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. Under General Options, ensure that is it not set as Required. Return to ScheduleOnce and refresh the page.
How to create a required field in Salesforce?
Make the field “Required” at the time of field creation by checking the “Required” check box. 2. Make the field Required through Page Layout by checking the “Required ” checkbook in Field Properties. 3.
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 to handle Salesforce universally required fields in oncehub?
To handle supported and non-supported Salesforce universally required fields, you will need: A OnceHub Administrator. An active connection to your Salesforce API User. A Salesforce Administrator. In the Salesforce connector setup, go to the Field validation tab (Figure 1). Figure 1.
Is it possible to make standard required fields optional?
Standard required fields are required. You can't make them optional. I have heard of people making Visualforce pages to set those fields to some value "behind the scenes", but they're still populated with some value. That's a lot of code to write just to add the convenience of a single field not being required. Show activity on this post.
How do I turn off the required field in Salesforce?
If you go to the custom field and edit it, you should be able to uncheck that option. Then you can remove it from your page layouts or delete it all together.
How do I make field optional 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 I bypass required field validation in Salesforce?
Click on “Insert Field” and scroll until you find the “Current User” selection. From there, click on the “Bypass VR” field. The field will now show in your validation rule. The validation should trigger when the field is FALSE.
How do I remove standard required field from Page layout in Salesforce?
Inorder to remove the standard field from view, Go to the fields which you want to hide and select there link and select the Set Field-Level Security button and uncheck the Visible checkbox for the profiles you do not want to see those particular fields.
How do you make a standard field not required?
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.
What are the different ways to make a field mandatory?
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...
Can we bypass the required fields in data loader?
Simply create a Custom field in your object of the type Checkbox called as "Bypass Valdiation". Then set this value to TRUE when you update the records through the dataloader and tweak your valudation rule like this. This will ensure that the validation rule is not invoked when you update/insert through dataloader.
Can we bypass validation rules?
It depends on your use case when and how you want to bypass. For example, if you want to bypass the validation rule for specific profile then you can simply user $Profile but then you would do some hard coding and hence its best to use Custom Permission.
Can we bypass system validation rules in Salesforce?
Validation rules can never be bypassed.
Can we remove standard fields in Salesforce?
Tip You can't delete standard fields, but you can remove them from your page layouts.
How do I make a standard field non editable in Salesforce?
1. Open the field. 2. Click Set Field-Level Security button....For all the users:Go to the page layout.Click the Field Properties in the page layout.Make it Read-Only.
How do I change the standard field 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.
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.
Why do Salesforce fields require validation?
The role of the Field validation mapping step is to ensure that the appropriate value is made available for bookings created via the ScheduleOnce Salesforce integration.
What happens when a Salesforce booking is not mapped to a Salesforce field?
When a booking is made and a required field in Salesforce has not been mapped to a field in ScheduleOnce, a Field validation error will be detected. ScheduleOnce will pass a default value to the field in Salesforce. The default values that will be passed are shown in the table below:
How to fix Salesforce validation error?
To fix this Field validation error, you should update the Field validation mapping of the Salesforce connector setup wizard. You only need to fix the fields that create validation errors on the affected Booking page.
What is the validation mapping step in Salesforce?
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.
What is a static value in Salesforce?
A Static value: This option maps a default text or date value to the Salesforce field.
When to make test bookings in Salesforce?
Important It is recommended that you make test bookings when you handle Salesforce universally required fields in the Field validation mapping step to ensure that you have resolved all validation errors affecting your Booking pages. Note that you can do this test after each change you make in the Field validation mapping step. There is no need to complete the setup process.
Do you have to set a default value for Salesforce fields?
Once done, these fields will be removed from the Field validation mapping step of the Salesforce connector setup wizard.
Is nillable a field?
This answer is inaccurate. There are fields that are marked as nillable but are in fact required, and viceversa.
Is the field EarliestStartTime and DueDate required to create a ServiceAppointment?
However, the field EarliestStartTime and DueDate are in fact not required to create a ServiceAppointment object, and the field ParentRecordId is in fact required. At this moment I'm unable to accurately determine which fields are required for an object.
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 ...