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Basha sk 16Basha sk 16 

At what time use workflow rule and validation rule?

Hi All,
 could anyone please help on this...
At what time use workflow rule and At what time use validation rule,explain with a example?

Thanks in Advance...
Basha
karthikeyan perumalkarthikeyan perumal
Hello Basha, 

Validation Rule: 
if you want to do any validation for the fields, before saving the record (Check the Order of Excution)  the gohed and use validation rule.

WorkFlow Rule: 
based on Rule Criteria you want do any Field update, Email Notification, task, Outbound Message and time based trigger, so that time gohead use workflow rule. 

kinldy keep  order of excution in mind before choosing above 2.

1 Load Original Record from DB
2 Load new record field value from request to overwrite old value
3 Execute all before trigger 
4 system validtion & custom validation.
5 save record in to DB but not committed 
6 Execute all after trigger 
7 Excute assignment rule 
8 excute auto response rule 
9 excute workflow or process builder 
10 if Field update from work flow (before and after trigger one more time)
11 excute process
12 excute escalation rule 
13 DML commited
14 post Commit action  (send email)

Hope this will help you. Make best Ans if  you clear with my ans 

Thanks
Karthik


 
UC InnovationUC Innovation
Basically you would want to use a Validation rule to regulate the quality of data inserted. For example if you have an account in which the name field must start with a capitalized letter, you would write a validation rule to check this and display an error and prevent the record from being saved if Account.Name starts with anything but a capitalized letter. If the input is satisfactory the record will be saved. Workflow rules help automate regular (or non regular) actions. For example if after inserting an account record you would like to send an email to the email on that account you would write a workflow rule to do this for you.

More on Workflow Rules can be found here (https://developer.salesforce.com/page/Workflow_Rules).
More on Validation Rules can be found here (https://help.salesforce.com/HTViewHelpDoc?id=fields_about_field_validation.htm).

Hope this helps

Am 

Please see https://developer.salesforce.com/forums/ForumsMain?id=906F0000000g1zYIAQ