Default Field Values

Available in: both Salesforce Classic and Lightning Experience

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

Default field values automatically insert the value of a custom field when a new record is created. You can use a default value on a formula for some types of fields or exact values, such as Checked or Unchecked for checkbox fields.

After you have defined default values:

• The user chooses to create a record.
• The default field value is executed.
• Salesforce displays the edit page with the default field value prepopulated.
• The user enters the fields for the new record.
• The user saves the new record.

The user can change the field’s value but the initial default field value is only executed one time, during record creation. For example, you can set the default field value on a custom lead field to seven days after the creation date to signify when to contact the lead again. You can change this value later, but you can't automatically restore the value that was seven days after the creation date.

Set up default field values for the following types of custom fields:

• Checkbox
• Currency
• Date
• Date/Time
• Email
• Number
• Percent
• Phone
• Picklist
• Text
• Text Area
• Time
• URL

For a description of these types, see Custom Field Types.