Contents
How do I make an address required field in Salesforce?
- Click on gear icon then Setup > Object Manager.
- Choose the object > Page Layouts.
- Select the page layout that you use on the object.
- Click on the wrench icon beside the custom field that you will make required.
- Select the Required checkbox.
- Click on Ok, then click on Save.
How do I change my billing address in Salesforce?
In Salesforce Classic
- Click Setup | Customize | Accounts, Contacts or Orders| Page Layouts.
- Click on Edit on the page layout.
- Scroll down to the ‘Address Information’ section that contains the Billing and Shipping address (for Account and Order) or Mailing and Other Address (for Contact).
How do I rename an address field in Salesforce?
To rename a Salesforce standard field, please go to “Rename Tabs and Labels” in Setup and find the object the field is on. Click on “Edit” next to the object’s name.
Do you have to have address fields in Salesforce?
Would be great if we could chose to require the address fields on an account. The only solution is to use a validation rule to make those fields required, which wouldn’t indicate to the user creating a new account on edit that those fields are required to save.
Where can I find information about my Salesforce account?
Click the account name to view details about the account. When you open the account record, you see the information collected on the company as a list of records related to it, such as people who work there, deals in the works, service requests, uploaded documents, and more.
How to set up address verification in Salesforce?
Select the address verification service you want to use and enter the appropriate information, such as your Auth Token or other fields that appear when you select different services. For more specific guidance on the individual verification services available, contact those service providers directly.
Who are the contacts in a Salesforce account?
One of the most important things you need to know about a company is who works there and how to reach them. In Salesforce, the people who work at your accounts are called Contacts. Your contacts at Get Cloudy Consulting are Alan Johnson and Leung Chan.