Multiple customers have requested the ability to use required fields or use SFDC validation rules in the CTA workflow. They fear that users will forget to update specific fields with key data before closing CTAs.
Some ideas I've been pursing...
Validation Rules/SFDC Required fields
Currently the error messages in validation rules do not work on our visual force pages, so with the way the screen refreshes its very confusing for a user if you try this.
Process Builder
This seems to work, unfortunately it doesn't give much information to the user and is after the record has been changed. Useable but risky experience if the user can't see what fields are required.
Rules
Again after the fact. Unfortunately in our rules engine we can't update CTAs, so you would be creating a new CTA every time the data was wrong.
Reporting/Manual
I think this is the best currently. A validation report on a manager level dashboard so that the data quality can be managed and followed up on.
It would be cool to see this as an option in our CTA config for records on the Call to Action Table. Would be even better if we could leverage "required fields" workflow on objects linked to the CTA.
New Idea
Required Fields (or Validation rules) in CTAs
+4How well would being able to specify that custom fields in your CTA layout are required so that we manage it via our front end?
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