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Difficulty: EasyValidation Rules and Data Quality Enforcement

An administrator needs to ensure that whenever an Opportunity stage is set to 'Closed Won', the custom field 'Payment_Method__c' must not be left blank. Which validation rule formula correctly enforces this requirement?

  1. AND(ISPICKVAL(StageName, "Closed Won"), ISBLANK(Payment_Method__c))Answer
  2. B
    AND(ISPICKVAL(StageName, "Closed Won"), Payment_Method__c = "")
  3. C
    OR(ISPICKVAL(StageName, "Closed Won"), ISBLANK(Payment_Method__c))
  4. D
    AND(NOT(ISPICKVAL(StageName, "Closed Won")), ISBLANK(Payment_Method__c))

Answer

The validation rule formula using AND(ISPICKVAL(StageName, "Closed Won"), ISBLANK(Payment_Method__c)) correctly enforces the data quality requirement.
Validation rules prevent saving a record when the formula returns TRUE. Combining ISPICKVAL(StageName, 'Closed Won') with ISBLANK(Payment_Method__c) inside an AND() function ensures that if the Opportunity is marked as 'Closed Won' and the payment method is missing, the validation rule triggers and displays the error message.

Step-by-Step Solution

1
Identify the required logic conditions for triggering the validation error
The validation rule must evaluate to TRUE when StageName is 'Closed Won' AND Payment_Method__c is blank.
Salesforce validation rules display an error message when the formula expression returns true.
2
Select the proper functions for picklist evaluation and null checking
Use ISPICKVAL() to evaluate picklist fields like StageName and ISBLANK() to evaluate whether Payment_Method__c contains a value.
Direct text comparison operators are restricted on picklists, and ISBLANK() is the standard function for checking null/blank values.
3
Combine conditions using the logical AND operator
AND(ISPICKVAL(StageName, "Closed Won"), ISBLANK(Payment_Method__c))
Both conditions must simultaneously be met to trigger the validation error.

Key Concept

Validation Rule Logic and Null Checking with ISBLANK
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Topics

Validation Rules and Data Quality Enforcement

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