Alternative Validation Implementation Method
The previous method used to implement Data8 validation into your Salesforce instance before the lightning update. This method will be useful to those who do not wish to override the default record form of an object.
Overriding the default record form of an object is required to use TPS/CTPS checking.
To implement validation without overriding the record form of an object:
- Go to 'Setup' > 'Objects and Fields' > 'Object Manager'.
- Select the desired object to apply validation to.
- Go to 'Page Layouts' and edit the page layout of the object.
- Drag the appropriate Visualforce pages onto the page layout (e.g Data8 Account Phone Validation).
- Save the layout.
The appropriate validation checks will now be performed when viewing the record. Make sure you configure your validation settings on the Data8 Settings page for the validation to work.