Salesforce best practices

We've picked up a few tips and tricks from our expert Salesforce CRM customers and partners.

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More best practices will be added in the future

Flexibility in certain Salesforce Validation Rules

Salesforce Validation Rules seem absolute. And often they should be! E.g., A Contact is required to move an Opportunity beyond x stage. That should always be true!

But, situations exist where you might want a little wiggle room.

  • E.g., You are likely tracking New and Upsell Opportunities as different Opportunity Types or Opportunity Record Types.
  • To enforce this, you set up a Validation Rule that a New Opportunity can only be Won when no other Won Opportunities exist on the Account.
  • But there's an exception: a customer churns and comes back.
    • The standard approach is to disable the Validation Rule, move the Opportunity to Won, and then re-enable the Validation Rule. This comes with risk though! Another AE could unknowingly break your Validation Rule while it is turned off.
  • What's the solution for situations like this? Exempt System Administrators from Validation Rules like this where you want a bit of wiggle room.