Slaesforce FAQ

how to remove field from page layout in salesforce

by Bonnie Fisher Published 2 years ago Updated 2 years ago
image

You can remove them from page layout. Goto page layout of your custom object>drag and remove fields from page layout. You can't remove required fields but you can remove standard fields like owner, created by,last modified by from page layout.

First, if it's a custom field and you're just trying to get rid of it, select “Fields & Relationships” from the left-hand column. Then, find the field you'd like to delete and click the menu arrow on the right-side of its row. Then select “Delete” from the drop-down menu.Feb 12, 2020

Full Answer

Is it possible to delete a field from the page layout?

Yes, if you delete a field, it is automatically removed from the page layouts. But it is always better to keep those fields in the back-end for some time, before it is being deleted permanently.

How to change the page layout for leads in Salesforce?

Let’s take an example of the Lead Object. You can open the page layout for Leads by navigating to Setup >> App Setup >> Customize >> Leads >> Page Layouts. As you can see from the below screenshot, trying to remove the Email field from the page layout gives an error-

Can a Salesforce admin control the page layout of an object?

A salesforce admin can control what fields are on the page layout of an object. However there are certain fields in the page layout of an object that cannot be removed from the page layout.

Why formula fields are not available in edit page in Salesforce?

They are read only fields and hence they are not available in Edit page. You can put some logic in formula field to fetch the value from other field or object. Lakshman's approach looks fine.

image

How do I remove fields from a page layout in Salesforce lightning?

0:020:52How to Remove Fields from Display in Salesforce Lightning - YouTubeYouTubeStart of suggested clipEnd of suggested clipWelcome to my guide in this guide we will learn how to remove fields from display in SalesforceMoreWelcome to my guide in this guide we will learn how to remove fields from display in Salesforce lightning. Click on accounts tab click on deer icon. Click on new enter a listview name list API name

Can we remove standard field from page layout in Salesforce?

Tip You can't delete standard fields, but you can remove them from your page layouts. Navigate to the fields page for your object. Click the field label. To add custom help text, click Edit.

How do I remove a field from edit layout in Salesforce?

1:318:38How to create and edit page layouts in Salesforce | (On viewer's request)YouTubeStart of suggested clipEnd of suggested clipIf you want to remove this field we can simply click on this minimize or remove button over here toMoreIf you want to remove this field we can simply click on this minimize or remove button over here to remove it customer priority. We can change it like this and if in case we won't do like set.

How do I remove a field from a lightning page?

Setup > Customize > Leads > Page Layout > Edit removes the fields from the Detail page layout.

How do I hide a field for a profile in Salesforce?

1:454:57Salesforce Lightning - Hiding Sensitive Fields - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd what we're going to see is that there's lots of information that we can can work with here. ButMoreAnd what we're going to see is that there's lots of information that we can can work with here. But specifically what I want to do is to go after the the settings the field level security settings.

Can you delete a standard field?

Standard fields are default fields built-in to Salesforce. They can not be deleted.

How do I customize page layout in Salesforce?

Log into Salesforce and click Setup in the top right-hand corner of the page.In the left menu, under App Setup, click Customize.Under Account, Opportunity, Product, Work Order or Asset, select Page Layouts. ... Click Edit beside a page layout.More items...•

How do I remove a field from highlights panel in Salesforce?

On the Highlights Panel Properties page, click a box to edit the fields in it. Use the drop-down list to choose the type of information to include in each field. To leave a field blank, choose None .

How do I remove lead status field from page layout?

Since you dont want to use Visualforce page the only way I can think to remove Lead Status is by renaming the field and use it for some other purpose (but remember you can only rename the field label and customize the picklist values, it still cannot be removed from page layout).

Can I delete fields in Salesforce?

From the management settings for the field's object, go to Fields. Click Del next to the name of the field. When prompted, select the Yes, I want to delete the custom field checkbox to confirm, and click Delete.

How will you delete a field?

Delete a field from a table. In the Navigation Pane, right-click the table, and then click Design View. In the table design grid, select the field that you want to delete, and then press DEL.

How do I add a field to a page layout in Salesforce?

Add fields.In Salesforce Classic, click Setup.Search for and click Task Page Layouts under Build > Customize > Activities.Add a page layout or edit an existing one. ... Drag a field, such as Call Duration, from the Task Layout list to the Task Detail section. ... Above the Task Layout list, click Save.

How do I make a standard field not required in Salesforce?

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.

Can we delete standard object in Salesforce?

You can't delete the definitions of standard objects. If you don't want them to be available to your users under any circumstances, you should remove all object-level permissions ("CRUD") from all of your profiles for those objects.

How do I remove a field from mandatory in Salesforce?

Go to Page Layout >> Click Fields >> Uncheck Required Check Box.

How do I hide a field based on another field in Salesforce?

I think you can't hide fields depending on values in other fields. Most user will set up a validation rule (VR) because Salesforce doesn't support this but if you to hide you can only do this by creating custom validation.

Can you delete a field from a page?

2. Yes, if you delete a field, it is automatically removed from the page layouts. But it is always better to keep those fields in the back-end for some time, before it is being deleted permanently. As mentioned by you in your question, it would be better to remove field permissions, doing so, you won't have to remove fields from page layout as ...

Can you delete a custom field?

You can’t delete a custom field that’s referenced elsewhere. For example, you can’t delete a custom field that’s referenced by a field update or Apex. You can’t delete a field if that field is being updated by a background job, such as an update to a roll-up summary field.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9