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Require Field Input to Ensure Data Quality

Require Field Input to Ensure Data Quality

Improve the quality of data that users enter in Salesforce by creating universally required fields.

Required Editions

Available in: both Salesforce Classic and Lightning Experience

Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

Connect Offline, Salesforce for Outlook, the Self-Service portal, Web-to-Lead, and Web-to-Case aren’t available in Database.com

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A universally required field is a custom field. It must have a value whenever a record is saved within Salesforce, the Lightning Platform API, Connect Offline, Salesforce for Outlook, the Self-Service portal, or automated processes, such as Web-to-Lead and Web-to-Case. Making a field required on a page layout or through field-level security ensures that users must enter a value. Making a field required universally gives you a higher level of data quality beyond the presentation level of page layouts.

You can make these types of custom fields universally required:

  • Currency
  • Date
  • Date/Time
  • Email
  • Master-Detail Relationship (always required)
  • Number
  • Percent
  • Phone
  • Picklist
  • Text
  • Text Area
  • URL

To make a custom field universally required, select the Required checkbox when defining the custom field.

Note
Note You must specify a default value for required campaign member custom fields.

If you make a user field universally required, you must specify a default value for that field.

Relationship group members don’t support universally required fields.

  • Considerations for Universally Required Fields
    A universally required field is a custom field. It must have a value whenever a record is saved within Salesforce, the Lightning Platform API, Connect Offline, Salesforce for Outlook, the Self-Service portal, or automated processes such as Web-to-Lead and Web-to-Case. Review the following considerations before making your custom fields universally required.
 
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