In Salesforce, go to Setup. In your Salesforce Setup page, go to Object and Fields -> Object Manager. Select the Object that you want to edit. Select Page Layout page and choose the Page Layout you want to edit. On the Page Layout editor, double click the Custom field and check the checkbox to mark it as Required.
How do I make a required field in Salesforce?
How to do it: Navigate to a record of the object that has the field you want to make required. Click on the gear in the upper right, and click Edit Object. Click on the Fields and Relationships link on the left hand side, then search for the field you want to make required.
How do I validate a field in the Salesforce connector?
In the Salesforce connector setup, go to the Field validation tab (Figure 1). Figure 1. Validation field mapping. In the Validation options column, select an option.
Should I set default values for universally required fields in Salesforce?
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.
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 you know if a field is required from an object?
Navigate to Setup. Look for Field Accessibility under Security Controls. Pick an Object > View by Profile > Pick a Profile. Required Fields display in Red.
What is a required field in Salesforce?
Required Editions Making a field required on a page layout or through field-level security ensures that users must enter a value. Making a field required universally gives you a higher level of data quality beyond the presentation level of page layouts.
How do you set a field as required?
Set the Required property for a field to Yes Select the field that you want to require always has a value. In the Field Properties pane, on the General tab, set the Required property to Yes.
How do I make a field conditionally required 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...
What are 3 ways to make a field required in Salesforce?
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 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.
What is the required field?
When you make a field required, people must enter an answer to the field in order to submit their entry. When someone tries to submit an entry without filling out a required field, we highlight the problematic fields and display an error message to let them know the field is required.
What is required property of a field?
You can use the Required property to specify whether a value is required in a field. If this property is set to Yes, when you enter data in a record, you must enter a value in the field or in any control bound to the field, and the value cannot be Null.
What is fields marked with * are mandatory?
Note: All fields marked with a red cross are mandatory.
Where would you make a field required in Salesforce?
0:0012:35Salesforce Administration: Making fields required for certain sales ...YouTubeStart of suggested clipEnd of suggested clipHello there if you're creating a new field in Salesforce. And you want to make it mandatory areMoreHello there if you're creating a new field in Salesforce. And you want to make it mandatory are required you have three options available to you you can do that at the object. Level or in your page
How do you make fields mandatory in lightning component?
To make an input field required on the client only, set required attribute to true in lightning:inputField . Use this attribute if you want to require a value in a field before the form can be submitted, and the field isn't marked required in Setup.
How do I create a checkbox required field in Salesforce?
A checkbox cannot be marked as required because a checkbox always consists of a value - either true or false at any point of time. If at all you want to write a validation rule to say the checkbox should be always selected, you can do so using a validation rule.
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.
Field level requirements
This is the most restrictive of requirements, and it requires the field to be entered all the time, regardless of how the record is saved (i.e. through an integration, the API, mass upload, or through the User Interface). Read through these instructions for more information.
On the page layout
This option only makes the field required when the specific page layout that you set this requirement on is accessed. Therefore, you could technically make this required for some Users that use a particular page layout but not others. Please review, Customize Page Layouts with the Enhanced Page Layout Editor .
Validation rule requirement
You can build more complex validation rules that have conditional statements to meet your business needs. Please review Define Validation Rules.
Default Values For Universally Required Fields
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: 1. A OnceHub Administrator. 2. An active connection to your Salesforce API User. 3. A Salesforce Administrator.
Handling Supported Salesforce Universally Required Fields
- In the Salesforce connector setup, go to the Field validation tab (Figure 1).Figure 1. Validation field mapping.
- In the Validation options column, select an option. You have three options that are relevant only for supported Salesforce field types:
- In the Available fields/values column, select the relevant ScheduleOnce field, assign an existi…
- In the Salesforce connector setup, go to the Field validation tab (Figure 1).Figure 1. Validation field mapping.
- In the Validation options column, select an option. You have three options that are relevant only for supported Salesforce field types:
- In the Available fields/values column, select the relevant ScheduleOnce field, assign an existing Salesforce value, or type a static value.NoteThere is a two-way mapping between Salesforce and Sche...
- Click the Save button or Save and Continueif you have completed mapping all required fields.
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. 1. In the Salesforce connector setup, go to the Field validationtab. 2. Review the list of non-supported Salesforce universally required fields and define which standard Objects Users connected to Salesforce will be creating new records for. 3. Sign i…