Goto app setup/customize/accounts/seach layouts and change the column selections for 'search results' & 'lookup dialogs' & 'search filter fields' etc as needed. July 1, 2010 ·
- From the management settings for the field's object, go to Fields. ...
- Click Edit next to the custom field you want to change.
- Click Change Field Type.
- Select a new data type and click Next.
- Enter a field label, name, and any other attributes, and then save your changes.
Is it possible to make a Salesforce field read-only?
I have set the field security to make the field read-only to everybody else but that group, but even if I select Salesforce Administrator to be Read-only, the Admin can still edit the field. There are a few administrators but none of these people should be able to edit the field.
How to create a parent account in Salesforce?
The parent account must be an existing account in Salesforce. You can enter the account name or select (or optionally, create) the account using the lookup icon. The contact’s primary phone number, up to 40 characters. The primary go-to contact for all communication with that organization or household.
What are the requirements to create a contact in Salesforce?
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 company’s ownership type, such as public or private. The parent company for a company that is a subsidiary of a larger company or organization. The parent account must be an existing account in Salesforce.
Which account fields are visible and editable?
Your page layout and field-level security settings determine which account fields are visible and editable. Here are the most common account fields used in business and household accounts. Available in: Enterprise and Unlimited Editions with Health Cloud The account that the contact is linked to.
How do I edit fields in Salesforce lightning?
0:425:25How to Create Custom Fields to Capture Your Business DataYouTubeStart of suggested clipEnd of suggested clipWe can edit the object right here edit object is a shortcut to the object manager where you manageMoreWe can edit the object right here edit object is a shortcut to the object manager where you manage everything from record types and page layouts to fields edit page takes you into the lightning app
How do I add a custom field to a Salesforce account?
Create Custom Account FieldsOpen the Account Fields page. ... Click + Add Custom Field.Name the field. ... Select a field type from the dropdown.Don't change the custom field ID. ... Map the field to a Salesforce field name.Choose optional field settings.When finished, click Create custom field to save.
Can we edit standard fields in Salesforce?
Tip You can't delete standard fields, but you can remove them from your page layouts.
How do you make a field editable for a profile 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.
How do I create a custom field in person account?
Navigate to Setup --> Build --> Customize --> Accounts --> Person Accounts --> Compact Layouts. Click New. Populate the Label and Name fields.
How do I add options to a field in Salesforce?
From the management settings for the object you want to add a field to, go to Fields. Custom task and event fields are accessible from the object management settings for Activities. Click New. Tip On custom objects, you can also set field dependencies and field history tracking in this section.
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.
How do you change a field label?
Renaming Standard Field Labels Go to Build > Customize > Tab Names and Labels > Rename Tabs and Labels. Click Edit to the left of the Standard Object Name. Note the Next button in the lower right. You can click that to go right to rename the fields without touching the name of the object itself.
How do I edit index fields 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 make fields visible to all users in Salesforce?
Find the custom field and click on it. Then click on the Set Field-Level Security button. Make it Visible across all profiles, all at once! You are done.
How do you make a text field non editable in Salesforce?
1. Open the field. 2. Click Set Field-Level Security button....For all the users:Go to the page layout.Click the Field Properties in the page layout.Make it Read-Only.
What is field-level accessibility?
Field-level security settings let you restrict users' access to view and edit specific fields.