Salesforce Email Field

The Salesforce email field is where users want to enter an email address, which is validated to ensure proper format.

Recently, I worked in a Salesforce company. I was asked to enter an email address of up to eighty characters under the contact details of employees. I used the Email Field Type, present under the Field and Relationship, to fulfill this requirement.

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 in Salesforce permits users to enter an email address of up to 80 characters, which is verified to ensure the proper format. Users can select the addresses when clicking send email if the email field is defined for leads and contacts only.

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

For example, there is a company with many employees. Emails are needed under all the contact sections 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 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.

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There is a company, lots of 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.

Here are the following steps:

1. Log into your Salesforce account –> Click on the gear icon –> Select the Setup option –> Click on the Object Manager tab.

Salesforce Email Field

2. Now, enter the contact in the search box and select the standard contact object.

How to create an email field in Salesforce

3. Now click on the fields and relationship option that is present under the details section.

How to create email field

4. Here, we want to create a new field, so for this, we click on the new button.

Email field Salesforce

5. Here, we select the email checkbox field at the bottom of the page. The Email field permits the users to enter an email address of up to 80 characters, which is verified to ensure the proper format. Click on the Next button.

Salesforce create an email field

6. Now enter the details; first, fill the Field Label as Employee Email. After that, fill the Field Name by simply clicking on the field. Click on the next button.

Salesforce email field length

7. Now establish the field-level security. Select the profiles to whom we want to grant edit access to this field via field-level security. Click on the next button.

How to create email field Salesforce

8. 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. Click on the save button.

How to create email field Salesforce

9. Go to the app launcher and enter sales in the search box. Select sales, and then select the contact object from the nav bar.

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Our contact record page is open. Select one record. Under this record, the email field type is created, and we can enter the employee email related to the employee email column in the email field.

Create Email Field Type in Salesforce

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.

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How to create an email field type in Salesforce Classic

Here, we are creating an email field type in Salesforce Classic.

Consider a scenario: We are using the Lead object inside the Lead object; we want to add the Lead Email Address field as a lead field.

Here are the following steps:

1. Login into the Salesforce Account –> Click on the Profile Picture –> Select Switch to Classic Version option –> Click on the Setup option.

How to create an email field type in Salesforce

2. Enter the lead in the Quick Find Box, then click on the leads drop-down arrow. The drop-down list is open and select the fields option.

Create an email field type in Salesforce

3. Here, we want to create a new field. So, for this, we click on the New button.

Salesforce create an email field

4. Here, we select the email field checkbox and click on the next button.

How to create email field in Salesforce

5. Now enter the details: first, fill in the Field Label as Lead Email Address. After that, fill in the field name by simply clicking on it. Click on the next button.

Create email field in Salesforce

6. Now establish 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 Next button.

Salesforce create email field

7. Now, add the custom field to the page layoutSelect the layout that should include this field, and click the Save button.

How to create the email field in Salesforce

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

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Conclusion:

I hope now you have an idea of the Salesforce Email Field and how to create an email field in Salesforce.

I have also explained all the steps for creating an email in Salesforce Lightning and Salesforce Classic.

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