• Garen Lemos
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I am going through the trailhead in the following area:
  • Admin Intermediate
  • Formulas and Validations
  • Creating Validation Rules
I have completed the reading and created the validation rule.  

Formulas can be created in many different ways.  However based on the work instructions, I created the formula as this:

Challenge Exercise Question:

To complete this challenge, add a validation rule which will block the insertion of a contact if the contact is related to an account and has a mailing postal code (which has the API Name MailingPostalCode) different from the account's shipping postal code (which has the API Name ShippingPostalCode).
  • Name the validation rule 'Contact must be in Account ZIP Code'.
  • A contact with a MailingPostalCode that has an account and does not match the associated Account ShippingPostalCode should return with a validation error and not be inserted.
  • The validation rule should ONLY apply to contact records with an associated account. Contact records with no associated parent account can be added with any MailingPostalCode value. (Hint: you can use the ISBLANK function for this check)
My Answer

ISBLANK(MailingPostalCode) = FALSE, 
ISBLANK(Account.Name) = FALSE, 
Account.ShippingPostalCode <> MailingPostalCode 

User-added image
I tested it using the following cases:
  • Created a contact, linked it to an account (with a postal code), duplicated the postal code value in the required field in the contact object
    • The result:  The contact record was not allowed to be added and the message error appeared
  • Created a contact, did not link it to an account, created the contact and added a postal value in the required field
    • The result: The contact record was allowed to be created
Based on the testng, the formula works as indicated.  Can someone validate this or can I be pointed out what I did incorrectly.


- Mike