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How-To's | Record Validation

Step-by-step articles on how to configure Record Validation

14 Articles in this category

  • Duplicate Check
    How-To's Usage Guide Videos Installation Guide Setup guide Development guide Flow Actions DC Local Plauti Cloud Release Notes Troubleshooting
  • Record Validation
    How-To's Usage Guide Installation Guide Setup Guide Development Guide Email Validation Flow Actions Release Notes Troubleshooting
  • Data Action Platform
    Installing DAP Configuring DAP Using Actions Troubleshooting Release Notes

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  • Home
  • Record Validation
  • How-To's

How-To's

  • How to grant login access to Record Validation Support
  • How to find your Salesforce Organization ID
  • How to deploy the Record Validation Entry page (in Salesforce Lightning)
  • How to deploy the Record Validation Entry page (in Salesforce Classic)
  • How to integrate Duplicate Check with Record Validation
  • How to apply Record Validation to your (custom) Object
  • How to validate your records in batch (Record Validation Job)
  • How to add and configure Record Validation Live to your page layout in Salesforce Lightning
  • How to add and configure Record Validation Live to your page layout in Salesforce Classic
  • How to add Record Validation Live to Standard Object page layout in Salesforce Classic
  • How to start an Auto Process job
  • How to store Status Code or Phone Type in a custom field
  • How to enable API access on a Salesforce account (in Salesforce Lightning)
  • How to enable API access on a Salesforce account (in Salesforce Classic)

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