Versions Compared

Version Old Version 4 New Version 5
Changes made by

Content Writers

Content Writers

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Source Type

Description

Static

Use this option to provide a fixed static value.

Model

Choose the field from other models whose value you want to include.

Input Variable

Select from the variables created in the layout whose value you want to use.

User

You can also select fields from the current logged-in user in your organization to include in the merge.

Info

Note: The User source refers to the currently logged-in user in your organization. This means that if you include the First Name field from the user, each time a different user logs in, they will see their own First Name displayed.

Add Condition & Group Condition

Condition

Description

Add Condition

  • The Add Condition feature allows users to define multiple criteria that must be met for a validation rule to trigger.

  • This feature is used to create complex logic by combining different conditions that Salesforce evaluates before allowing a record to be saved.

Add Group Condition

  • The Add Group Condition feature allows users to group multiple conditions together, creating complex logic that involves different sets of criteria.

  • This feature is particularly useful when combining conditions that should be evaluated as a unit (logical OR within a group) or when nesting conditions for more advanced logic.