Step 2. Configure your Salesforce organization

To use Record Validation, you need to enable API access on your Salesforce account.

- Enable API access on a Salesforce account (in Salesforce Lightning)
- Enable API access on a Salesforce account (in Salesforce Classic)
To use Record Validation, you need to override your 'Edit' and 'New' button and use our Record Validation Entry page.

Deploy Record Validation Entry (in Salesforce Lightning)
Deploy Record Validation Entry (in Salesforce Classic)

Learn more about Record Validation Entry on this page.
Record Validation Live lets you validate fields upon opening up a record.

- Add Record Validation Live (in Salesforce Lightning)
- Add Record Validation Live (in Salesforce Classic)
- Add Record Validation Live (in your standard custom object)

Learn more about Record Validation Live on this page.

That's it! You are now ready to use Record Validation. Visit our pricing page to acquire credits and start validating your records.
 

Having trouble?

Can't find what you're looking for? We are always happy to help.