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I am trying to clean-up data in Salesforce, there are numberous contacts without email, phone, title & address.  Attempted on multiple locations for Salesteam to clean data...it did not work.  Have Dupeblocker set-up and other validation rules to clean-up.

 

Does anyone know (or is it possible) if a contact is associated with an activity, event, opportunity an error message will appear telling users to update contact?
1 respuesta
  1. 7 mar 2014, 19:22
    Actiivities will be tough (nearly impossible) to do with a Validation Rule because the standard Related To: (WhoID) field can't get any deeped into the Contact/Lead object than the ID, so it can't get to the Email field to evaluate if it is blank.  

     

    For other objects and especially custom Lookup(Contact) fields you could build a VR that evaluates the Contact.Email and other fields.
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