Validate a document in a Document Checklist Item against data from the Salesforce
records. You can validate against multiple object records at a time.
Required Editions
Available in: Lightning Experience in Enterprise and Unlimited
editions that have Financial Services Cloud enabled.
The Document Validation Component is a standard solution for validating document checklist
items by using a fixed, direct object structure. It shows all fields included in the field set
based on the current record and its immediate parent or direct child objects during
validation. See Validate Documents in Document Checklist Items.
Watch this video to learn how to validate documents in Document Checklist Items with the
Document Validation Component.
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