How to Manage Salesforce Validation Rules with XL-Connector

Published: March 17, 2026

The Manage Validation Rules feature in XL-Connector allows users to download, review, create, update, and delete validation rules directly from Excel. This provides a flexible way to maintain data validation logic without leaving the spreadsheet environment.

Accessing Validation Rules

To download existing validation rules:

  1. 1

    Open XL-Connector

  2. 2

    Navigate to:
    Power Tools → Manage Validation Rules → Download Rules

    Download validation rules

This will populate an Excel sheet with all current validation rules.

Validation rules

Important Guidelines

Field Behavior

errorDisplayField

  • You can specify a field name in the errorDisplayField column to control where the validation error is displayed.

  • If left empty, the error will default to “Top Of Page”.

Creating Validation Rules

To create new validation rules:

  • Add new rows at the end of the table.

  • Fill in the required fields.

  • Ensure the formula column is NOT empty (this is mandatory for new rules).

  • Select the rows you added.

  • Click Update or Update Selected in the XL-Connector ribbon.

    Click Update

Updating Validation Rules

To update existing rules:

  • Modify the desired fields in the relevant rows.

  • Select the rows you updated.

  • Click Update or Update Selected in the XL-Connector ribbon.

    Click Update

Deleting Validation Rules

To delete rules:

  • Select the rows corresponding to the rules you want to remove.

  • Click Delete in the XL-Connector ribbon.

    Click Delete

Refreshing Validation Rules

  • Use the Refresh button to reload all validation rules from the source.

    Click Refresh
  • This action will overwrite any unsaved changes in the sheet.

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