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Update to the new RV LiveUser acces via RV Permission SetUser access optionsHow to uninstall Record ValidationStep 2. Configure your Salesforce organizationStep 1. How to install Record Validation
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Installation Guide

How to install Record Validation

Update to the new RV Live

In RV release Spring '24 (3.107), Record Validation Live was redesigned to be more user-friendly, for a better user experience. To use the new RV Live, simply switch out the old Record Validation...

User acces via RV Permission Set

The easiest way to give your users access to Record Validation is with the RV Permission Set. The advantage of using the Permission Set is that it is updated automatically whenever new classes,...

User access options

There are several options for granting access to Record Validation to your users, each with their own advantages. The main distinction to make is between the Record Validation Permission Set, and...

How to uninstall Record Validation

We're sorry you are thinking about uninstalling Record Validation. If you have any feedback for our team, we would greatly appreciate it if you could let us know at support@plauti.com. Salesforce...

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...

Step 1. How to install Record Validation

Thank you for your interest in Record Validation! With Record Validation, you gain the ability to validate and format addresses, emails and phone numbers upon editing or inserting a record. Let's...

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