>>Go to the Field and Click on the Set Field-Level Security button which is besides the Edit. >>Click on Read Only Checkbox besides the User's Profile. Which makes the field Read Only for the users who are all having the same profile.
How do I make a matrix read only in Salesforce?
Then when the matrix appears, select the field and the profile that you what to change (i.e., field: annual revenue for the contact manager is editable). Click on that item or "cell" and change the field level security to read only. Go ahead and do the same for the other profiles that you wish to set to read only status.
How to make a field read only for the same user?
Greetings! >>Go to the Field and Click on the Set Field-Level Security button which is besides the Edit. >>Click on Read Only Checkbox besides the User's Profile. Which makes the field Read Only for the users who are all having the same profile.
How do I view the different fields in Salesforce?
The easiest way to do this is go to Setup \ Administration Setup \ Security Controls \ Field Accessability and select the object (accounts, contact, leads...) this is related to. You can then view the different fields by.
Why can’t I edit the read-only fields?
If you are the system administrator for your organization (check your profile), you will always have access to read-only fields. Try signing on as a user who does not have system admin rights. This type of user should not be able to edit the fields.
How do I make a field readonly in Salesforce?
Salesforce Classic:Click on Setup | Manage Users | User.Open the user record and navigate to 'Permission Set Assignments' section.Open the Permission Set assigned and go to System permission.Deselect the option 'Edit Read Only Fields'Save.
How do I turn off Lookup in Salesforce?
Scroll to the Custom Fields & Relationships related list. Click the name of the field containing the lookup filter. Click Edit. To deactivate the lookup filter, deselect Enable this filter , then save your changes.
Is lookup field mandatory on child object?
The related list is always on the parent object, and the lookup or master-detail field is always on the child object.
How do I get rid of the new button in lookup dialog Salesforce lightning?
From Setup > type 'User interface' > click on it. > Uncheck 'Show Quick Create' box and save.
What is Quick create in Salesforce?
The Quick Create feature allows users to create a new record quickly by entering just a few fields to create a new Account, Contact or Opportunity. Administrators have the ability to hide the quick create section from all overview pages.
Can parent object create lookup field?
The reason is parent object has the data and the child object will have the lookup field which will refer those data. Hence whichever object you create a lookup field will be the child object and the data which it refers to is considered as the parent object.
What is difference between master detail and lookup?
The Salesforce lookup relationship has no relation with other records. It does not depend on any other objects, whereas a master-detail relationship has an association with other records. On the other hand, the lookup relationship is just a reference. It can be even blank or NULL.
Can we convert lookup into master detail?
You can convert a lookup relationship to a master-detail relationship, but only if the lookup field in all records contains a value. And also We can convert the lookup relationship to master detail relationship only if all the existing record has valid lookup field values.