What are the default contact fields in Salesforce?
In the following list, you can find the default Salesforce contact fields you can fill in when creating a contact: First and last name. Account name. Job title. Email address. Phone number. Fax. Address.
How to add a new contact in Salesforce?
To add a new contact, you can start from scratch and manually create it in Salesforce. Alternatively, if you already have contacts in an Excel spreadsheet or somewhere else, you can use Salesforce Data import wizard.
How to monitor social media activity of your contacts in Salesforce?
If you need to know the behavior of your contacts in social networks, you can enable Social Accounts and Contacts feature in Salesforce. Turning on this feature, you’ll be able to see new data that your contacts post in Twitter, Facebook, Klout, and Youtube in appropriate Salesforce contact records.
How do I import contacts from Excel to Salesforce?
Alternatively, if you already have contacts in an Excel spreadsheet or somewhere else, you can use Salesforce Data import wizard. Once you have your contacts in Salesforce, you can organize them in contact lists so that they bring more value to your selling process.
How do you make a field editable in Salesforce?
Salesforce Classic:Click on Setup | Manage Users | Permission Sets.Open the Permission Set that has the 'Edit Read-Only Fields' added in it.Go to System permission.Deselect the option 'Edit Read Only Fields'Save.
What is the contact owner field in Salesforce?
Contact Owner is lookup to User object. Like standard fields CreatedBy or LastModifiedBy. All the contacts are owned by any user in your org. So, when you query Contact.
How do I restrict field editing in Salesforce?
Restrict Field Access with a ProfileFrom Setup, in the Quick Find box, enter Profiles, and then select Profiles.Select the profile you want to change.Click Object Settings and select the object for which you want to update the field settings.Click Edit.More items...
Can we edit standard fields in Salesforce?
Tip You can't delete standard fields, but you can remove them from your page layouts.
What are contacts used for in Salesforce?
In Salesforce, you store information about your customers using accounts and contacts. Accounts are companies that you're doing business with, and contacts are the people who work for them.
What is the mandatory fields for creating a contact record in Salesforce?
The street address in another address for the contact, up to 255 characters. The zip or postal code in another address for the contact, up to 20 characters. Another phone number for the contact, up to 40 characters. The contact's primary phone number, up to 40 characters.
How do I set field permissions in Salesforce?
From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, or enter Profiles in the Quick Find box, then select Profiles.Select a permission set or profile.Depending on which interface you're using, do one of the following: ... Specify the field's access level.Click Save.
How do I restrict field access in Salesforce?
0:020:53How to Restrict Field Access with a Profile in Salesforce LightningYouTubeStart of suggested clipEnd of suggested clipClick on sit-up that opens in a new tab. Use the quick find box to find profiles in setup selectMoreClick on sit-up that opens in a new tab. Use the quick find box to find profiles in setup select profiles select the profile you want to change go to field level Security section click on view.
What is field accessibility in Salesforce?
Field Accessibility in Salesforce is a very important feature in Salesforce. Field accessibility is used to control field level access for different user profiles.
How do I create a custom field in Salesforce?
Try It YourselfIn your Salesforce org, click. ... Click the Object Manager tab. ... From the Object Manager. ... From the sidebar, click Fields & Relationships. ... Click New to create a custom field. ... Next, choose a data type.More items...
How do I edit an indexed field in Salesforce?
After you've created the index, you can't edit or delete it. To change the index, you must start over with a new big object. Design your index so that you assign the most frequently used field in a query filter to Index Position 1.
How do I edit a field label in Salesforce?
Simply go to the Setup menu, and type “Label” in the quick find bar. This will bring up a section to Rename Tabs and Labels. Click on Rename Tabs and Labels to see the list of Standard Objects available to customize – you can change Contacts, Accounts, Opportunities, and even the fields in one of those objects.