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.
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 I find the required field 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 required 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 check fields in an object in Salesforce?
1 AnswerClick on Repository tab.Click on Object in Setup Entity Type Window.Double click on any object in the Entities Window.You will find the list of all the fields for that particular object.
How do you indicate optional fields?
SummaryKeep optional fields to an absolute minimum.Only indicate the optional fields with the word 'optional' beside it.
What is mandatory field?
In every form we observe mandatory fields. When a mandatory field is available in the form, it means user should fill that field without fail. Leaving the mandatory fields will cause in non submission of the form.
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 remove a required field in Salesforce?
In Classic: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 is the required field in account object Salesforce?
Required fields must have a non- null value. This rule affects the create and update calls: In a create call, the system automatically populates the data for certain required fields (such as system fields and the object ID fields).
How do I list all fields in Salesforce?
You can now include any of these in the field list:FIELDS(ALL) —to select all the fields of an object.FIELDS(CUSTOM) —to select all the custom fields of an object.FIELDS(STANDARD) —to select all the standard fields of an object.
How do I list all custom fields in Salesforce?
1 Answer. Show activity on this post. In the Developer Console in Salesforce, click on the Query Editor tab, use the above query and check the "Use Tooling API" checkbox. You can add a WHERE clause if you want to specify a certain namespace, name, or object.
How do I see how many custom fields I have in Salesforce?
If you go to setup>profiles>object setting you will find a very handy list of all objects as well as the total amount of fields on the object.
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.
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…