Search Content


Featured 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 Customer Relationship Management Articles

Be Quick or Be Dead


Aside from being the title of a great song from one of the greatest rock bands ever -Iron Maiden- Be Quick or Be dead is a great metaphor for today’s business environment. No matter how you look at it speed is picking up and someone will take...

Read more about Be Quick or Be Dead...

Hidden Costs of Cloud Computing


George Lawton recently provided a post describing how "as with SOA, some development costs obscured by cloud computing." He extensively quotes iTKO’s John Michelsen and this is greatly appreciated. George writes that while cloud computing holds...

Read more about Hidden Costs of Cloud Computing...