how to make an opportunity field required in salesforce

• To create a custom Opportunity Stage go to Setup > Object Manager > Opportunity Object > Fields & Relationships > Stage.
• In the “Opportunity Stages Picklist Values” section, click New.
• Add a Stage Name.
• Choose a Type from “Open”, “Closed/Won”, or “Closed/Lost”.
• Give the Stage a description (optional but best practice).
• Add a default Probability.
• Choose a Forecast Category from “Omitted”, “Pipeline”, “Best Case”, “Commit”, or “Closed”.
• Add your custom Stage to any relevant sales processes if you are using multiple record types.

Full Answer

How do I create an opportunity in Salesforce?

• Opportunities may have quotes, proposals and orders.
• Using Opportunities we can forecast sales in an organization.
• Opportunities are one of the most widely used and heavily customized objects on the platform.

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How to create a custom field in Salesforce?

• Field Label: Type
• Field Name: Type
• Values: Select Enter values, with each value separated by a new line
• Enter the following values: Website Blog Event Podcast Group Job Other
• At Required, select Always require a value in this field in order to save a record.

How to enter an opportunity in Salesforce?

To create an opportunity, go to the relevant Account or Contact detail page and follow these steps:

• Select the Create Opportunity option from the Create New drop-down list on the sidebar.
• Fill in the fields as much as you can or as required.
• Click Save when you're done.

How to name your Salesforce opportunities?

• On the Opportunities tab, click New.
• If your org has more than one record type for opportunities, select the type that best represents this opportunity.
• Give the opportunity a name: Get Cloudy - 50 Custom Sneakers.
• Select the account that the opportunity is related to.
• Select a close date for the opportunity.
• Select the opportunity’s current stage. ...

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How do you make a field a field required?

In the Navigation Pane, right-click the table and then click Design View. Select the field that you want to require always has a value. In the Field Properties pane, on the General tab, set the Required property to Yes.

How do you make a field universally required in Salesforce?

To make a custom field universally required, select the Required checkbox when defining the custom field....You can make the following types of custom fields universally required:Currency.Date.Date/Time.Email.Master-Detail Relationship (always required)Number.Percent.Phone.More items...

How do you make fields mandatory in lightning component?

To make an input field required on the client only, set required attribute to true in lightning:inputField . Use this attribute if you want to require a value in a field before the form can be submitted, and the field isn't marked required in Setup.

How many ways we can make field required?

You have 4 ways to make field required.. At the time of object Creation. Writing a trigger. Making it required on Page layout.

How do I make a custom field mandatory 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 make a standard field mandatory in Salesforce?

Make a Standard field 'Required' by using Page Layout in Lightning Experience User Interface:Click Setup.Click Object and fields.Select Object Manager.Select Object.Click Page layout.Edit 'Layout' and make the field to Required.

Which is the best way to make a field mandatory for all?

Which of the following is the best way to make the Field Mandatory for everyone? and why ?? Hi, Creating a Validation Rule for making a field will be the best possible solution for making a field as mandatory, As Page layout will be not be accessible while loading the data throught data loader.

Which of the following can be used to make a field required?

That said, the correct answer here is (C) Validation Rules.

How do I create a checkbox required field in Salesforce?

A checkbox cannot be marked as required because a checkbox always consists of a value - either true or false at any point of time. If at all you want to write a validation rule to say the checkbox should be always selected, you can do so using a validation rule.

Can we make a field mandatory?

Validation Rule: Field can be made mandatory from the Validation Rule, when it needs to be made mandatory for user who is using the same Page layout used by other users.

How do I change a field to not required in Salesforce?

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.

What are Salesforce Opportunity Stages?

Opportunity Stages are the various steps that a user must take to sell a product or service within your company, this is often referred to as a companies sales process.

Opportunity Stage Features

Whilst the Opportunity Stage field is a relatively simple concept, there is a lot going on behind the scenes that allow you to forecast and estimate the probability of success.

How to Create a Custom Salesforce Opportunity Stage

Creating a custom Sales process within Salesforce is easy, you simply need to create the stages with their relevant characteristics filled in, and then order them correctly.

Opportunity Stages Best Practices

Hopefully, after reading the above section, you feel skilled up on the typical use case of Salesforce Opportunity stages. But the most challenging part can often be deciding on the stage usage. After all, every customer and sales engagement won’t necessarily follow a linear path, however, most will go through a set of similar stages.

Conclusion

If you’re using Sales Cloud, the Opportunity object is one of the most important objects your users will be working with. This is why it’s so important to ensure that it is implemented correctly, and Sales operations are involved to ensure that the technology will support the people using it.