Permission sets or enhanced profile user interface—In the Find Settings... box, enter the name of the object you want and select it from the list. Click Edit, then scroll to the Field Permissions section. Original profile user interface—In the Field-Level Security section, click View next to the object you want to modify, and then click Edit.
- From 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.
Which changes are always tracked in Salesforce?
Certain changes, such as case escalations, are always tracked. Salesforce stores an object’s tracked field history in an associated object called StandardObjectNameHistory or CustomObjectName__History. For example, AccountHistory represents the history of changes to the values of an Account record’s fields.
How do I track and display field history in Salesforce?
You can select certain fields to track and display the field history in the History related list of an object. Field history data is retained for up to 18 months through your org, and up to 24 months via the API. Field history tracking data doesn’t count against your Salesforce org’s data storage limits.
What is the history of a custom object in Salesforce?
Salesforce stores an object’s tracked field history in an associated object called StandardObjectName History or CustomObjectName __History. For example, AccountHistory represents the history of changes to the values of an Account record’s fields. Similarly, MyCustomObject__History tracks field history for the MyCustomObject__c custom object.
How do I search for a specific field?
If you want to search for a specific field you can use the "Search Setup" from the Setup page. (Setup > Search box at top). This tool searches across all objects. If you want a list of all fields on specific objects you can view all fields from the object page. (Setup > Object Manager > Field and relationships)
How do I edit a field in Salesforce?
Change the Custom Field TypeFrom the management settings for the field's object, go to Fields. ... Click Edit next to the custom field you want to change.Click Change Field Type.Select a new data type and click Next.Enter a field label, name, and any other attributes, and then save your changes.
How do I find a field in Salesforce?
If you are simply wanting to search for a specific field you can use the "Search All Setup" tool from the Setup page. (Setup > Search box in top left corner). This tool searches across all objects. If you want a more exhaustive list of all metadata you can use https://workbench.developerforce.com.
Why can't I edit a field in Salesforce?
Editing a field is a change, which is not allowed. Access permissions in Salesforce work together, so the result depends on which features you are using. If an object is read-only, the fields cannot be edited. If the objects is Read/Write, then only the fields specified as 'Editable' can be edited.
How do I edit a custom field?
Edit or delete a custom fieldSelect > Issues.Under FIELDS, select Custom fields.Find the custom field you want to edit and select > Edit details to update the following: The custom field name, which appears on issues. ... Modify the fields as needed and select Update.
How do lookup fields work Salesforce?
In Salesforce, lookup fields allow users to associate two records together in a relationship. For example, a user can associate a contact record to an account record using the Account Name lookup field. When users edit a lookup field, they need to find the right record to associate.
How do I check fields in an object in Salesforce?
In the developer console:Click 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 I edit a field label 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.
How do I make a field inline editable in Salesforce?
1:452:41Inline Editing in Salesforce | How to Enable - YouTubeYouTubeStart of suggested clipEnd of suggested clipName so i'm going to go to opportunity record type select new click done save and it only pops upMoreName so i'm going to go to opportunity record type select new click done save and it only pops up with one um however i can now inline edit. So what you'd want to do is go on to the specific record.
Can you edit fields in a Salesforce report?
Open a report and hover over the text, numeric, or checkbox field that you want to edit. If you see a pencil icon, you can click it, modify the value, and then save. The field value is updated on the report and in the source record, and the report reruns automatically.
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 view fields in Salesforce Classic?
This is useful for a number of different reasons....Custom fields in Salesforce ClassicGo to Setup.Go to App Setup | click Customize.Locate the object the click Fields.Look for "API Name" column value in "Custom Fields & Relationships" section.
How do I edit a custom field in constant contact?
When you create a new custom field for one contact, it's available for all of your contacts.Click Contacts.Click the Contacts Tab.Search for the contact you want to edit.Next to the contact, click ... > Edit.Scroll down to the Custom Fields section and enter the information into the field. ... Click Save.
How long does Salesforce keep field history?
If your org was created on or after June 1, 2011 and you decide not to purchase the add-on, Salesforce retains your field history for the standard 18–24 months.
Can you turn off field history tracking?
You can enable field history tracking for standard objects in the object’s management settings. You can enable field history tracking for custom objects in the object’s management settings. You can turn off field history tracking from the object’s management settings.
Can Salesforce update the same tracker in the same second?
In other words, if two users update the same tracked field on the same record in the same second, both updates have the same timestamp. Salesforce can’t guarantee the commit order of these changes to the database. As a result, the display values can look out of order.
Custom Fields in Lightning Experience
1. Go to Setup. 2. Click Object Manager. 3. Locate and click the object. 4. In the sidebar, click Fields & Relationships. 5. Locate the field label. 6. Check the 'Field Name' column name value.
Custom Object in Lightning Experience
1. Go to Setup. 2. Click Object Manager. 3. Locate the object name. 4. Check the 'API Name' column.