Step 1 Install Record Validation from the AppExchange
- Visit the AppExchange and click 'Get it now'.
- Decide if you want to install in Sandbox or Production.
- Read and confirm the Terms and Conditions and click 'Confirm and Install'.
- Decide if you want to install for Administrators only, All Users or Specific Profiles.
Administrators only - Only administrators are able to access the Record Validation Setup and Record Validation entry page.
All Users - All users are able to access the Record Validation Setup and Record Validation Entry page.
Specific Profile - Give a specific profile access.
Note that you can always change access level at a later point.
- Click 'Install'.