In Salesforce Classic Go to Setup | Customize | Activities | Activity Custom Fields Click New. Select Date data type, click Next. Name the field (Completed Date), click Next. Set the field as read only, click Next.
- Go to Setup | Customize | Activities | Activity Custom Fields.
- Click New.
- Select Date data type, click Next.
- Name the field (Completed Date), click Next.
- Set the field as read only, click Next.
- Add it to the page layouts and save.
How to make a field read-only in Salesforce?
Jyothsna. (Salesforce Developers) Hi Arpita, To make this field read-only, Click on. Setup ---> Customize ---> Objects ---> Page Layouts ---> Edit the page layout ---> Select the field you want to make read-only ---> Click on ' Properties ' of the field (an icon to the right end of field) ---> Here you will get a checkbox to make ...
How do I add a date stamp in Salesforce?
The best way to date stamp in Salesforce is to create a workflow rule to update the field. The first step is to create the field on the object. You can choose either the date field type or the date/time field type. Create a new workflow rule ( Setup > Proceess Automation > Workflow Rules > New Rule ).
What are fields in the time slot object in Salesforce scheduler?
Fields in the Time Slot object that are used by Salesforce Scheduler. Salesforce Scheduler is available for an extra cost in Lightning Experience. The day of the week when the time slot takes place. The time when the time slot ends.
How to make a field read only in Visualforce page?
How to make a field read only in visualforce page. You can use output field tag instead of using inputfield tag, which will display the field as readonly in visualforce page. let me know if you have any questions.
How do I make a date field read only in Salesforce?
1. Go to the page layout. 2. Click the Field Properties in the page layout....Open the field.Click Set Field-Level Security button.Select Read-Only check box for the profile.
How do I create a timestamp field in Salesforce?
Go to Salesforce.com Setup > Build > Opportunities > Fields, and click New under Opportunity Custom Fields & Relationships. Select Date/Time as your field type and click Next. Label your field, add any relevant Help text and click Next. Set the field level security as you wish, and click Next.
How do I make a text field read only in Salesforce?
Hi, You can make a feild Read Only by Making the feild Read Only at the Page Layout(but still the value can be populated during Data Load) or Edit the corresponding field and check the "Read Only" checkbox(This will not allow even during the data load). Hope this helps.
How do you make a field read only in Salesforce screen flow?
>>Go to the Field and Click on the Set Field-Level Security button which is besides the Edit. >> Click on Read Only Checkbox besides the User's Profile. Which makes the field Read Only for the users who are all having the same profile.
How do I create a custom date field in Salesforce?
0:102:11[SALESFORCE] - How to Create a Date Field - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd under details is fields and relationships. Then click new. And then we'll scroll down click dateMoreAnd under details is fields and relationships. Then click new. And then we'll scroll down click date you can scroll up or down to click.
What is time stamp in Salesforce?
Date stamping can be used in Salesforce to record the date or date/time when a particular field is changed. This is used frequently for capturing the date the lead entered a particular stage or when a lead was first actioned. These fields can be used in reports and dashboards.
How do I make a record read only in Salesforce?
We can Achieve this by using workflows rules. First create a new record type as a "Rean only", it has only read only permission to all profiles . next create workflow on status field. if "status" is changed to "Closed" we can update the record type field.
How do I make a field read only in Salesforce validation rule?
"View by Record Types". I would choose View by Record Types. Then when the matrix appears, select the field and the profile that you what to change (i.e., field: annual revenue for the contact manager is editable). Click on that item or "cell" and change the field level security to read only.
What are read only fields in Salesforce?
A field can be inaccessible because the user hasn't been granted permission to edit the field or because it's a system field that's always read only.
Can we make picklist field read only in Salesforce?
Thanks in advance. You can make the field read-only either on the page layout or the profile (field-level security). Keep in mind that as a system administrator, you have permission to edit read-only fields, so it will never work for you. It will work for regular users though.
How do I lock a field in Salesforce?
Using Record Type & Page Layouts: Create two different record types say “Open” & “Locked” and change the record type of the record using workflow field update or trigger. And then create a separate page layout for the “Locked” record type with all fields marked as 'Read-Only'.
How do I make a checkbox readonly in Salesforce?
Please check if it marked as read only on the field within the page layout assigned. Open the assigned object page layout. click on the field on the page layout and you will find a tool bar. select the toolbar and there you can find mark as read only and required.More items...•
The basics
The best way to date stamp in Salesforce is to create a workflow rule to update the field.
Examples
Create a workflow rule and select “created, and any time it’s edited to subsequently meet criteria” for your evaluation criteria. Next, add the filters for your rule criteria. In this example, I’m going to date stamp a field when the checkbox for “MQL is Accepted” is checked.
Bonus tip: Calculate the number of days between dates
Now that you are a date stamping pro, you can create formula fields to calculate the number of days between dates. These fields can be used in reports to show how many days a lead was in a particular stage, or how long it took sales to action the lead.