Step 2. Configure your Salesforce organization

Last published at: 2024-06-20 09:35:43 UTC

To use Record Validation, you need to enable API access on your Salesforce account.

Grant your users access via the RV Permission Set, or with profile settings or custom permissions.

Learn more about user access options on this page‍.

To use Record Validation, you need to override your 'Edit' and 'New' button and use our Record Validation Entry page.

Learn more about Record Validation Entry on this page.

Record Validation Live lets you validate fields upon opening up a record.

Learn more about Record Validation Live on this page.

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That's it! You are now ready to use Record Validation. Visit our pricing page to acquire credits and start validating your records.