Rename Report Columns without changing the Field names.
- Navigate to: Setup, enter Report Types in the Quick Find box, then select Report Types.
- Find and open the desired Custom Report Type, then click Edit Layout.
- Double click or select the desired field and click Edit Properties. To rename multiple fields at a time, press the Shift key while selecting the ...
- Enter the desired display label in the Display As box and click OK. If you want to see how the renamed fields will display on reports, click Preview ...
- Save your changes.
What should I do with the default leads object in Salesforce?
I would suggest you to go with making Custom object with your desired fields and lookup relationships with Company/Account and Contacts. Following are the things which make restrictions to do this stuff with default Leads object in Salesforce.
Can we create a custom field based on the existing field?
Yes,it will create the new custom field as we are trying to change the API name of the field based on which the field will search for the existing field whenever we try to update the API name using any other tool.
How to change the API name of an existing field?
However,you can search for the references using VS code and remove the references of the field and go ahead and update the API name of the field manually in the org and then update it with the New API name using the VS code. Kindly mark it as best answer if it helps so that it can help others in the future.
How to update the API in Salesforce production?
Then,you need to login to the salesforce and update the API name in the Org which can be possible in the Production as well. Once,you have done the update in the UI then you can update the code in VS code and deploy it into the Production.
How do I change a field name in Salesforce?
Simply go to the Setup menu, and type “Label” in the quick find bar. This will bring up a section to Rename Tabs and Labels. Click on Rename Tabs and Labels to see the list of Standard Objects available to customize – you can change Contacts, Accounts, Opportunities, and even the fields in one of those objects.
Can we change the standard field name in Salesforce?
In Salesforce we can rename the standard fields label, Follow the below steps to achieve this, 1. Go to Setup –> Build –> Customize –> Tab Names and Labels –> Rename Tabs and Labels.
How do I edit a field in Salesforce?
Edit Custom FieldsFrom the management settings for the field's object, go to Fields.Click Edit next to the field's name.Modify the field attributes. ... Optionally, define custom help text for the field.For lookup and master-detail relationship fields, optionally define a lookup filter.More items...
How do you change a field name?
To change a field name in Access, open the table within which to rename a field in table design view. Then click into the “Field Name” column of the field whose name you wish to change. Type a new name for the field. Then click the “Save” button in the Quick Access toolbar to save your structural changes.
How do I rename a label and tab in Salesforce?
From Setup, enter Rename Tabs and Labels in the Quick Find box, then select Rename Tabs and Labels to view a list of the tabs and objects you can rename. The renamed labels appear on all user pages in Salesforce including Personal Setup. In Lightning Experience, all pages in the Setup area use the renamed labels.
How do I edit a managed field in Salesforce?
Select the right Package, Language, Setup Component = Custom Field, Object, and Aspect = Field Label. It will show all custom fields for that object. Double click in column 'Field Label Overwrite' Press TAB to move to next editable field or SHIFT-TAB to go to the previous editable field.
How do I edit a field map in Salesforce?
Select the rule you want to look at, and then click Edit Field Mapping. On the Match tab, look at the fields used to match your records to fields in the data service. If a data service field isn't correctly mapped to the standard object, select a different standard object field.
How do I edit index fields in Salesforce?
After you've created the index, you can't edit or delete it. To change the index, you must start over with a new big object. Design your index so that you assign the most frequently used field in a query filter to Index Position 1.
How do I change the field label in a page layout in Salesforce?
To change the labels for Standard Objects and Fields in Salesforce, simply go to Setup -> Rename Tabs and Labels. Then choose the Object you want to rename and click Edit. Change the singular and plural labels if required or for your case you simply click Next button to change labels for the Standard Fields and save.
Can you remove lead company field requirement?
It is not possible to remove the Lead Company field requirement for Professional Edition or Group Edition.
Can you remove company name from Salesforce?
If you want to remove the 'Name' and 'Company' both from lead's page layout, it's not possible as it violates Salesforce CRM by default behaviour (Salesforce creates an Account with Company field and a Contact with Name field upon conversion of Lead). However Salesforce allows you to remove Company field only if Person Accounts ( https://help.salesforce.com/articleView?id=account_person_enable.htm&type=0&language=en_US ) have been enabled for the Org.
How to rename tabs in Salesforce?
Simply go to the Setup menu, and type “Label” in the quick find bar. This will bring up a section to Rename Tabs and Labels. Click on Rename Tabs and Labels to see the list of Standard Objects available to customize – you can change Contacts, Accounts, Opportunities, and even the fields in one of those objects. This might be a simple edit for you, but a huge help and a big deal to your Salesforce users!
Can you change the name of a standard field in Salesforce?
Did you know that you can change the name of a Standard Tab or Field in Salesforce? For example, the Contacts tab could be updated to “Client” or “Customer” if that’s the lingo your company uses. You can also change the label of a Standard field such as the Amount field on an Opportunity or the Mobile field on a Contact. These are just a few examples of the power of Salesforce customization!
