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 VoIP Call Center Articles

Lessons from the back of the napkin


Tuesday’s event with Dan Roam was a lot of fun. He joined us at Adaptive Path to speak about his book The Back of the Napkin: Solving Problems and Selling Ideas with Pictures. Dan is a warm, funny speaker with a wealth of stories about using...

Read more about Lessons from the back of the napkin...

"404" Becoming Part of English Language


People who work in the IT industry have always used lots of jargon and acronyms which are largely a mystery to those in the outside world. However, some of these phrases have gone beyond the IT department and crept into everyday language. The number...

Read more about "404" Becoming Part of English Language...

Search Content


Featured Content

Content Categories


WhitePapers


How to Buy a Phone System

Considering a new phone system for your business? The Phone System Buyer's Guide from VoIP-News provides you with all of the information you need to make a more informed decision. The Guide helps you...Read More


Sales Force Automation Comparison Guide

Businesses of all sizes can benefit by automating all aspects of their sales processes with an SFA (Sales Force Automation) solution. But due to the sheer number of features that most SFA solutions...Read More


Oracle Magazine

Oracle Magazine contains technology strategy articles, sample code, tips, Oracle and partner news, how to articles for developers and DBAs, and more. Oracle (NASDAQ: ORCL) is the world's largest...Read More


Which CMS Is Right For Me?

If you're wondering which CMS is the right one for your organization, this comprehensive guide will take you through the various options available, detailing the pros and cons of each. Download...Read More




View All Whitepapers