The Universal Containers data manager has been complaining about the
lack of data integrity on Contact records.
Sales reps have not been filling out the Region field. The data manager wants the
Region field filled out only for Contacts that are associated to Accounts that have been
marked as 'High Priority' on the Customer Status field.
What can the app builder do to fulfill this requirement?
To ensure data integrity where the Region field on the Contact object needs to be filled out conditionally based on the parent Account's status, a validation rule on the Contact is the most effective method:
B . Create a validation rule on Contact. This rule can enforce that the Region field must be filled out for Contacts related to Accounts marked as 'High Priority'.
Steps to create this validation rule:
Navigate to Setup Object Manager Contact Validation Rules.
Create a new validation rule.
In the formula, use:
AND(
ISPICKVAL(Account.Customer_Status__c, 'High Priority'),
ISBLANK(Region__c)
) )
Provide an error message to display when the rule is violated.
Save and activate the rule.
This validation rule checks that if a Contact is associated with an Account marked 'High Priority', the Region field cannot be blank.
For further detail, Salesforce's Validation Rule Considerations provides additional guidance.
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