Search Content


Featured 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 Property Management Software Articles

Salesforce.com Silicon Valley City Tour


I had a chance to participate on a panel at the salesforce.com city tour in Santa Clara last week. I would say there were roughly 500 people in the audience, and it was fun for me to present as a salesforce customer. I was on the panel with Doug...

Read more about Salesforce.com Silicon Valley City Tour...

More on Cloud Computing from Dion Hinchcliffe


Dion Hinchcliffe recently provide a comprehensive overview of the status of cloud computing for the enterprise in his post, Enterprise cloud computing gathers steam. It is a good article for spinning your knowledge up on what this trend means...

Read more about More on Cloud Computing from Dion Hinchcliffe...