How to deploy the Record Validation Entry page (in Salesforce Classic)

Last published at: January 18th, 2022

To make use of Record Validation upon inserting or editing a record, you need to replace your current entry page with the Record Validation Entry page. This how-to will show you how in a few simple steps.

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Using Salesforce Lighting? Read our guide for deploying Record Validation Entry in Salesforce Lightning.

Step 1 Deploy Record Validation Entry for Leads

Override the "New" button. 

Watch this short video or continue with the steps below.

  1. Navigate to the Salesforce Setup.
  2. Navigate to Build - Customize - Leads - Buttons, Links and Actions.
  3. Find the 'New' button and click 'Edit'. 
  4. At 'Override With', select 'Visualforce Page'.
  5. At the available Visualforce pages, select 'rv2EntryLead'.
  6. Click Save.
    Override the "Edit' button.
    Watch this short video or continue with the steps below.
  7. Find the 'Edit' button and click 'Edit'. 
  8. At 'Override With', select 'Visualforce Page'. 
  9. At the available Visualforce pages, select 'rv2EntryLead'.
  10. Click Save. 

Step 2 Deploy Record Validation Entry for Contacts

Override the "New" button. 

Watch this short video or continue with the steps below.

  1. Navigate to the Salesforce Setup.
  2. Navigate to Build - Customize - Contacts - Buttons, Links and Actions.
  3. Find the 'New' button and click 'Edit'.
  4.  At 'Override With', select 'Visualforce Page'.
  5.  At the available Visualforce pages, select 'rv2EntryContact'.
  6. Click Save.
    Override the "Edit' button.
    Watch this short video or continue with the steps below.
  7. Find the 'Edit' button and click 'Edit'.
  8. At 'Override With', select 'Visualforce Page'. 
  9. At the available Visualforce pages, select 'rv2EntryContact'.
  10. Click Save.

Step 3 Deploy Record Validation Entry for Accounts

Override the "New" button. 

Watch this short video or continue with the steps below.

  1. Navigate to the Salesforce Setup.
  2. Navigate to Build - Customize - Accounts - Buttons, Links and Actions.
  3. Find the 'New' button and click 'Edit'.
  4. At 'Override With', select 'Visualforce Page'.
  5. At the available Visualforce pages, select 'rv2EntryAccount'.
  6. Click Save.
      Override the "Edit' button.
    Watch this short video or continue with the steps below.
  7. Find the 'Edit' button and click 'Edit'.
  8. At 'Override With', select 'Visualforce Page'.
  9. At the available Visualforce pages, select 'rv2EntryAccount'.
  10. Click Save.  

You have now deployed the Record Validation entry page. You are now ready to validate your data upon entering a new Lead, Contact or Account.

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Do you want to use Record Validation for a Standard or Custom Object? Read our guide on how to apply Record Validation to your (custom) Object.