Slaesforce FAQ

how to see what fields are required in salesforce

by Beverly Spinka Published 2 years ago Updated 2 years ago
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Field level requirements.

  • 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.

To find out which fields are required, go to the Go to... menu at the top right of the connector of the connector and click Salesforce Object Reference. The required field rows will say Required in the far right column.

Full Answer

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.

How do I make a field required at the field level?

Making a field required at the field level enforces it across all record types and page layouts. 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.

Is earlieststarttime and duedate required in Salesforce?

As per its description metadata, the fields EarliestStartTime and DueDate are required (i.e. they are marked as non-nillable, and also as creatable), and the field ParentRecordId it not required (i.e. it is marked as nillable).

How do I know if a field is required or nillable?

The required fields will have a red line beside them. This answer is inaccurate. There are fields that are marked as nillable but are in fact required, and viceversa. Take for instance the ServiceAppointment object.

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How do I find the required fields in Salesforce?

Bit of a slog this point and click method, but try these steps:Switch to Salesforce Classic mode.Navigate to Setup.Look for Field Accessibility under Security Controls.Pick an Object > View by Profile > Pick a Profile.Required Fields display in Red.

How do you show required fields?

How to indicate a required fieldProvide the required text in the label.Provide a graphic * image in the label with appropriate alt text.Providing a star (asterisk) symbol.Use of color to identify if a form control is required.Providing HTML5 and ARIA required attributes.

What is the required field in account object Salesforce?

To check what all fields are required you can use the object manager. Go to Setup->Object Manager->select your object->page layout->page layout. You can see the required field with a red astrict (*) mark there.

What are the required fields for contacts in Salesforce?

Required EditionsFieldDescriptionOther StreetThe street address in another address for the contact, up to 255 characters.Other Zip/Postal CodeThe zip or postal code in another address for the contact, up to 20 characters.Other PhoneAnother phone number for the contact, up to 40 characters.33 more rows

What are required fields?

Making a field required, mandates the user to enter a value while saving a record. This feature is available for Lead, Contact, Account and Deal fields. Note: Making a field mandatory affects your data imports, mobile app, integration, and lead conversion process.

How do you indicate optional fields?

SummaryKeep optional fields to an absolute minimum.Only indicate the optional fields with the word 'optional' beside it.

How do I remove a required field in Salesforce?

In Classic:Go to Setup | Customize | Leads | Page Layouts.Click Edit next to the Page Layout name.Click on the wrench icon for the Company field.Deselect the Required checkbox and click OK.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 hide a required field in Salesforce?

All you have to do now is find the field you'd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And you're all set, the field is now hidden from the page layout!

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...

What are compound fields in Salesforce?

Compound fields group together multiple elements of primitive data types, such as numbers or strings, to represent complex data types, such as a location or an address. Compound fields are an abstraction that can simplify application code that handles the values, leading to more concise, understandable code.

What is contact field?

A contact field is a property associated with a contact. A contact field is populated with specific information such as Address, City, Company, and so on. You may define any additional custom fields that you require to track contacts.

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.

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