannotBeModified: Validation fails if `RelatedAccount__c`, `RelatedContact__c`, `FinancialAccount__c`, or `Role__c` is changed on an existing record. InactiveFARCannotBeEdited: Validation fails when any edits are made to an existing inactive record. InactiveRecordCannotBeReactivated (retired): This validation rule has been retired. OwnershipRolesCannotBeDeactivated: Validation fails if an inactive record is updated to active. OwnershipRolesCannotBeModified (retired): This validation rule has been retired. RelatedAccountOrContactRequired: Validation fails if `RelatedAccount__c` and `RelatedContact__c` are both blank. RoleIsMandatory: Validation fails if `Role` is blank.
IdentificationDocument	ExpDateCannotBeLaterThanStart: Validation fails if `IssueDate__c` is after the `ExpirationDate__c`. IssueDateCannotBeInFuture: Validation fails if `IssueDate__c` is after today. VerificationDateTimeCannotBeInFuture: Validation fails if `VerificationOn__c` is in the future.
Lead	NonPortalUserReferrer: Validation fails if the value of the `UserType` field on the ReferredByUser is not `Standard`. SingleReferredByEntryByRecord: Validation fails if `ReferredByUser__c` and `ReferredByContact__c` are both blank or both not blank.
Opportunity	NonPortalUserReferrer: Validation fails if the value of the `UserType` field on the ReferredByUser is not `Standard`. SingleReferredByEntryByRecord: Validation fails if both `ReferredByUser__c` and `ReferredByContact__c` are not blank.
ReciprocalRole	ProhibitUpdates: Validation fails if `CreateInverseRole__c`, `Name`, `InverseRole__c`, or `RecordTypeId` is changed.
Revenue	AccountOrFinancialAccountRequired: Validation fails if `Account__c` and `FinancialAccount__c` are both blank or both not blank.