News•Feb 16, 2026
“Transient” Salesforce Validation Rules
Salesforce records such as Leads, Opportunities, and Cases are "transient," evolving through stages as more information becomes available. Traditional validation rules that require fields at creation can force sales reps to guess, compromising data quality. By incorporating the stage name and the ISCHANGED function, a rule can allow initial record creation without certain fields but enforce completion before progression. The example rule blocks advancement from Prospecting unless Lead Source is filled, ensuring accurate data for downstream marketing and reporting.
