The Salesforce email field is where users want to enter an email address, which is validated to ensure proper format. In this Salesforce blog, we will learn to create a Salesforce Email Field and add that custom email field to a Salesforce object record page.
The Email field is available in Salesforce Lightning as well as Salesforce Classic version.
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.
Read How to Create Date Field Type in Salesforce
How to Create an Email Field in Salesforce
Here, we are creating an email field type in Salesforce Lightning, and the same process will be followed to create an Email field in the Classic edition.
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, 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.
2. Now, enter the contact in the search box and select the standard contact object.
3. Now click on the fields and relationship option that is present under the details section.
4. Here, we want to create a new field, so for this, we click on the new button.
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.
6. Enter the Field label for the email field, and the Field Name will be auto-filled according to the entered label. Select the following checkbox fields according to your requirements.
- Required – This will make the user enter this email field mandatorily.
- Unique – It will make the Email field Unique; it will not allow duplicate values in the email.
- External ID – When we select this option, the import wizard and data loader will detect existing Salesforce records with the exact external identification.
- Auto add to custom report type – With Auto Add, the custom email field that you add to a Salesforce object is automatically added to all the custom report types based on that object.
At last, click on the Next button.
7. To establish the field-level security for the Salesforce email field, select the profiles to whom you want to grant edit access to this field via field-level security.
After this, click on the Next button.
8. Add the custom field to the page layout by selecting the page layout that should include this field. This email field will be visible on the selected page layouts.
After selecting the page layouts, click on the Save button.
9. Navigate to the Object to which you have added the email field and create a new record or open an existing record. On the record page, you will see the custom email field that we have created.
Following the above steps, we can create and add a Custom email field to a Salesforce object.
Conclusion
In this Salesforce blog, you might have understood the process of creating an Email field in Salesforce Lightning. Along with this, we also learned to make the custom email field unique and required. The same process will be followed to create a custom email field in Salesforce Classic.
You may like to read:
- How to Create Geolocation Field Type in Salesforce
- How to Create Number Field Type in Salesforce
- Automate Birthday or Anniversary Email Using Salesforce Flow
- How to Set the Latitude and Longitude Display Notation for Geolocation Field in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
