Service Validation Rules

Prepackaged service validation rules are “set in stone” and must always be enabled so the system can work correctly to process renewals, generate accurate reports, etc.

The rules also prevent users from making invalid changes or importing bad data.

Service validation rules perform basic sanity checks such as:

  1. Service end date must not precede service start date.
  2. Current term end date must not precede the current term start date.
  3. ‘In Service’ service must have a service start date.
  4. ‘In Service’ service must have a renewal type.
  5. ‘In Service’ services must have current term start and end dates.
  6. ‘Canceled’ and ‘Expired’ services must have a service end date.
  7. And others.

All rules are available in Setup → Object Manager → Service (Service__c) → Validation Rules.

Data migration considerations

Since service validation rules must not be disabled, migrated service data has to be cleaned up before importing.

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