Bulk Data Validation

Abstract

Maintaining high-quality data is essential for any Salesforce implementation. Invalid, duplicate, or incomplete records can lead to inaccurate reporting and business process failures. This Proof of Concept (POC) demonstrates a Bulk Data Validation solution using Apex and Lightning Web Components (LWC). The application retrieves multiple Account records, validates them against predefined business rules, and displays the validation results in a Lightning Datatable. The objective of this POC is to improve data quality by identifying errors before records are processed or migrated.

Solution

The solution consists of an LWC frontend and an Apex backend. The Lightning Web Component provides a user-friendly interface with a Validate Records button. When the button is clicked, an Apex controller retrieves Account records and performs multiple validation checks.

The validation results are returned to the LWC and displayed in a Lightning Datatable, allowing users to easily identify valid and invalid records.

Validation Rules

• Check Duplicate Account Name
• Validate Phone Number Length
• Validate Website Format
• Check Mandatory Account Name
• Display Validation Status
• Display Validation Message

Technologies Used

• Salesforce Apex
• Lightning Web Components (LWC)
• SOQL
• Lightning Datatable
• Salesforce Validation Logic

System Architecture

User  -->  LWC  -->  Apex Controller  -->  Validation Logic  -->  Validation UI

Implementation

Apex Controller

The Apex controller performs the following operations:

• Retrieves Account records.
• Validates Account Name.
• Checks duplicate records.
• Validates Phone Number.
• Validates Website.
• Returns validation results.

Account Records
       |
       V
Validation Rules
       |
       V
Generate Validation Result
       |
       V
   Return to LWC

Lightning Web Component

The LWC provides:

• Validate Records Button
• Lightning Datatable
• Validation Status
• Error Messages

When the user clicks Validate Records, the Apex method is invoked, and the results are displayed dynamically.

Sample Data

Expected Output

Step-by-Step Process

Step 1

Create the Apex Controller to retrieve and validate Account records.

Step 2

Create the Lightning Web Component.

Step 3

Add a Lightning Button to trigger validation.

Step 4

Display the validation results in a Lightning Datatable.

Step 5

Review invalid records and correct the data.

Business Value

• Improves Salesforce data quality.
• Prevents invalid record insertion.
• Reduces duplicate data.
• Supports bulk record validation.
• Useful for data migration projects.
• Reduces manual verification effort.

Advantages

• Simple implementation.
• No external API dependency.
• Reusable validation framework.
• Easy to extend.
• Improves user productivity.
• Displays validation results in real time.

Limitations

• Currently supports only the Account object.
• Validation rules are predefined.
• Does not automatically correct invalid data.
• Large datasets may require pagination or Batch Apex.

Future Enhancements

The current implementation validates only Account records. Future versions can make the solution completely dynamic.

Dynamic Object Selection

Allow users to select any Salesforce object from a dropdown.

Example: Select Object — [ Account (Get all objects dynamically) ]

Available Objects (Example):

• Account
• Contact
• Lead
• Opportunity
• Case

Dynamic Record Loading

After selecting an object, automatically retrieve all records for that object.

User Selects Object
         |
         V
   Load All Records
         |
         V
Display in Lightning Datatable

Dynamic Validation

Apply validation rules based on the selected object.

Export Validation Report

Allow users to download validation results as a CSV file.

Dashboard Summary

Display validation statistics.

Scheduled Validation

Automatically validate records using Scheduled Apex and send email reports.

Conclusion

The Bulk Data Validation POC demonstrates how Apex and Lightning Web Components can be used to improve Salesforce data quality. The solution validates multiple Account records and displays meaningful error messages to users.

By extending the solution with dynamic object selection and configurable validation rules, the framework can evolve into a generic Salesforce data quality solution that supports multiple standard and custom objects.