Search Content


Content Categories



How to make a field Read-only in Salesforce.com

A few days ago I got an e-mail asking for some help in Salesforce.com - † How to make a field as Read only in GUI. For ex: In Account Tab, i want to make a Phone Field as Read Only in GUI. when we click on Edit on an Account, in that I want to disable that textbox related to Phone field. How can I do this?


So, the assumption is somehow they are entering the phone number data in to SFDC by means of a data-load. They want users to view the phone number, but not edit it. This is actually fairly easy to do using Page Layouts and field level security. Just go to Setup - Customize - Contacts. Click on the field you want to control permissions for (in this case Phone) and then click on ďView Field AccessibilityĒ. On that page you can control Field Access by Role! You will of course need Salesforce.com Admin privileges to make this change.

Profile & field permissions




Related Direct Sales Software Articles

Microsoft ERP, CRM, Oracle Teleconference Deal


Freiburg, Germany-based Jedox, an open source software company, has announced the availability of Palo BI Suite 3.0, described by officials as a corporate performance management product for a "single version of truth." Three chords and red guitar...

Read more about Microsoft ERP, CRM, Oracle Teleconference Deal...

Devilís Dictionary for High Tech - Part 1


The Devilís dictionary is a book created in the early 20th century by American Ambrose Bierce containing sarcastic, ironic and witty re-definitions of words. e.g PAINTING, n. The art of protecting flat surfaces from the weather and exposing them...

Read more about Devilís Dictionary for High Tech - Part 1...