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.
Full Answer
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.
What is the difference between mandatory and nillable fields in Salesforce?
If any field have below three properties then it is mandatory field. Hope this helps you more. //A nillable field can have empty content. A isNillable Boolean non-nillable field must have a value for the object to be //created or saved. There is a way to programmatically learn about metadata of your datamodel with in Apex.
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 find the required fields on an object in Salesforce?
How can I find and see the required fields of an object in salesforce?...Bit of a slog this point and click method, but try these steps:Switch to Salesforce Classic mode.Navigate to Setup.Look for Field Accessibility under Security Controls.Pick an Object > View by Profile > Pick a Profile.Required Fields display in Red.
How do I know if a field is mandatory in Salesforce?
To find out which fields are required, go to the Go to... menu at the top right of the connector of the connector and click Salesforce Object Reference. The required field rows will say Required in the far right column.
How do you show mandatory fields?
How to indicate a required fieldProvide the required text in the label.Provide a graphic * image in the label with appropriate alt text.Providing a star (asterisk) symbol.Use of color to identify if a form control is required.Providing HTML5 and ARIA required attributes.
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 I make fields mandatory in Salesforce?
On the page layoutClick on Setup.Go to Quick Find and enter Object.Choose the object.Under the Page Layouts section, Click on Edit on the page layout that you use on the object.Click the wrench icon beside the custom field that you will make required.Select the Required checkbox.Click on Ok, then click on Save.
How do you get all the required fields of sObject dynamically?
Avnish YadavMap
What is fields marked with * are mandatory?
Note: All fields marked with a red cross are mandatory.
What are mandatory fields?
Definitions. A field that must contain a value if a record is updated or inserted into the database.
How do you indicate optional fields?
SummaryKeep optional fields to an absolute minimum.Only indicate the optional fields with the word 'optional' beside it.
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 you make a field mandatory 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 field non mandatory 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.
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.
PRANAV
here is no direct property available in Apex dynamic API to represent the required field. However there is another way to know about it. If any field have below three properties then it is mandatory field.
Parul
There is a way to programmatically learn about metadata of your datamodel with in Apex. Schema Describe calls provides the ability to programitically describe the information about the current org schema such as list of top level objects including custom objects and their fields.
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…