Anil is a Salesforce Solutions Architect. He has more than 7 years of expertise in Salesforce ecosystems. apart from Salesforce he has expertise in open source CRM applications, ERP systems and third party integrations.
1. Click on the object in menu bar. 2. Click on the toggle link in right hand side and then on “View Validation Rules”. Alternatively you can search for validation in quick find box and scroll down to your object name. 3. Define rule name, scenario for validation and error message. 4. Click save. 5. Test your validation rule by creating or editing a record.
Role defines the hierarchy in an organization where user higher in the hierarchy has all access enjoyed by the users lower in same hierarchy. E.g. a user with role as VP marketing will have full read write access to all records owned by user down the line. Role and Profile are two settings which define the access you have in your organization. You can create new roles by going to manage Users => Roles. These roles are then assigned to users.
There are two assignment rules: Lead assignments rules, Case assignment rules. 1. Search for assignment rule in quick find box and select Lead or Case rules 2. Create new rule. 3. Go to detail of that rule and define new rule entry e.g. when annual revenue is greater than $1M assign that lead to a specific user. 4. Try by creating a new Lead record with annual revenue greater than 1M. 5. You can assign Leads/ Cases to a user or to a queue. You can also send an email to the user informing that a record has been assigned to her.
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