Did you know you can set field properties as ‘Read Only’ or ‘Required’ on multiple fields whilst editing the page layout?!
No more setting properties one field at a time…
Edit your chosen page layout
Click on a field you want to edit the properties on (you’ve done it right if the field is highlighted blue)
With the first field still selected, press Ctrl on your keyboard and then select any other fields you want to update
Click the spanner on any of the selected fields
Choose your field properties for each field (they don’t have to be the same)
Click ‘OK’
Once you’re happy, save your page layout and marvel at how fast that was!
Don’t forget, this only makes your field read only or required on this page layout; it doesn’t affect any other page layouts or make a field universally read only/required.
I am a 4 x certified Salesforce Administrator, working for a global engineering company in Bristol. With 4 years’ experience managing Salesforce platforms, I have extensive hands-on experience implementing change, increasing adoption and driving best practice.
After successfully migrating to Lightning over 2 years ago, I am passionate about helping you get the most out of the enhanced declarative capabilities and powerful user interface.
I am also part of the Lightning Champions program, and look forward to sharing my knowledge and solving business challenges using the power of the Lightning platform.
Inspired by Salesforce’s philosophy of giving back, I volunteer as a mentor and guest trainer with the Salesforce Supermum’s program.
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