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Marcus Augustine Where to add date of most recently closed fiscal period for validation rules
We need to implement some data validation rules for accounts using the date of the most recently closed fiscal period in another system. We can't calculate when the period will be closed as it's a manual process. I would like to add the date to Salesforce so that it will be available for data validation rules but I'm not sure where this belongs. I've tried searching but haven't turned up anything that looks like what I need.
Can you elloborate more on this and what is the pupose you are looking using validation rule?
Thanks,
Hi Marcus
You can add date field in Saleforce. Just go to :
* Setup > Objects Manager > Select the Object (e.g. Account) > Fields & Relationships > New.
* After this Select the data type of the field, In your case it is Date. Then click on Next
* Fill the necessary details and then Next
* Give Field level security and save the field
After that you can create records of account and give the value of this field.
Last you can create the validation rule according to your need.
Please mark this as best answer if this helps
Thanks
We are trying to prevent users from making a specific change to account records during parts of the fiscal period, but where the fiscal period is based on a manual process in another system. For example April is not closed until mid-May. So if April is closed in the other system on May 12th, we would not allow the change to be made to the record on May 11th, but on May 13th the change is allowed to be made.
If we add a date field to account records as in Arun Kumar's suggestion we need a way to automatically populate that date in new records, and update that date in every record each month when the period is closed in the other system.