- Create a formula field called Expected Name with a formula that evaluates to the name you want to see.
- Create a validation rule called "Name Expected" with error formula:
Name != Expected_Name__c
Monday, December 13, 2010
Enforcing Record Name Convention in Salesforce without Apex
One can enforce a record naming convention with a few steps in Salesforce, sans Apex!
Labels:
convention,
enforce,
formula,
record name,
Salesforce,
validation rule