Slaesforce FAQ

how to turn on or off fields salesforce

by Verda Lueilwitz Published 2 years ago Updated 2 years ago
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From Setup, enter field service in the Quick Find box, then select Field Service Settings. Click the toggle to enable Field Service. After Field Service is enabled, adjust the settings.

Full Answer

How do I enable field service notifications in Salesforce?

From Setup, enter field service in the Quick Find box, then select Field Service Settings. Click the toggle to enable Field Service. After Field Service is enabled, adjust the settings. Since you want your workforce to stay informed about the work they’re assigned to do, under Notifications, select Enable notifications.

How do I disable shield platform encryption in Salesforce?

If you disable Shield Platform Encryption and can’t access data in fields that were previously encrypted, contact Salesforce for help. From Setup, in the Quick Find box, enter Platform Encryption, and then select Encryption Policy. Click Encrypt Fields, then click Edit. Deselect the fields you want to stop encrypting, then click Save.

How do I create a second Salesforce field service user?

Because only two Salesforce licenses are available in developer orgs, you must use the Salesforce admin's profile (that’s your profile) to create one field service user. Look at all the hats you can wear! You’ll create a second stellar mobile worker as part of the hands-on challenge for this unit.

How do I disable field history tracking in Salesforce apex?

Available in: Salesforce Classic ( not available in all orgs ), Lightning Experience, and the Salesforce app If Apex references one of an object’s fields, you can’t disable field history tracking for that object . From the management settings for the object whose field history you want to stop tracking, go to Fields.

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How do I disable a field in Salesforce?

0:071:14Learn how to disable your fields - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo what you do is you click the element go into the Advanced section and then select disabled. VeryMoreSo what you do is you click the element go into the Advanced section and then select disabled. Very simple you can even add you may want to add something for the user.

How do I restrict field editing 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 field history tracking in Salesforce?

From the management settings for the object whose field history you want to stop tracking, go to Fields. Click Set History Tracking . Deselect the enable history for the object you are working with—for example, Enable Account History, Enable Contact History, Enable Lead History, or Enable Opportunity History.

How do I enable field history?

Enable Field History TrackingFrom Setup, click Object Manager and select Account.Select Fields & Relationships, and click Set History Tracking.Select Enable Account History, then select these two fields to track: Has Support Plan. Support Plan Expiration Date.Click Save.

How do I set field permissions in Salesforce?

From Setup, enter Permission Sets in the Quick Find box, then select Permission Sets, or enter Profiles in the Quick Find box, then select Profiles.Select a permission set or profile.Depending on which interface you're using, do one of the following: ... Specify the field's access level.Click Save.

How do I restrict access to fields in Salesforce?

Select the profile you want to change. Click Object Settings and select the object for which you want to update the field settings. Click Edit. Under Field Permissions, for each field, specify the kind of access you want for users with this profile, and save your settings.

How do I enable field tracking in Salesforce?

From Setup, enter Object Manager in the Quick Find box, then select Object Manager.Click the custom object, and click Edit.Under Optional Features, select the Track Field History checkbox. ... Save your changes.Click Set History Tracking in the Custom Fields & Relationships section. ... Choose the fields you want tracked.More items...

What is field history in Salesforce?

Field history honors the permissions of the current user and doesn't record changes that occur in system context. Salesforce attempts to track all changes to a history-tracked field, even if a particular change is never stored in the database.

How do I enable object activities?

Go to Setup | Object Manager.Open the custom object from the list.On the Details click Edit.Select the Allow Activities checkbox under 'Optional Features'Click OK on the confirmation dialog to finalize.Save.

How do I enable field audit trail in Salesforce?

You define one HistoryRetentionPolicy for your related history lists, such as Account History, to specify Field Audit Trail retention policies for the objects that you want to archive. Then use Metadata API to deploy your policy. You can update the retention policy on an object as often as needed.

Where is a field used in Salesforce?

Find out where a custom field is referenced, such as in a formula or Apex class, with a click of the Where is this used? button. You can see where a field is used and where changes to the field appear before you edit it.

How many fields can you have in Salesforce?

For the Enterprise Edition, you can create 500 custom fields on an object plus install 400 fields from a managed package and 100 of those fields are limited to specific objects. Beyond 800 fields, you are limited to the following objects.

What happens when Salesforce decrypts data?

When data is decrypted, any functionality that was limited or unavailable when the data was encrypted is also restored. Salesforce notifies you by email when the decryption process is complete. Automatic decryption takes longer when you disable encryption on fields encrypted with a key that’s been destroyed.

Why does Salesforce take longer to decrypt?

Automatic decryption takes longer when you disable encryption on fields encrypted with a key that’s been destroyed. Salesforce notifies you by email when the process finishes. Long text area and rich text area field types can’t be automatically decrypted.

What happens when you turn off encryption on a shield?

When you turn off Shield Platform Encryption for a field, most encrypted data is automatically mass-decrypted. The decryption starts automatically after you disable encryption for specific fields and save your changes.

Can you turn off encryption on a file?

At some point, you might need to disable Shield Platform Encryption for fields, files, or both. You can turn field en cryption on or off individually, but file encryption is all or nothing.

How long does it take to create a Salesforce trailhead?

It typically takes 3–4 minutes for Salesforce to create your Trailhead Playground. You also use the playground when it's time to complete the hands-on challenges. Yes, we really mean a brand-new Trailhead playground! If you use an existing org or playground, you can run into problems completing the challenges.

What to do if you use Trailhead in a different language?

If you use Trailhead in a language other than English, make sure that your hands-on org is set to the same language as the challenge instructions. Otherwise you may run into issues passing this challenge. Want to find out more about using hands-on orgs on Trailhead? Check out Trailhead Playground Management.

Can you use Salesforce admins to create one field service user?

Because only two Salesforce licenses are available in developer orgs, you must use the Salesforce admin's profile (that’s your profile) to create one field service user. Look at all the hats you can wear! You’ll create a second stellar mobile worker as part of the hands-on challenge for this unit.

What is field level security?

Field-level security settings let you restrict users’ access to view and edit specific fields.

What is the difference between page layout and field level security?

Page layouts and field-level security settings determine which fields a user sees. The most restrictive field access settings of the two always applies. For example, you can have a field that’s required in a page layout but is read-only in the field-level security settings. The field-level security overrides the page layout, so the field remains read-only.

Can you define field level security?

You can define field-level security in either of these ways. For multiple fields on a single permission set or profile. For a single field on all profiles. After setting field-level security, you can: Organize the fields on detail and edit pages by creating page layouts. Tip.

Can you restrict Salesforce from seeing encrypted fields?

Restrict other Salesforce users from seeing custom text fields that you want to keep private. Only users with the View Encrypted Data permission can see data in encrypted custom text fields.

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