[SalesForce] Incorporate Record type name on validation rule formula

I am trying to create a formula that restricts multiple checkboxes from being ticked. User should only be able to tick one checkbox per record. I've managed to create the formula that handles this functionality but I cannot seem to figure out how to add a specific record type for it. Here's what I've Got so far

IF (Lighting_Only__c , 1, 0) + 
IF ( Accessories_Only__c , 1, 0) + 
IF ( Accessories_Small_Furniture__c , 1, 0) +
IF ( All_Product_Categories__c , 1, 0)) > 1

Can anyone help assist me adding the $recordtype name = 'Dealer' on above formula?

Best Answer

Besides summig the result of the field checks, you could add an AND operator to check for the record type:

RecordType.DeveloperName == 'Dealer'

This way, when the record type is "dealer" and one of the fields is ticked, your validation rule should be triggered.

Also, you should consider getting those fields transformed into a picklist field, since only one of them can be ticket at the same time. This kinda looks like the behavior for a picklist field.

Related Solutions

[SalesForce] Record Type Validation Rule

DeveloperName is not the same as Name. It has special restrictions, much like API names (can't start with a number, no spaces or punctuation, etc). Check the Developer Name attribute of your record type. The formula editor won't throw an error, but you'll never match a DeveloperName to a string that contains spaces.

From the documentation:

Required. The unique name of the object in the API. This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores.

[SalesForce] Datetime Difference in Validation Rule/Formula

Since the difference is calculated in days, you must multiply the difference by 24 to get hours (or divide the threshold by 24). If you want to force the difference to be less than 5 hours, throw an error when the difference is greater than 5 hours.

24 * (Call_End_Time__c - Call_Start_Time__c) > 5

Call_End_Time__c - Call_Start_Time__c > 5 / 24

While you could just check if the difference is less than 0.208333 (5/24), your formulas will be more readable if you avoid magic numbers. Note that if you want to compare the difference in minutes, you must divide/multiply by a further 60, and again for seconds.

Best Answer

Related Solutions

[SalesForce] Record Type Validation Rule

[SalesForce] Datetime Difference in Validation Rule/Formula

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