1) Go to Setup | Customize | Leads | Page Layouts 2) Click Edit next to the Page Layout name 3) Click on the wrench icon for the Company field 4) Deselect the Required checkbox and click OK
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To eliminate the Company field requirement on Leads
- Go to Setup | Customize | Leads | Page Layouts.
- Click Edit next to the Page Layout name.
- Click on the wrench icon for the Company field.
- Deselect the Required checkbox and click OK.
- Save the Layout.
What should I do with the default leads object in Salesforce?
I would suggest you to go with making Custom object with your desired fields and lookup relationships with Company/Account and Contacts. Following are the things which make restrictions to do this stuff with default Leads object in Salesforce.
How to change the name and company fields within the lead?
How to change "Name" and "Company" fields within the Lead object? 1 Go to Setup | Customize | Leads | Page Layouts 2 Click Edit next to the Page Layout name 3 Click on the wrench icon for the Company field 4 Deselect the Required checkbox and click OK 5 Save the Layout
When the user is ready to convert a lead the state field?
When the user is ready to convert a lead the state field needs to be known and populated. The issue is how to make it required only on the conversion and not on the save. I have thought about validations rules, workflow rules and possibly a trigger.
What fields do I not need on a new lead form?
When I click to add a New Lead, there are two fields that I don't need on the form: "Name" and "Company" - I would like both of these fields to be lookup fields, so I can browse whether a company/contact is already in the system, or add a new one if they are not.
How do I remove a required field in Salesforce?
If you go to the custom field and edit it, you should be able to uncheck that option. Then you can remove it from your page layouts or delete it all together.
Is lead status a required field Salesforce?
Unfortunately it is a standard required field. If you really really need to change it, you can rename your lead status field to some other field that is required, and then create a custom STATUS field that you can mark as 'read only' and not required.
How do I make a lead field mandatory in Salesforce?
Click on gear icon then Setup > Object Manager.Choose the object > Page Layouts.Select the page layout that you use on the object.Click on the wrench icon beside the custom field that you will make required.Select the Required checkbox.Click on Ok, then click on Save.
Is company required on lead Salesforce?
When creating a new Lead a message is generated stating a Company Name is required. All Leads require a Company Name which will be the name of the Company the Lead is part of.
How do I change lead status in Salesforce?
To change Lead Status for multiple recordsFrom the Lead tab select one of the available Lead views.Select all Leads you would like to assign to a new status.Click the Change Status button located above the list view.Select a new Status for the Leads.Click Save.
How do I change lead stage in Salesforce?
Add or change an Opportunity stage in Salesforce ClassicNavigate to Setup.Under 'Build', click Customize | Opportunity | Fields.Click the 'Stage' field.Click 'New' to add a new stage. ... For new Opportunity stage values, select the Sales Process to be associated. ... Click 'Save'
How do I make a standard field not required in Salesforce?
Steps - Go to setup - click object manager - find and choose contact - click fields and relationships - click the drop-down (extreme left side of the row) - click edit - Scroll down the page - In general options, uncheck 'Always require a value in this field in order to save a record' - click save.
What are the different ways to make a field mandatory?
Different ways to make field mandatory :Make the field “Required” at the time of field creation by checking the “Required” check box.Make the field Required through Page Layout by checking the “Required ” checkbook in Field Properties.Validation Rules can also be used to make the field mandatory.More items...
What are the mandatory fields in Salesforce?
A universally required field is a custom field. It must have a value whenever a record is saved within Salesforce, the Lightning Platform API, Connect Offline, Salesforce for Outlook, the Self-Service portal, or automated processes such as Web-to-Lead and Web-to-Case.
How do you make a Salesforce company not required on a lead?
Some users may want to remove the Company field requirement on Leads....To eliminate the Company field requirement on LeadsGo to Setup | Customize | Leads | Page Layouts.Click Edit next to the Page Layout name.Click on the wrench icon for the Company field.Deselect the Required checkbox and click OK.Save the Layout.
Why is company a required field in Salesforce?
The company name is required because of the lead conversion process. If your focus is B2C, you can always just place some sort of default value. With that being, if you're using or plan on using.
Which permission is required to convert a lead?
To convert a lead, you need to have permission. The users who have privilege for bulk action, can use “Convert” option found in “Show All” page of Leads App.