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Require Account Fields to be Entered When an Account Picklist Field is Populated
Require Account Fields to be Entered When an Account Picklist Field is Populated

Validation rules for the Account Object.

Engineering Swantide avatar
Written by Engineering Swantide
Updated over a year ago

With this Swantide Workflow, if you have a Pick-List Field on the Account, you can make other fields required on the Account Record when a rep enters a value for that Pick-List Field.

For Example, for my Prospect Accounts, when a Rep selects a value for the Pick-List field "Industry", I would like the rep to enter a value for the fields, "State" and "Number of Employees".

When an Item is selected under "Industry" and I go to save the record, the system will prevent me from saving the record until I populate both "State" and "Number of Employees".

What this will look like in Salesforce if Industry is populated and Employees and State is not.

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