Slaesforce FAQ

how to make contact first name required salesforce

by Telly Mertz DDS Published 2 years ago Updated 2 years ago
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How to personalize contact first name in marketing cloud email.

  • In the Marketing Cloud, navigate to Email Studio.
  • Click Subscribers.
  • Click Profile Management.
  • Select an existing attribute or create a new one.
  • Click the Salesforce tab within the attribute properties.
  • Select the field to map the attribute.
  • Repeat to map each attribute to a field in the Sales or Service Cloud.

Full Answer

How to add account first name and last name in Salesforce?

if you need Account first Name and Last Name as seperate fields to any object, you can do as below: In custom object --> create a formula field --> return type as Text --> enter a formula as --> Account.FirstName. save it. For Last Name: enter a formula as --> Account.LastName. hope this works. I still need help.

Is the first name and last name field of contact mandatory?

Bookmark this question. Show activity on this post. This is a generic question. I was trying to make the first name and last name field of contact mandatory. Currently only the first name is mandatory.

How to add first name and last name to custom object?

condition: for custom object, we need to have lookup relationship for Account. if you need Account first Name and Last Name as seperate fields to any object, you can do as below: In custom object --> create a formula field --> return type as Text --> enter a formula as --> Account.FirstName. save it.

Is it possible to make Firstname and lastname required fields?

Because this is a standard field, I don't think there's a lot you can do with this with respect to making them required fields. A workaround would be to create a validation rule that checks whether or not both FirstName and LastName are filled. This would return true if FirstName or LastName is blank.

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How do you make a first name required on contact in Salesforce?

Setup | Customize | Contact | Validation Rules | New.Enter Rule Name and Description.Enter formula code ISBLANK( FirstName )Enter the error message.Select the Location where the error will be displayed.Click Save.

Is Last name a required field in Salesforce?

The primary "name" field of each object is always required, and may not be changed. Account Name, Last Name (lead, contact), Opportunity Name, Product Name, Pricebook Name, etc... all are required by the system. Some objects use an auto-number field, in which case that will be the required field (it will be read-only).

How do I create a unique username in Salesforce?

Make a new text field, call it Name__c . Mark it as unique, length... probably 80, same as Name field length. Create new Workflow rule with condition ISNEW() || ISCHANGED(Name) || ISBLANK(Name__c) and the action should be a field update that simply has Name in the formula that determines new value.

What is name field in Salesforce?

Local name fields are additional standard text fields that allow you to define original or translated text for certain fields on Account, Contact, and Lead objects. For example, you can define local name fields for a contact so that their name appears in a language appropriate for their locale.

How do I make an address field required in Salesforce?

Click on the gear icon then Setup > Object Manager.Choose the object > Fields & Relationships.Select the custom field that you will make required.Click on Edit and under General Options select Required.Click on Save.

How can you make a 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...

Is name field unique in Salesforce?

By default, Salesforce object names can be either user-provided or auto-generated. Auto generated names are unique, but quite simple — just a sequence number with optional prefix/suffix (e.g., CNTRCT-012412). User-provided names can be complex (anything a user wants!) but are not unique.

How do you make a unique field combination in Salesforce?

All you have to do is create a new "Matching Rule" on your desired object (Standard or Custom), activate it, and then create a new "Duplicate Rule" and have it use the "Matching Rule" you just created/activated. Easy peasy!

What is the use of unique field in Salesforce?

The 'Unique ID' field is a setting which prevents the same value from being used in multiple records for any specific field. External IDs are often created with the 'Unique ID' setting so that the External IDs will be unique to each record.

How do I create a name field in Salesforce?

0:324:03How to Create a Custom Field in Salesforce (Salesforce Classic)YouTubeStart of suggested clipEnd of suggested clipOnce in the object manager. Find the contact object. And in the fields in relationship section clickMoreOnce in the object manager. Find the contact object. And in the fields in relationship section click new now you can pick which type of field you want to create.

What is the difference between field label and field name in Salesforce?

Field Label - How the field is displayed in the user interface in areas such as record detail pages, search results, and list views. API Field Name - The name of the field, as used programatically in Apex, or any of the APIs (Rest, SOAP, Bulk, etc).

What is label name in Salesforce?

Custom labels enable developers to create multilingual applications by automatically presenting information (for example, help text or error messages) in a user's native language. Custom labels are custom text values that can be accessed from Apex classes, Visualforce pages, Lightning pages, or Lightning components.

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