How to deploy the Record Validation Entry page (in Salesforce Lightning)

Last published at: 2022-02-04 10:50:06 UTC

To make use of Record Validation upon inserting or editing a record, you need to replace your current entry page with the Record Validation Entry Lightning Component. This how-to will show you how in a few simple steps.

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Using Salesforce Classic? Read our guide for deploying Record Validation Entry in Salesforce Classic.

Step 1 Deploy Record Validation Entry for Leads

Override the 'New' button

  1. Navigate to the Salesforce Setup.
  2. Navigate to Platform Tools - Objects and Fields - Object Manager.
  3. Find the Lead Object in the list view and access it. 
  4. Navigate to Buttons, Links and Actions.
  5. In the list of buttons, find the entry for the 'New' button and click 'Edit'. 
  6. At 'Lightning Experience Override', select the Lightning Component called 'RecordVal:recordForm'. 
  7. Click Save.

Override the 'Edit' button

  1. Go back to the list.
  2. In the list, find the entry for the 'Edit' button and click 'Edit'.
  3. At 'Lightning Experience Override', select the Lightning Component called 'RecordVal:recordForm'.
  4. Click Save. 

Step 2 Deploy Record Validation Entry for Contacts

Override the 'New' button

  1. Navigate to the Salesforce Setup.
  2. Navigate to Platform Tools - Objects and Fields - Object Manager.
  3. Find the Contact Object in the list view and access it. 
  4. Navigate to Buttons, Links and Actions. 
  5. In the list of buttons, find the entry for the 'New' button and click 'Edit'. 
  6. At 'Lightning Experience Override', select the Lightning Component called 'RecordVal:recordForm'.
  7. Click Save.

Override the 'Edit' button

  1. Go back to the list.
  2. In the list, find the entry for the 'Edit' button and click 'Edit'.
  3. At 'Lightning Experience Override', select the Lightning Component called 'RecordVal:recordForm'.
  4. Click Save.

Step 3 Deploy Record Validation Entry for Accounts

Override the 'New' button

  1. Navigate to the Salesforce Setup.
  2. Navigate to Platform Tools - Objects and Fields - Object Manager.
  3. Find the Account Object in the list view and access it. 
  4. Navigate to Buttons, Links and Actions.
  5. In the list of buttons, find the entry for the 'New' button and click 'Edit'. 
  6.  At 'Lightning Experience Override', select the Lightning Component called 'RecordVal:recordForm'.
  7. Click Save.

Override the 'Edit' button

  1. Go back to the list.
  2. In the list, find the entry for the 'Edit' button and click 'Edit'.
  3. At 'Lightning Experience Override', select the Lightning Component called 'RecordVal:recordForm'.
  4. Click Save. 

You have now deployed the Record Validation entry page. You are now ready to validate your data upon entering a new Lead, Contact or Account.

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Do you want to use Record Validation for a Standard or Custom Object? Read our guide on how to apply Record Validation to your (custom) Object.