How to Create Email Field Type in Salesforce

In this Salesforce tutorial, we will learn how to create an email field type in Salesforce, and we can use it to enter an email address that is validated to ensure proper format. We can use the email field anywhere users want to enter an email. Moreover, we will focus on some of the practical scenarios for implementation.

Recently, I worked in the Salesforce company that is placed in the USA. While working here, I got a task where I needed to enter an email address of up to 80 characters under the contact details of employees working there. I use the Email Field Type, present under the Field and Relationship, to fulfill this requirement.

So, as a solution, I discovered the Email field that helps in sending emails to employees of up to 80 characters with proper format. It is a custom field that permits us to enter the emails, which is validated to ensure proper format. Let’s go into more detail about creating the Email field type in Salesforce Lightning and Salesforce Classic.

Email field type in Salesforce

The email field type is defined as one that permits the users to enter an email address of up to 80 characters, which is verified to ensure the proper format. If the email field is defined for the leads and contact only, users can select the addresses when clicking send email.

Note: There is a custom email address that cannot be used for mass emails.

For example, there is a company in the USA, and many employees are working in this company. There is a need to add Emails under all the contact sections, which are used to send official emails to the employees. This email address is added by simply using the email data type, which is present under the Field and Relationship.

Now, let’s move further and see how to create the email field type in Salesforce Lightning and Salesforce Classic.

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How to create an email field type in Salesforce Lightning

Here we are creating an email field type in Salesforce Lightning. Here we are taking an example we are using the contacts object inside the contact object we want to add the employee email as an email field.

There is a company in the USA, and many employees work there. There is a need to add Emails under all the contact sections, which are used to send official emails to the employees. This email address is added by simply using the email data type, which is present under the Field and Relationship.

If you want to learn how to create the email field type in salesforce lightning, follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup, and another one is Service Setup. Here we are clicking on the Setup option.

After clicking on the setup option, the setup page is open. Click on the Object Manager at the nav bar near the home tab.

Step-2: The Object Manager page opens after clicking on the Object Manager. Here we can see lots of objects are present. Here we want to select the contact object. To select the contact object, enter the contact object in the search box. The contact object comes at the top, click on the contact object.

Step-3: The contact object page opens after clicking on the event object. Under this contact object page is a details section with field and relationship options. Click on the fields and relationship option.

Step-4: The field and relationships page opens after clicking on the field and relationship option. To create the field type, click on the new button at the top of the field and relationship page.

Step-5: After clicking the new button, the data type page opens. There are lots of data types present on the page. Here we select the email type field at the bottom of the page.

The Email field type permits the users to enter an email address of up to 80 characters, which is verified to ensure the proper format. If the email field is defined for the leads and contact only, users can select the addresses when clicking send email.

Step-6: The contact new custom field page opens after clicking the next button. Now enter the details, first fill the field label as Employee Email after that fill the field name by simply clicking on the field, and the field name is automatically filled, then fill the description if you want to fill otherwise leave the field the same.

After that, click on the next button presented at the top and the bottom of the page.

Step-7: After entering the details, now established the field-level security. Select the profiles we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

Click on the visible checkbox and then click on the next button at the top and the bottom of the established field-level security page.

Step-8: After establishing the field-level security, now add the custom field to the page layout. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.

Step-9: After clicking on the save button. The email field type is created, go to the app launcher and enter sales in the search box. Select sales, open the sales page, and then select the contact object in the nav bar.

The contact object page is open, here you can see that on the right side of the page, there is a details section and under this section, we can see that the email field type is created, and we can enter the employee email related to the employee email column in the email field.

This way, we understand how to create the email field type in Salesforce Lightning. Let’s Proceed and learn how to create the email field type in Salesforce Classic.

Read How to Create Date Time Field Type in Salesforce

How to create an email field type in Salesforce Classic

Here we are creating an email field type in Salesforce Classic. Here we are taking an example. We are using the Lead object inside the Lead object, we want to add the Lead Email Address field as a lead field.

If you want to learn how to create the email field type in Salesforce Classic, follow these steps:

1: First log in to the Salesforce account, when we log in, the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

After clicking on the switch to Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.

2: The setup page is open after clicking on the setup option. Enter the lead in the Quick Find Box. The Leads object comes at the top, click on the Lead drop-down menu. The drop-down list is open, under this drop-down list there is a field option. Click on the field option.

3: The leads custom field page is open after clicking on the fields option. Scroll to the bottom of the page, there is a lead custom field and a relationship section. For creating the new field click on the new button.

4: After clicking the new button, the data type page opens. There are lots of data types present on the page. Here we are selecting the email data type field at the bottom of the page.

The Email field type permits the users to enter an email address of up to 80 characters, which is verified to ensure the proper format. If the email field is defined for the leads and contact only, users can select the addresses when clicking send email.

5: The contact new custom field page opens after clicking the next button. Now enter the details; first, fill the field label as Lead Email Address after that, fill the field name by simply clicking on the field, and the field name is automatically filled, then fill the description if you want to fill it otherwise, leave the field the same.

After that, click on the next button at the top and the bottom of the page.

6: After entering the details, now established the field-level security. Select the profiles we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

Click on the visible checkbox and then click on the next button at the top and the bottom of the established field-level security page.

7: Add the custom field to the page layout after establishing the field-level security. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.

So, with this, we have learned how to create an email field type in Salesforce Classic.

Conclusion:

If the email field in Salesforce is defined for the leads and contact only, users can select the addresses when clicking send email. The email field type is defined as one that permits the users to enter an email address of up to 80 characters, which is verified to ensure the proper format.

I hope you learn how to create an email field type in Salesforce. Also, I have explained step by step how to create the email field type in Salesforce Lightning and in Salesforce Classic.

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