How to add and configure Record Validation Live to your page layout in Salesforce Lightning

Last published at: 2024-04-15 13:39:09 UTC
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This tutorial is for Salesforce Lightning. If you are using Salesforce Classic, read this article.

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Record Validation Live is a feature that can be integrated to any record page layout in your Salesforce organization. Record Validation Live does a real-time search for unvalidated Address, Email, and Telephone number when opening up a record.

Step 1 Adding Record Validation Live to a Object Layout

Add the Record Validation Live component from "Salesforce Lightning App Builder'. 

  1. Navigate to the Object you want to add Record Validation Live for.
  2. Click on a record and open it.
  3. On the top right of the page, click the Salesforce Setup icon and choose 'Edit Page':
  4. At the left, under 'Custom', find the RV Live  custom component and place it by just clicking on it or dragging it to the Salesforce Builder.
  5. You can place it on the central default position by clicking on it or, drag it to the right side of the layout to view it in a more compact way.

    Watch this short video of how to add RV Live in the central position to your page layout in Salesforce Lightning.

    When the component is placed on the right side of the layout the "Show less columns" checkbox must be checked.
    Watch this short video of how to add RV Live to the right side of your page layout in Salesforce Lightning.
    Record Validation Live positions on the page layout

  6. After deploying and positioning the RV Live component on the page layout, click the 'Save' button to activate it and make it visible.

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Update to the new RV Live

In RV release Spring '24 (3.107), RV 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 page component with the new RV Live component:

  1. At the page layout as shown above, remove the old Record Validation  component
  2. Select the new RV Live  component from "Custom" at left, and drag onto the page layout.

Step 2 Configure Record Validation Live

Apply and configure a scenario for Record Validation Live:

For Address Validations navigate to this article.

For Phone Number Validations navigate to this article.

For Email Validations navigate to this article.