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Wednesday
Dec192012

Validate Salesforce Account

 

Today, I'll show you a great way to validate an Account based on the following conditions:

 

  1. If Budget (Number Field)exceeds 10,000
  2. If Decision (Picklist Field) equals Yes
  3. If Timeline (Date field) is not blank

 

All above conditions must be true for the Custom/Picklist field to be set to "Yes". Here is how to do it: 

 

  • First, create a custom field (is Account Qualified?)
  • Set the Custom Field type to Formula with Text is output type
  • Copy and paste  the code below:

 

IF( AND( Budget__c >9999, ISPICKVAL(Decision_c,"Yes"), ISBLANK(Timeline__c)), "Yes", "No")

 

 

 

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