Installation Guide
Install Record Validation in Salesforce, configure your organization, manage user access, activate RV Live, update components, and safely uninstall the package.
Update to the new RV Live
Learn how to replace the deprecated Record Validation component with the new RV Live component in Salesforce Lightning and activate it for each applicable object.
User acces via RV Permission Set
Learn how to assign the RV Permission Set for Record Validation access, hide sensitive pages such as RV Setup, and understand alternatives that require manual updates.
User access options
Learn how to grant Record Validation access using permission sets, profiles, or custom permissions, including differences in access scope and maintenance after updates.
How to uninstall Record Validation
Learn how to restore Salesforce’s default New and Edit buttons and safely uninstall the Record Validation package.
Step 2. Configure your Salesforce organization
Configure Salesforce for Record Validation by enabling API access, granting user permissions, deploying the entry page, and optionally adding Record Validation Live.
Step 1. How to install Record Validation
Install Record Validation from Salesforce AppExchange, choose your environment and user access level, and prepare the package for configuration in your organization.