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 Web Based CRM Articles

Accessible View: An ARIA for web search


From time to time, our own T.V. Raman shares his tips on how to use Google from his perspective as a technologist who cannot see -- tips that sighted people, among others, may also find useful. In the spirit of a recent post discussing some of our...

Read more about Accessible View: An ARIA for web search...

DreamHost Web Hosting Servers for File Backup


Most web hosting providers do not allow customers to use server space for storing file backups and there have been instances where personal files were deleted from the server without any...

Read more about DreamHost Web Hosting Servers for File Backup...