To use Record Validation, you need to enable API access on your Salesforce account.
- Enable API access on a Salesforce account (in Salesforce Lightning)
- Enable API access on a Salesforce account (in Salesforce Classic)
Grant your users access via the RV Permission Set, or with profile settings or custom permissions.
Learn more about user access options on this page.
To use Record Validation, you need to override your 'Edit' and 'New' button and use our Record Validation Entry page.
- Deploy Record Validation Entry (in Salesforce Lightning)
- Deploy Record Validation Entry (in Salesforce Classic)
Learn more about Record Validation Entry on this page.
Record Validation Live lets you validate fields upon opening up a record.
- Add Record Validation Live (in Salesforce Lightning)
- Add Record Validation Live (in Salesforce Classic)
- Add Record Validation Live (in your standard custom object)
Learn more about Record Validation Live on this page.
