In your Salesforce Setup page, go to Object and Fields -> Object Manager. Select the Object that you want to edit. Select Fields & Relationships. Select the non-supported Salesforce field you have identified earlier. Click Edit. Under General Options, ensure that is it not set as Required.
Full Answer
How do I edit a Salesforce field that is not supported?
Sign in to Salesforce as an administrator. In your Salesforce Setup page, go to Object and Fields -> Object Manager. Select the Object that you want to edit. Select Fields & Relationships. Select the non-supported Salesforce field you have identified earlier. Click Edit.
How do I restrict access to a file in Salesforce?
Or click Restrict access to remove the file from everywhere that it's been shared except the library (only for files that originated in a Salesforce CRM Content library). . By default, anyone who can see a file can share it. Only owners and users with the “Modify all Data” permission can make a file private () or restrict access.
How do I enable the 'files uploaded as Salesforce Files' feature?
Enabling the 'Files uploaded to the Attachments related list on records are uploaded as Salesforce Files, not as attachments' feature will add any newly uploaded documents from the Notes and Attachments related list in Classic as Salesforce Files. Go to Setup | Customize | Salesforce Files | Settings | General Settings
What do I need to handle Salesforce universally required fields?
To handle supported and non-supported Salesforce universally required fields, you will need: A OnceHub Administrator. An active connection to your Salesforce API User. A Salesforce Administrator.
How do I change a field to 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.
How do I disable a required field in Salesforce?
You can't remove the Required field but you can hide that. 1) Change the field type from Name to Auto Number. 2) Now in the Page layout remove that name field. I hope it helps you.
How do I edit a required field in Salesforce?
Click on the gear icon then Setup > Object Manager.Choose the object > Fields & Relationships.Select the custom field that you will make required.Click on Edit and under General Options select Required.Click on Save.
How do I bypass required field validation in Salesforce?
Click on “Insert Field” and scroll until you find the “Current User” selection. From there, click on the “Bypass VR” field. The field will now show in your validation rule. The validation should trigger when the field is FALSE.
How do I remove standard required field from page layout in Salesforce?
Inorder to remove the standard field from view, Go to the fields which you want to hide and select there link and select the Set Field-Level Security button and uncheck the Visible checkbox for the profiles you do not want to see those particular fields.
How do I remove the required fields from a page layout in Salesforce?
Go to Page Layout >> Click Fields >> Uncheck Required Check Box.
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...
How do you make a field required based on another field in Salesforce?
Create validation rule in Salesforce ClassicClick Setup.Click Customize | [the object you need to modify] | Validation Rules.Click New.Enter the Validation Rule name.Set the Validation Formula as per the suggestion above, feel free to adapt to your needs.Set the error message that the User will receive.More items...
How do I make a standard field mandatory in Salesforce?
Make a Standard field 'Required' by using Page Layout in Lightning Experience User Interface:Click Setup.Click Object and fields.Select Object Manager.Select Object.Click Page layout.Edit 'Layout' and make the field to Required.
How do you bypass a required field?
How To: Skip, Bypass, or Disable required fields validation depending on user choiceOn the Forms Layout tab, press the gear icon, set Backend validation to "No validation"Save.
Can we bypass the required fields in data loader?
Simply create a Custom field in your object of the type Checkbox called as "Bypass Valdiation". Then set this value to TRUE when you update the records through the dataloader and tweak your valudation rule like this. This will ensure that the validation rule is not invoked when you update/insert through dataloader.
Can we bypass validation rules?
It depends on your use case when and how you want to bypass. For example, if you want to bypass the validation rule for specific profile then you can simply user $Profile but then you would do some hard coding and hence its best to use Custom Permission.
How many versions of Salesforce can you have?
Salesforce can track many versions of the same file, but not an unlimited number. You can have up to 2,048 versions. If you’re hitting that limit, you’re in a select group indeed.
Can administrators view a file?
Some administrators may still be able to view the file if they have the "Modify All Data" permission. I say "may," because the file owner can prevent even these administrators from viewing the file by keeping it in a private library. File metadata is not treated the same as the file itself, however.
Can I share a file with someone?
Files can also be shared by generating an encrypted URL link to the file and sending it to whomever you like. The link is public, so you can share a file this way with individuals both within and outside of your company, including customers and partners.
Can you make a Salesforce file private?
If a file has been shared with a record, you can also make it private without un-attaching it from the record. If you do so, other users viewing the record won’t see the file even though it’s attached. In Salesforce Lightning, making a file private is a manual process.
Can you upload a new version of Salesforce?
When working with files in Salesforce, you can upload new versions. Salesforce will track all versions of a file for you. When you upload a new version, it actually replaces the previous version as the active file, but all versions are still available if you need them.
Can you connect Salesforce to external file system?
Connect your files to external file systems. Your company may have its own file system. If you want a file accessible both through Salesforce and through an external file system, you can connect it there.
Handling required Salesforce fields in the Field validation step
The Field validation mapping step in the Salesforce connector setup process includes all Salesforce universally required fields that do not have a default value for the five standard objects in your Salesforce account: Lead, Contact, Account, Event, and Case.
Default values for universally required fields
We recommend that you always set a default value for universally required fields in your Salesforce organization. Once done, these fields will be removed from the Field validation mapping step of the Salesforce connector setup wizard.
Field types in the Field validation mapping step
The Field validation mapping step handles two types of fields: those that are supported by the integration and those that are not supported.
Requirements
To handle supported and non-supported Salesforce universally required fields, you will need:
Handling supported Salesforce universally required fields
In the Salesforce connector setup, go to the Field validation tab (Figure 1). Figure 1. Validation field mapping.
Handling non-supported Salesforce universally required fields
To handle non-supported Salesforce universally required fields, you need to identify which non-supported fields are blocking the integration.