Examples

Check whether an Account is ready for research

Setup reference: Formula Check configuration

Create a Formula Check that passes when an Account has either a Phone or a Website. When both are blank, the card asks the user to add a reliable starting point before outreach.

Why this pattern fits

Phone and Website are fields on the Account that is already open. Verify with a formula can review both fields without SOQL or Apex. This is guidance rather than a Validation Rule because a missing research starting point should not block an unrelated Account update.

Before you configure it

Confirm Phone and Website under Setup → Object Manager → Account → Fields & Relationships.
Decide whether either field is enough. This example uses either; use AND instead of OR if your requirement needs both.
Confirm that the people using the card can read Account, Phone, and Website.
Save new configuration inactive and validate it before activation.

Step 1: Create or choose the Check Set

You can add this Check to an existing Account Check Set. To create a new one, open Setup → Custom Metadata Types → Record Health Check Set → Manage Records, select New, and enter:

Salesforce field	Value
Label	Account Data Quality
Record Health Check Set Name	`Account_Data_Quality`
Object	`Account`
Card Title	Account Data Quality
Card Subtitle	Confirm Phone or Website is available before seller research.
When Checks Run	When the user clicks Run
Summary Display	Show below checks
Found/Expected Display	Show on demand
Active	Unchecked until validation succeeds

Step 2: Create the Check

Open Setup → Custom Metadata Types → Record Health Check → Manage Records, select New, and enter:

Salesforce field	Value
Label	Account Is Ready for Seller Research
Record Health Check Name	`Account_Ready_For_Seller_Research`
Check Set	Account Data Quality, or your existing Account Check Set
Check Title	Ready for seller research
Evaluation Type	Verify with a formula
Pass Condition	`OR(NOT(ISBLANK(Phone)), NOT(ISBLANK(Website)))`
Failure Severity	Warning
Message When Failed	`{!record.Name fallback="This Account"}` needs a Phone or Website before seller research.
Fix Message	Add a verified business phone number or website, then run the Check again.
Action Label	Edit account
Action URL	`/lightning/r/Account/{!record.Id}/edit`
Evaluation Order	`10`
Active	Unchecked until validation succeeds

The formula checks only whether a value is present. A placeholder website still passes, so use a different pattern when validity matters more than presence.

Step 3: Validate and activate

Run the configuration-validation Flow.
Correct every error and review every warning.
Set the Check and Check Set to Active only after validation succeeds.
Add Record Health Check to the Account Lightning record page and select the Check Set.
Assign Record Health Check Card User to the people testing the card.

Step 4: Test the result

Use sandbox Accounts that are safe to edit.

Phone	Website	Expected result
Blank	Blank	Warning with the research-readiness guidance
Populated	Blank	Pass
Blank	Populated	Pass
Populated	Populated	Pass

Run the same tests with the field access used by the people who will use the card. If Phone or Website is not readable, the Check must not guess a result.

What the user sees

The card evaluates the formula and compares its result with the configured expected value.

Result detail	Meaning
`PASS`	The formula result satisfies the configured comparison.
`FAIL`	The formula result does not satisfy the comparison, and the card shows the configured guidance.
`SKIPPED`	The Check does not apply or a configured prerequisite did not pass.
Found	The evaluated formula result for the current record.
Expected	The configured fixed value or evaluated expected formula.

If it does not work

What you see	Check this first
The Check Set is missing in Lightning App Builder	Confirm Object is `Account` and the Check Set is active
The card has no Check row	Confirm the Check is active and belongs to the selected Check Set
Unable to Check	Confirm Read access to Account, Phone, and Website
A placeholder website passes	Presence is all this formula tests; use Query or reviewed Apex for stronger validation
Edit account does not open the same record	Copy the Action URL exactly and keep `{!record.Id}` in the path