Salesforce Features
Relational Business Rules
Formula-Based Rules that Span the Relational Data Model
All Editions
- Create powerful cross-object validation rules
- Incorporate relational criteria into workflow and approval rules
- Route cases for assignment based on account and contact fields
Relational business rules increase the power of formula-based logic available to Salesforce administrators. With this new feature in Winter ’08, you can define custom business logic that harnesses the power of the relational data model by referencing fields across parent-child relationships.
Training and Documentation
Feature Details
- Validation Rules: You can define validations that take into account the value of fields on parent or lookup objects. For example, you can validate an opportunity based on fields on the parent account.
- Workflow and Approval Rules: You can set up rules to execute workflow and approval processes intelligently based on the value of fields on parent or related objects. For example, you can trigger lead workflow that references a field on a campaign or approve contact editing based on account fields.
- Approval Rules: Approval requests for records can be automatically routed with consideration for the value of fields on parent or lookup objects. For example, set up contact editing approval based on field values on an account.
- Assignment Rules: You can route cases and leads for assignment based on the values of account and contact fields.
Note: Relational business rules are not available with custom formula fields. This feature is enabled by default.
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