Slaesforce FAQ

how to remove mandatory field from page layout in salesforce

by Ms. Jaunita Kuhlman Published 2 years ago Updated 2 years ago
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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.

Go to Page Layout >> Click Fields >> Uncheck Required Check Box.Nov 21, 2016

Full Answer

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.

How do I change the page layout in Salesforce?

In your Salesforce Setup page, go to Object and Fields -> Object Manager. Select the Object that you want to edit. Select Page Layout page and choose the Page Layout you want to edit. On the Page Layout editor, double click the Custom field and check the checkbox to mark it as Required.

How to remove required fields from a page layout?

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.

How do I edit a Salesforce field that is not supported?

Sign in to Salesforce as an administrator. In your Salesforce Setup page, go to Object and Fields -> Object Manager. Select the Object that you want to edit. Select Fields & Relationships. Select the non-supported Salesforce field you have identified earlier. Click Edit.

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Can we remove mandatory field from page layout in Salesforce?

If you go to the custom field and edit it, you should be able to uncheck that option. Then you can remove it from your page layouts or delete it all together.

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

How do you make a field not required in page layout?

Click Page layout. 6. Edit 'Layout' and make the field to Required....Options not available on standard fields, such as Required, Unique or External IDGo to any record and click edit layout.Click the wrench icon.Select the Required Option and save the layout.

How do I disable a required field in Salesforce?

You can't remove the Required field but you can hide that. 1) Change the field type from Name to Auto Number. 2) Now in the Page layout remove that name field. I hope it helps you.

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).

How can Maria remove a visibility settings from a page layout?

Remove a Visibility SettingFrom. , select Setup.Click Object Manager and select Knowledge.Click Page Layouts.Click Procedure - Reader.Scroll down to the Properties section.Hover over the Visible in Internal App field.Click the. button.Click Save.

How do I bypass required field validation in Salesforce?

Salesforce Validation Rule Bypass Using a Custom PermissionCreate a Custom Permission.Create a Permission Set and mark the Custom Permission as active in that set.Assign users to the Permission Set who should be able to bypass the Validation Rule.A a line to the Validation Rule that references the Custom Permission.

How do you make a field mandatory in a page layout in Salesforce?

Click on gear icon then Setup > Object Manager.Choose the object > Page Layouts.Select the page layout that you use on the object.Click on the wrench icon beside the custom field that you will make required.Select the Required checkbox.Click on Ok, then click on Save.

How do I remove a standard field in Salesforce?

Required Editions and User Permissions 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.

What type of field is always required on a page layout?

'Always On Layout' fields are fields that must be on the page layout and cannot be removed from the Page Layout.

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...

What are the different ways to make a field mandatory?

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 to Create a Page Layout in Salesforce

Head over into Setup > Object Manager > [find the object you want to work with] > Page Layouts.

Assign a Salesforce Page Layout

You can have multiple page layouts for different profiles or record types. For example, on the Account object, you might have page layouts for Customers, Competitors and Partners.

What about Dynamic Forms?

Great question. We can take our Salesforce page layout design to the next level by using Dynamic Forms. However, this feature is not yet available for standard objects and the traditional page layout still controls things such as:

What is page layout in Salesforce?

Page layouts in Salesforce govern the display of data records for users. Page layouts enable changing elements from a page, removing and adding fields, sections, links, as well as add custom Visualforce code.

How to make a field read only?

1. Add / Remove fields. 2. Set field properties: Make the fields mandatory for certain or all profiles. Make the field read-only. Note: When a field is made mandatory during creation, it stays a mandatory field for all profiles and users, and can’t be manipulated differently in page layouts as well. 3.

Handling required Salesforce fields in the Field validation step

The Field validation mapping step in the Salesforce connector setup process includes all Salesforce universally required fields that do not have a default value for the five standard objects in your Salesforce account: Lead, Contact, Account, Event, and Case.

Default values for universally required fields

We recommend that you always set a default value for universally required fields in your Salesforce organization. Once done, these fields will be removed from the Field validation mapping step of the Salesforce connector setup wizard.

Field types in the Field validation mapping step

The Field validation mapping step handles two types of fields: those that are supported by the integration and those that are not supported.

Requirements

To handle supported and non-supported Salesforce universally required fields, you will need:

Handling supported Salesforce universally required fields

In the Salesforce connector setup, go to the Field validation tab (Figure 1). Figure 1. Validation field mapping.

Handling non-supported Salesforce universally required fields

To handle non-supported Salesforce universally required fields, you need to identify which non-supported fields are blocking the integration.

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