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 Social CRMs Articles

Benioff to join TechCrunch 50 Expert Panel


Marc Benioff is no stranger to Web 2.0, but it’s interesting that he’s not only going to watch TechCrunch 50 next month, he’s joining the panel of experts who will sort through the best of the best Web 2.0 companies and...

Read more about Benioff to join TechCrunch 50 Expert Panel...

Going After the Long Tail?


Charles Fitzgerald recently posted an article on the elusive long tail market. The article mentioned some interesting stats on Salesforce's top-heaviness - a small number of enterprise customers account for more than 40% of their user base. Which...

Read more about Going After the Long Tail? ...