Click on the gear in the upper right, and click Edit Object. Click on the Fields and Relationships link on the left hand side, then search for the field you want to make required. Click the Edit button next to the field. Check the Required checkbox.
- Click on Setup.
- Go to Quick Find and enter Object.
- Choose the object.
- Under the Custom Fields & Relationships, select the custom field that you will make required.
- Click on Edit and under the General Options section select Required.
- Click on Save.
How do I make a required field in Salesforce?
How to do it: Navigate to a record of the object that has the field you want to make required. Click on the gear in the upper right, and click Edit Object. Click on the Fields and Relationships link on the left hand side, then search for the field you want to make required.
Why am I getting standard required field error message in Salesforce?
Opportunity Close Date is Standaed Field which is Mandatory by defaulted in Salesforce. So before the custom validation rule the Standard Rquired Fields checking will be fired by Salesforce. You are getting the standard required field error message.
Is opportunity close date mandatory in Salesforce custom Validation rule?
Opportunity Close Date is Standaed Field which is Mandatory by defaulted in Salesforce. So before the custom validation rule the Standard Rquired Fields checking will be fired by Salesforce. You are getting the standard required field error message. So here you don't have to worry about the making the closedate as mandatory.
How do I make a field required?
PAGE LAYOUT - The easiest way to make fields required is on the page layout. This ONLY makes the field required on that layout (for example, Birthdate is a required field on the Child Contact layout but not the Adult Contact layout). How to do it: Navigate to a record you want to make the field required on.
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 add an existing opportunity to a campaign in Salesforce?
Drag the Primary Campaign Source field from the grey bar on the top of the screen onto the page layout. Drop the field in a section that is highlighted green. Click the Save button. Go back to an Opportunity record and refresh the browser.
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 change the campaign type in Salesforce?
From Setup, enter Campaigns in the Quick Find box. Then click Campaigns.Under Campaigns, click Fields.Click the Type field.Modify the campaign type picklist values as needed.
How do you link an opportunity to a campaign?
To make this field visible or editable in Lightning Experience:Click the gear icon.Click Setup.Click Object Manager.Select Opportunity.Go to Fields & Relationships.Go to 'Primary Campaign Source'.Click Field-Level Security.Select the box for the profiles that this field should be visible or editable to.More items...
What do you need to do to add a campaign to a campaign hierarchy?
Required Editions and User Permissions Create or open the campaign record of a campaign that you want to use as a child. In the Parent Campaign field, select the campaign to use as the parent. To see where in the hierarchy a campaign appears, open the campaign record and click View Campaign Hierarchy.
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 you make a field mandatory based on another field in Salesforce?
Create validation rule in Salesforce ClassicClick Setup.Click Customize | [the object you need to modify] | Validation Rules.Click New.Enter the Validation Rule name.Set the Validation Formula as per the suggestion above, feel free to adapt to your needs.Set the error message that the User will receive.More items...
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...
What are campaign types in Salesforce?
Narrow down your campaign types Standard values include Advertising, Direct Mail, Email, Telemarketing, Banner Ads, Seminar/Conference, Public Relations, Partners, Referral Program, and Other.
What is campaign member type salesforce?
The Campaign Member Type is first established when creating a new Campaign. When you need to change the Campaign Member Type, you will need to do this from the Parent Campaign and not the individual Campaign Member records. You must first ensure that you have the Campaign Member Type field visible on the Campaign.
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.