Hi to all!

This is our very first Partner Speak on CRM. Here is a hot tip that you can set up in your CRM in minutes.

One problem Sales teams / CRM admins face is special characters randomly added by users to a name field in CRM. Special characters on fields can cause issues when it comes to automations, merge fields and integrations.

To counteract this issue a field Validation Rule can be created to include all the special characters that are not allowed on a field followed by a customised error message that will display on the field if these special characters are added. 

See the attached screen prints on how to set this up. We have used the 'Account Name' field as the example. I have numbered the steps from 1-10.