salesforce-validation-rule-writer-skill

salesforce-validation-rule-writer-skill

Pure-generation T0 skill that translates plain-English business rules into production-ready Salesforce validation rule formula syntax. Outputs the formula, a clear error message, profile bypass guidance, null handling, and a formula compilation checklist. Nothing is deployed — this skill generates text only.

When This Skill Owns the Task

Use salesforce-validation-rule-writer-skill when the request is to write or design a validation rule formula:

• "Write a validation rule that requires Billing Country when the account type is Partner"
• "Block reps from saving an Opportunity with Stage = Closed Won if Amount is blank"
• "Create a formula to enforce that Close Date cannot be in the past on new records"
• "Require phone number when Lead Source is Outbound"
• "Prevent picklist selection of Status = Inactive if there are open Cases"

Delegate elsewhere when:

Required Context to Gather First

Before generating a formula, confirm:

1. Target object — standard (Account, Contact, Opportunity, Lead, Case) or custom (My_Object__c).
2. Field API names — the exact API names of every field referenced in the rule. Ask if only labels are provided.
3. Trigger condition — precisely when should the save be blocked? Describe the AND/OR logic in English.
4. Record types in scope — does the rule apply to all record types or only specific ones? (Affects RecordType.DeveloperName branching.)
5. New vs. edit context — should the rule fire on new records only, edits only, or both? (ISNEW, ISCHANGED implications.)
6. Profile bypass requirement — which profiles (if any) should be exempt? (System Admin bypass is almost always required.)
7. Error message placement — field-level error or page-level error?
8. Picklist field types — if picklist fields are used, confirm the exact API values (not labels) of the controlling values.

If any critical context is missing, ask before generating.

Recommended Workflow

Step 1 — Confirm and rephrase the business rule

Restate the rule in your own words to confirm understanding:

"This rule fires when: [condition]. It blocks save with: [error text]. It is bypassed for: [profile/record type]. It applies on: [new/edit/both]."

Ask for confirmation before proceeding.

Step 2 — Decompose into atomic conditions

Break the rule into atomic boolean conditions. Map each condition to the appropriate Salesforce formula function:

Step 3 — Compose the formula with AND/OR/NOT

Wrap atomic conditions using:

• AND(cond1, cond2) — both must be true
• OR(cond1, cond2) — either must be true
• NOT(cond) — negation

Prefer explicit AND/OR over &&/|| operators for readability and tooling compatibility. Nest carefully — Salesforce formulas have a 5,000-character compiled size limit.

Step 4 — Add profile bypass

Unless the customer explicitly opts out, wrap the core logic with a System Administrator bypass:

AND(
  $Profile.Name <> "System Administrator",
  <your_core_formula>
)

For additional profiles, use:

AND(
  NOT(OR(
    $Profile.Name = "System Administrator",
    $Profile.Name = "Sales Ops"
  )),
  <your_core_formula>
)

Step 5 — Apply null handling

Validate that every text, date, and number field access guards against null where needed:

• Text fields: use ISBLANK not = ""
• Number/currency fields: use ISNULL or BLANKVALUE(Field__c, 0) before arithmetic
• Date fields: use ISNULL or compare after null guard
• Picklist fields: use TEXT(Field__c) = "Value" not Field__c = "Value"
• Multi-select picklists: use INCLUDES(Field__c, "Value")

Step 6 — Write the error message

Apply these principles (see references/error-message-style.md):

• 15 words or fewer for the primary instruction
• Start with what the user must do, not what they did wrong
• Name the specific field or value required
• Include the condition context when space allows
• No jargon: avoid "null", "API name", "formula"

Good: "Close Date cannot be in the past. Set a future date to save." Bad: "Validation error: CloseDate field value failed validation formula."

Step 7 — Compile safety check

Before emitting, verify mentally:

• Formula evaluates to TRUE when the rule should block (not the inverse)
• No division by zero if arithmetic is used (use IF(divisor = 0, ...))
• PRIORVALUE only used on edits (wrap with NOT(ISNEW))
• ISCHANGED only used on edits (same)
• All referenced fields exist on the stated object
• No cross-object formula deeper than 10 relationship hops
• No circular reference risk (field does not reference itself)
• Picklist values use TEXT wrapper

Step 8 — Emit structured output

Produce the full output block per the Output Format section below.

Quality Scoring Rubric (100-point)

Score every output before emitting. Threshold: 85+ ship, 70–84 ship with caveat, below 70 reject and revise.

Scoring penalties:

• Formula evaluates to FALSE when it should block (inverted logic): -30
• Missing null guard on a field that can be blank in the target object: -10 per field (max -20)
• Missing System Admin bypass when not explicitly opted out: -10
• Error message exceeds 30 words: -10
• PRIORVALUE used without ISNEW guard: -15

T0 Contract

This skill is static-review (T0) only:

• No Salesforce org connection required or permitted.
• No CLI commands are executed.
• No metadata is fetched from a live org.
• Output is a text formula and supporting notes only.
• The user must copy the formula into Setup → Object Manager → Validation Rules or deploy it via salesforce-deployment-validator-skill.

Refusal Triggers

Stop and decline if:

• The request is to review or audit an existing formula (route to salesforce-platform-admin-review-agent).
• The request is to deploy the formula to a live org (route to salesforce-deployment-validator-skill).
• The formula requested would bypass all validation for all profiles permanently (security risk — flag and decline).
• The target object cannot be determined after two clarification attempts.

Output Format

verdict: "ship | ship-with-caveat | reject"
quality_score: <0-100>
quality_notes: "<what drove the score>"

validation_rule:
  object_api_name: "<SObjectApiName>"
  rule_name_suggestion: "<DescriptiveRuleName_NoSpaces>"
  active: true
  description: "<one-sentence plain English description>"
  error_condition_formula: |
    <multiline formula text>
  error_message: "<≤15 word actionable message>"
  error_display_field: "<FieldApiName | blank for page-level>"

profile_bypass:
  included: <true|false>
  profiles_bypassed: ["System Administrator"]
  notes: "<any bypass caveats>"

null_handling_notes: "<summary of null guards applied>"

compilation_checklist:
  formula_is_true_when_blocking: <true|false>
  priorvalue_gated_by_isnew: <true|false|not_applicable>
  ischanged_gated_by_isnew: <true|false|not_applicable>
  no_division_by_zero: <true|false>
  all_picklists_use_text_wrapper: <true|false|not_applicable>
  compiled_size_estimate: "<characters>"

deployment_notes: "<instructions for deploying in Setup UI or via Change Set>"

handoff_suggestions:
  - "<any recommended follow-up actions>"

assumptions:
  - "<explicit list of assumptions made>"

Redaction Rules

This is a T0 generation skill with no live org connection. Apply:

1. Never emit actual production org IDs, user IDs, or credentials even if the user includes them in their prompt.
2. Sanitize any pasted metadata that includes Org IDs (18-char starting 00D) or User IDs (18-char starting 005) before incorporating into output.
3. Do not include field values that appear to be real customer data (e.g., email addresses, account names, SSNs) in example output.

Handoff Rules

Stop Conditions

• Requested formula would unconditionally block all saves on a standard critical object (Account, Contact, Opportunity) without any bypass — stop and require explicit confirmation plus bypass design.
• Formula references fields that do not exist on the stated object — stop, list the missing fields, ask for correct API names.
• Rule logic contradicts itself (e.g., require field X when X is already required by a page layout rule that cannot be changed) — stop and surface the conflict.

Security Notes

• T0 static generation only: No org connection, no CLI, no MCP calls.
• No credential handling: Skill never requests or emits OAuth tokens, session IDs, or Connected App credentials.
• Profile bypass required by default: Unconditional validation rules without System Admin bypass are a common data-migration blocker and governance risk — always include unless explicitly opted out with documented reason.
• Formula compilation safety: Inverted formula logic (evaluates FALSE when it should block) is the most common validation rule bug. The compilation checklist catches this before emission.

Reference File Index