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Home Technology

Salesforce Validation Rule Enforce Numeric Only

by sophia cook
December 20, 2022
in Technology
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Salesforce

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Salesforce validation rules are used to ensure data quality and accuracy by enforcing specific conditions on the values of fields. One common type of validation rule is to enforce that only numeric values can be entered into a field. This guide will go through how to create a Salesforce Validation Rule that enforces only numeric values. 

Steps:

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  1. Log in to your Salesforce Instance and go to Setup > Object Manager. Click on the object for which you wish to create a numeric-only validation rule, such as Accounts or Leads. 
  2. In the left navigation panel, click “Validation Rules” under Custom Fields & Relationships. 
  3. Click “New” and enter a name for the validation rule. 
  4. In the Error Condition Formula field, enter a formula that evaluates to true if data other than numeric values is entered. The following example will evaluate to true if anything other than 0-9 or a period (.) is entered: 

NOT(REGEX( TEXT( {Field_Name__c} ) , “^\\d+(\\.\\d{0,2})?$”)) 

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Replace {Field_Name__c} with the API Name of the field you want this validation rule to apply to. 

  1. Enter an appropriate error message in the Error Message field that describes what type of data should be entered into the field. 
  2. Click “Save” and the validation rule will be created. 
  3. Next, select the checkbox next to “Active” in order to activate the Validation Rule and start enforcing it across your instance immediately. 
  4. Finally, you can optionally select other checkboxes, such as “Enforce on record creation” and “Enforce read-only fields” depending on your requirements. 
  5. Click “Save” to save your changes and the validation rule is now active on your Salesforce instance.

Salesforce Validation Rule Enforce Numeric Only is a tool that can be used to ensure that the data entered into fields in Salesforce are only numeric. This type of validation rule is important for ensuring accurate data entry and avoiding errors related to non-numeric input. The use of this validation rule will help protect your data from errors and ensure that only valid information is stored in Salesforce.

How It Works: 

Salesforce Validation Rule Enforce Numeric Only works by requiring users to enter only numeric data when entering information into a field. This type of validation rule will prevent any non-numeric values from being accepted, including letters and symbols such as “$” or “&”. When this rule is enabled, the user will be required to enter only numbers into the field before saving the record.

Benefits: 

The primary benefit of enabling Salesforce Validation Rule Enforce Numeric Only is improved accuracy of your data entry process. By preventing users from entering non-numeric values, you can ensure that only valid information is stored in your Salesforce system. This will help keep your data up-to-date and accurate, which can lead to better decision-making and improved customer experience.

In addition, this type of validation rule can also be used to improve the security of your Salesforce system. By preventing users from entering non-numeric values, you can reduce the risk of malicious attacks or data breaches by ensuring that only valid information is stored in Salesforce. 

Enabling Salesforce Validation Rule Enforce Numeric Only: 

Salesforce Validation Rule Enforce Numeric Only can be enabled for a field by navigating to the “Validation Rules” section in a field’s settings. Once you have located the field, you can select “Numeric Only” from the drop-down menu. Once this setting is enabled for a field, users will be required to enter only numeric values into that field before saving the record. 

Conclusion:

Creating a Salesforce Validation Rule to enforce numeric-only values is a simple process that can help maintain data quality for your organization. With just a few steps, you can create a validation rule and ensure that only numbers are entered into certain fields in Salesforce. This will help make sure that all of your data is accurate and reliable. 

By enabling Salesforce Validation Rule Enforce Numeric Only, you can ensure that only valid information is stored in Salesforce and improve the accuracy of your data entry process. This type of validation rule also helps to improve security by preventing malicious attacks or data breaches caused by non-numeric values being entered into fields. By following these steps, you can easily enable this type of validation rule and improve the accuracy and security of your system.

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