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Pipeline Validations

Add or remove fields for validation in your pipeline in seconds

Overview

  • Simple application to add validations in seconds

  • See dynamic errors when a user tries to go from one stage to the next. For example, you put 5 fields for validation on a particular stage or status of the lead, if a user fills 3 out of 5 then he will get an error for the remaining 2 fields

  • Managing field validations based on record types, with ease and no requirement of testing or deployment

This app serves the purpose of implementing validations on the Opportunity Stage and Lead Status fields. In order to force users to add valuable information at every step of Lead or Opportunity, admins create validation rules, but these validation rules provide a static error message and require testing before deployment. Pipeline Validations app will create validations in seconds and the errors will be dynamic. For example, if you have 5 fields to validate at stage “Prospecting”, you fill 3 of these fields and try to change the stage, you will get an error message to fill the remaining 2 fields, unlike validation rules where you get a static message

Categories

Business Needs
Admin & Developer Tools
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package