Easily Hide Mandatory Field into the Conversion Agreement

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How to Hide Mandatory Field into the Conversion Agreement

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small servicenow today we will cover the UI policies and to explain quickly what a UI policy is a UI policy allows you allows you to modify or configure a field on a form and also by applying conditions you can make the field hidden mandatory or read only in our scenario we will make on our demo we will make the field uh well set a field to read only make another field mandatory and also hide some Fields so to go directly into the demo uh we are on the incident record and as you can tell the this is a brand new record it has not been created as you can see there are some fields that already set to mandatory so what we will do is um in this demo if uh we would set the conditions as category software and some category email what will happen is the service and the service offering field will be hidden so they will disappear and then the description field will become mandatory and the configuration item will be set to read only so lets go ahead and create a UI policy and there are two wa

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How do I mark a field as mandatory in Salesforce?

On the page layout Click on Setup. Go to Quick Find and enter Object. Choose the object. Under the Page Layouts section, Click on Edit on the page layout that you use on the object. Click the wrench icon beside the custom field that you will make required. Select the Required checkbox. Click on Ok, then click on Save.

How can the mandatory fields be identified?

A distinctive sign (* symbol, mandatory mention, etc.) must be provided in the label of each mandatory field. If a symbol is used to declare mandatory fields, a statement placed at the beginning of the form must indicate that the symbol stands for a mandatory field.

How do I add custom fields to Salesforce leads?

Step 1: Create a new Lead custom field to capture the new information Scroll down and click New button next to Lead Custom Fields. Enter the Data type for the field and the appropriate label for the field. Click Save. Optionally, map this lead field to Accounts, Contacts, and Opportunities if the lead is converted.

Can we make a field mandatory?

Modified on: Fri, 5 Mar, 2021 at 10:39 AM. You can make a field mandatory while creating or editing a field under Admin Setting. Making a field mandatory requires the user to enter a value while saving a record. This feature is available for Lead, Contact, Account and Deal fields.

What is field mapping in the lead conversion process?

When you convert lead records, standard lead fields map to contact, account, person account, and opportunity fields. If you use custom fields, your admin specifies the fields that they map to in your newly created records. Lead Field. Maps to. Address.

How do you map custom lead fields for lead conversion?

1:52 3:33 Um essentially all youre doing is you are clicking down to find the the lead field on the left handMoreUm essentially all youre doing is you are clicking down to find the the lead field on the left hand side and mapping it to an account field on the right hand side um.

What can custom lead fields be mapped to?

A custom lead field can map to custom account, contact, and opportunity fields simultaneously. Each target field can have only one source field mapped to it. You cant delete a field thats included in Lead Custom Field Mapping.

How do I map custom fields in lead conversion in Salesforce?

Map Your Custom Lead Fields From the object management settings for Leads, go to the Fields Relationships, and then select Map Lead Fields. For each custom lead field, choose the field into which you want the information inserted when you convert a lead. Save your work.

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Hide Mandatory Field into the Conversion Agreement