Workflow/Validation Rules
What are validation rules?
Salesforce allows defining several rules on objects and fields, such as validation rules, workflow rules, process builder flows, assignment rules, escalation rules, auto-response rules, and triggers.
Validation rules ensure that the data entered into a record meets the defined standards before the record can be saved. These rules help enforce business rules at the data-entry level.
A validation rule consists of:
Formula — A logical expression to evaluate the business condition. If it returns
TRUE
, an error is triggered.Error Message — Displayed to users when the validation rule fails.
Location — Defines where the error message appears (either at the top of the page or below the relevant field).
How Salesforce processes validation rules
Salesforce processes rules in the following order:
Validation Rules
Assignment Rules
Auto-response Rules
Workflow Rules
Escalation Rules
What are workflow rules?
Workflow rules are business logic containers that automate actions based on specific criteria. When criteria are met, predefined actions execute. If not, the record is saved with no additional action.
Example: If it’s raining, then wear a raincoat.
Structure of a Workflow Rule:

Workflow Components
Criteria — Conditions to test a record (like the
if
condition).Actions — Events triggered when the criteria are met (like the
then
condition).
Disabling Salesforce triggers, workflows, and validations when working with Vault
To ensure smooth backup or recovery with Vault, it may be necessary to disable certain automated Salesforce features.
Workflow Rules
Workflow rules can be disabled during EZ-Restore operations in Vault.
Triggers and Process Builder Flows
These must be disabled directly in Salesforce.
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