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Difficulty: MediumValidation Rules and Data Quality Enforcement

A Salesforce administrator at a consulting firm needs to enforce data quality on the Lead object. The business requirement states that whenever a lead's Lead Source picklist is set to "Web", the Email field must be populated before the record can be saved or converted. Which configuration or formula should the administrator implement to meet this requirement?

  1. Create a validation rule on the Lead object with the formula: AND( ISPICKVAL(LeadSource, "Web"), ISBLANK(Email) )Answer
  2. B
    Create a validation rule on the Lead object using the formula: AND( LeadSource = "Web", Email == NULL )
  3. C
    Map the Lead Source field to the Contact Email field in the Lead Conversion Field Mapping settings.
  4. D
    Remove the "Web" picklist value from the Lead record type picklist assignment settings.

Answer

Create a validation rule on the Lead object with the formula: AND( ISPICKVAL(LeadSource, "Web"), ISBLANK(Email) )
The correct choice utilizes the validation rule formula AND( ISPICKVAL(LeadSource, "Web"), ISBLANK(Email) ). In Salesforce validation rules, formulas return true when data is invalid. Using ISPICKVAL evaluates picklist values correctly, and ISBLANK verifies whether the email field has been left unpopulated.

Step-by-Step Solution

1
Identify the criteria required for validation
Validation must trigger when LeadSource is set to "Web" AND Email is blank.
Validation rules evaluate to TRUE when data is invalid to display an error message.
2
Select appropriate Salesforce formula functions for picklist and null evaluation
Use ISPICKVAL(LeadSource, "Web") for the picklist field and ISBLANK(Email) for the text field.
Picklist fields in validation rules require ISPICKVAL() or TEXT() functions, and ISBLANK() accurately detects missing values across text and email field types.
3
Combine conditions using the AND function
Formulate AND( ISPICKVAL(LeadSource, "Web"), ISBLANK(Email) ).
The rule must fire only when both conditions occur simultaneously.

Key Concept

Validation Rules and Data Quality Enforcement
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Topics

Validation Rules and Data Quality Enforcement

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