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 “View Field Accessibility”. 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 Contact Management Programs Articles

Copywriting-How to Attract Venture Capital with Yo


Venture capital is the fuel, and often the igniting spark, of many young ventures. Unfortunately, new entrepreneurs find it difficult to connect to venture capital firms and many firms never see bright opportunities that flame out before attracting...

Read more about Copywriting-How to Attract Venture Capital with Your Writing...

Templates bring Docs to life


What do wedding planners, gas mileage calculators and photo albums have in common? They're all examples of templates available in the Google Docs Template Gallery that Sarah Beth Eisinger (Docs Templates engineer), Grant Dasher (intern), and I...

Read more about Templates bring Docs to life...