🎯 TONIGHT CLASS: SURPRISE CHALLENGE: CLEAN DATA, CLEAN DEALS (VALIDATION RULES PROJECT): SPEND THE TIME TO DO THIS PROJECT
Tonight’s class = BUILD TIME. No slides. No lectures. Just real admin work. 🏢 THE STORY: You’ve just joined NexaTech, a fast-growing cybersecurity company in London. The sales team is messing up the CRM — leaving fields blank, entering fake data, and rushing deals. Your manager just gave you ONE task: Put rules in place that force the reps to follow our business process. No more messy records.” -💼 YOUR JOB TONIGHT: Create 5 validation rules that solve these real problems inside the org. You’ll work across the Opportunity, Account, and Contact objects. Use your developer org. No help. Just you, your logic, and Trailhead. 🧩 YOUR 5 TASKS: 🔹 1. Stop reps from closing deals without an amount If the Opportunity is marked as Closed Won, there must be an Amount entered. --- 🔹 2. Block Business Accounts without a website If the Account type is Business, the Website field must be filled before saving. --- 🔹 3. Enforce UK phone number format On the Contact object, phone numbers must start with the UK code (e.g. +44). --- 🔹 4. Block Opportunities with no Close Date Sales reps should NOT be able to create or save an Opportunity without setting a Close Date --- 🔹 5. Make sure email addresses look like emails * On the Contact object, email fields must contain an `@` — no more fake entries. --- 🧠 YOUR GOAL: * Create ALL 5 validation rules * Make sure the error messages are clear * Take screenshots to prove your work (Rule + Error Message in action) * Upload in the group before the next class * Be ready to explain your logic live! --- 📚 RESOURCES FOR RESEARCH: * 👉 [Validation Rules – Trailhead Module](https://trailhead.salesforce.com/content/learn/modules/validation_rules/validation_rules_intro) * 👉 [Formula Functions Reference](https://help.salesforce.com/s/articleView?id=sf.customize_functions.htm&type=5)