Step 1: Click on the gear icon on the right side of the page as shown below Step 2: Click on the Setup (refer to above screenshot) Step3: Click on the Object Manager tab Step 4: Search object name Step 5: Click on Fields and Relationships Step 6: Click on the label Name whose field type is to be changed and the click on Edit.
- From the management settings for the field's object, go to Fields.
- Click Edit next to the field's name.
- Modify the field attributes. ...
- Optionally, define custom help text for the field.
- For lookup and master-detail relationship fields, optionally define a lookup filter.
How do I change the fields on my Record pages?
To change the content of the fields on a related or detail page, you can click Edit (3). However, that Edit button doesn’t let you configure which fields appear in the record details. Let’s go over that now. Customizing the fields on your record pages is easy, and you can do it with just a few clicks.
How do I change the lead page layout in Salesforce?
First, we need to find and open the lead page layout. From Setup, click Object Manager. Click Lead to open the object and then click Page Layouts. Click Lead Layout. Now that we’ve opened the lead page layout, let’s make an update.
What do you see when you log in to Salesforce?
What you see when you log in to Salesforce for the first time is just the start. You can customize and personalize many things on a given object record page using page layouts. There are two ways to customize a page in Lightning Experience. You can customize a page’s layout, or customize its contents.
How do I customize the fields on my Lightning Experience record pages?
Customizing the fields on your record pages is easy, and you can do it with just a few clicks. The Enhanced Page Layout Editor is the go-to place for customizing a Lightning Experience record page’s fields and related lists. It’s called “enhanced” because there’s an earlier version of it.
How do I change fields in Salesforce?
Change the Custom Field TypeFrom 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.
How do you set a field so the user can edit it?
User cannot edit a field even though permission has been granted via permission setClick Setup. Find the object in use. For Standard Objects.2a. Go to Customize. 2b. ... 2a. Go to Create. 2b. ... Select Page Layouts. Select the Page Layout in use. ... Click the gear icon on the upper right side of the Page. Click Setup.
Can I add custom field to user object in Salesforce?
From "SETUP" in Salesforce Lightning you will click to the "Object Manager" and scroll to the label "USER". Once here you will see "FIELDS & RELATIONSHIPS" on the left side bar, click here. Then in the upper right corner you will see the "NEW" button to create a new custom filed on the user object.
Who can edit user records in Salesforce?
Your Salesforce edition determines the maximum number of users that you can add. To change user details—such as a user's profile, role, or contact information—edit the user account. Users can be locked out of their org when they enter incorrect login credentials too many times.
Why can't user edit field in Salesforce?
Editing a field is a change, which is not allowed. Access permissions in Salesforce work together, so the result depends on which features you are using. If an object is read-only, the fields cannot be edited. If the objects is Read/Write, then only the fields specified as 'Editable' can be edited.
How do I make a standard field editable in Salesforce?
Under App Setup on the left side-bar, expand customize (Note: for custom objects, expand create instead and click Objects to view a list) Expand the standard object you would like to edit the standard field for. Click Fields. If the field can be edited, in the standard field list, there will be an edit button on the ...
Can we create custom field on user object?
To create a custom field: From Setup, in the Quick Find Box, enter Object Manager , and select User. Select Fields and Relationships, and click New. For Data Type, select Checkbox.
How do I add a field to a user profile in Salesforce?
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. Under Field Permissions, for each field, specify the kind of access you want for users with this profile, and save your settings.
How do I add a custom field to an object?
Click the Object Manager tab. From the list of objects in the dropdown, click Suggestion. Click the Fields & Relationships section. Click New....Add a Description FieldFor Data Type, select Text Area (Long), and click Next.Fill in the custom field details: ... Click Next.Click Next again.Click Save & New.
How do I edit users in Salesforce?
Click Gear icon | Setup | Users | Users.Find the User you want to edit.Click Edit next to the User's name.In the right-hand column of the User information, select your preferred profile type.Click Save.
How do I edit users?
From Setup, enter Users in the Quick Find box, then select Users. Click Edit next to a user's name. Change the settings as needed. Click Save....Required Editions and User Permissions.User Permissions NeededTo edit users:Manage Internal Users
Can we change the former user record to new user in Salesforce?
A new organization has been commissioned for a company and all Users need to be transferred over. In these situations, reusing old usernames is not possible, as Salesforce has strict security measures and do not allow deletion of User records.
Page Layouts
What you see when you log in to Salesforce for the first time is just the start. You can customize and personalize many things on a given object record page using page layouts.
Customize the Fields in Your Record Details
Customizing the fields on your record pages is easy, and you can do it with just a few clicks. The Enhanced Page Layout Editor is the go-to place for customizing a Lightning Experience record page’s fields and related lists. It’s called “enhanced” because there’s an earlier version of it. We’ll just refer to it as the page layout editor here.
Create a Page Layout
Maria wants to create an Energy Audit page layout just for her sales team so they can have the necessary field and related list information at their fingertips when they view the Energy Audit records.
Assign a Page Layout to Profiles
Maria wants Ursa Major Solar’s salespeople to see this new page layout. She’s going to assign it to her sales team’s user profile so when they view Energy Audit records, they’ll see the revised view of the fields and the new related list. Let’s get started.
Where do report charts appear in Lightning?
Report charts that you add to a page layout appear under the Details tab in Lightning Experience. When you add a report chart to a page layout, it can take a few moments before the chart appears on Lightning record pages.
Can you remove fields in Lightning Experience?
The top-down tab-key order, which allows users viewing a record detail page to move through a column of fields from top to bottom before moving focus to the top of the next column of fields, isn’t supported in Lightning Experience.
Can you edit a page layout in org?
If your org supports multiple page layouts, you can create a page layout from the Page Layouts related list on any object in the Object Manager. You can also edit or delete an object’s page layouts by clicking on a page layout in the Page Layouts related list.
Key business problem
I want my customer support managers to be able to see the peak times of the support center to help with scheduling staff.
Background
I simply love, love, love answering questions in the community, mostly formula ones.
How I solved it
I created a flow to run on the User object as well as a formula on Cases that retrieves the hour portion of the Created Date, according to the logged-in user’s time zone and taking the DST of this same user into account. I then showed it in a simple report and graph:
Business results
Since I’m in Ireland, I’m on the GMT time zone in the winter and on GMT+1 in the summer. Have a look at these two dashboard components for the same Case records. The first one shows the times in GMT only, whereas the second one shows the times according to DST in Ireland:
Do try this at home
There are many different reasons why you would want to see times according to DST. You can find quite a few questions about DST on the Trailblazer Community:
How Do You Look at Data?
Imagine that you’ve got a stack of papers in front of you with all the information about your operations. You’ve got pages with your customer’s names, items sold, and every support ticket you’ve ever handled. Technically, all the information you need to plan out your goals is here. But how do you make use of it?
What Are Objects in Salesforce?
Instead of using spreadsheets, Salesforce uses objects. An object serves the same purpose for visualizing data. It helps you organize the information you have so it’s usable. For example, an object might include information about your customers, products, and support cases.
Why Change the Names of Standard Objects?
For most, the assigned names of Salesforce’s standard objects work just fine. However, you can get more use from custom names under the right circumstances. For instance, a funding company would use different terms in their operations than a bakery would. In an industry with distinct terminology, customization keeps processes clear.
Which Standard Objects Come With Salesforce?
Salesforce comes with a set of objects by default. These cover information that Salesforce users almost universally need. Since they include the basics for business’s day-to-day processes, they help users quickly set up their org and get thorough help from their support articles.
What Purpose Do Fields Serve?
Fields in Salesforce let you fill in different types of information about an object. For example, some information you may put in fields could include a prospect’s name, contact information, the cost of a product, the owner of an account, or the last person who modified the data.
What is the Difference Between a Standard and Custom Object?
What happens if you can’t use one of Salesforce’s out-of-the-box objects to do what you want? There’s no need to call for help yet. The next step is to look at Salesforce’s custom objects. These are objects that let you set names, input fields, and input types so you can keep track of information.
What Should You Consider Before Changing Object and Field Names?
Sometimes, you don’t need to create an entire custom object to solve the problem. For example, if your ultimate goal is to keep terminology consistent or you can use an existing object’s configuration to do what you need, all you have to change the name.
