How to Make Percentage Field Required in Salesforce

In this Salesforce tutorial, we will learn how to make the Percentage field required in Salesforce.

For learning this process you have come to the right place and we learned this topic in both the editions of Salesforce Lightning and Salesforce Classic.

How to make the percentage field required in Salesforce Lightning

Here we will learn how to make the percentage field required in Salesforce. Let’s take a real-life example that makes our scenario clear, There is a company that sells lots of products and gives the customer opportunity.

When customers buy the two products they get a 20 percent discount on both products. By seeing the discount the customer can easily buy the product and the company uses the salesforce to make the discount percentage field required.

So for this, we are using the standard object Opportunity and then using the percentage field like discount percentage because we want this field required and inside this field, there is a checkbox option required present, by enabling this checkbox our field is required.

Here are the following steps:

1. Login to the Salesforce lightning account, click on the gear icon, and then select the setup option this setup option is present under the gear icon.

2. Under setup page there is an object manager tab is present. Click on this object manager tab.

3. Under the object manager page lots of objects are present and we are selecting the standard object opportunity.

How to make the percentage field required in Salesforce

4. The opportunity detail page is open, on the left side of the page we can see there is a field and relationships option. Click on this option.

5. The fields and relationship page is open inside this page we can see lots of fields are already created and here we are selecting the percentage field which is the discount percentage.

How to make the percentage field required in Salesforce Lightning

6. The Discount percentage page is open and under this page, we can see that the information related to the Discount Percentage is present and we want to edit this page. So we click on the edit button.

7.  The Discount Percentage field comes into edit mode and we can edit anything on this page. Scroll to the bottom of the page there is a general options section and under this section, there is a required checkbox is present.

8. Checked the required checkbox, the field always requires a value in this field in order to save a record. So making the Discount Percentage field requires for that click on the required checkbox and click on the save button.

Make the percentage field required in Salesforce

9. After clicking on the save button we can see that our custom field student phone number page is open under this page we can see that the field label, field name, and API name are filled.

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10. Under the general options section we can see that the required checkbox is also checked and below this required checkbox there is a default value field is also present that is not filled. So this required field always requires a value in this field in order to save a record.

Make the percentage field required in Salesforce Lightning

11. Click on the App Launcher, click on the app launcher, and enter the sales in the search box. The sales come at the top, click on the sales option. The Sales page is open. Under this Sales page, there are lots of objects present on the nav bar and we are selecting one of the objects.

12. If the object is not shown on the nav bar click on the More drop-down arrow and under this More drop-down list, we can see lots of objects present. But we see our opportunity object on the nav bar and click on that.

13. The opportunity record page is opened. Under this page, we can see opportunity record is saved. If you want to create a new record, click on the new button. The new opportunity dialogue box is open. Here we can fill in the information related to the opportunity.

14. Here we fill in the opportunity name and then fill the type and then fill the lead source, and then fill in the discount percentage if we leave this discount percentage empty this arises the error message.

15. So don’t leave this field blank fill this discount percentage field which is a required field and click on the save button our Salesforce Opportunity Product record is created and the detail related to Salesforce Opportunity is shown and our Discount Percentage field is also shown under the detail section.

Salesforce make the percentage field required

In this way, we understand how to make the percentage field required in Salesforce Lightning. Let’s Proceed further and learn how to make the phone number field required in Salesforce Classic.

How to make the percentage field required in Salesforce Classic

Here we will learn how to make the percentage field required in Salesforce Classic. Let us take an example to clear our scenario related to the required field of percentage data type. There is a company that sells the products and I am the manager of this company and handle the accounts of all the customers that are linked to our company.

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This time our company thought of giving a discount to the customer that opens a new account with us and they made this discount percentage field required and it represents the discount applicable on a particular new account.

1. When we log into the Salesforce account, our Salesforce Lightning version is open but we wanted to work on the Salesforce Classic version so for moving to the Salesforce Classic account.

2. For this click on the profile picture, under this profile picture, there is an option to switch to a Salesforce classic account. Click on the switch to a Salesforce Classic, Our Salesforce Classic org is open.

3. We can see that the username is present. Click on the drop-down arrow of the username. The drop-down list is open, after clicking on the drop-down arrow. Under this drop-down list, we can see that the Setup option is present. Select the Setup option.

4. The Setup page is open. Under this setup page, we can see on the left side there is Quick Find box is present. Enter the accounts in the Quick Find box. Under this account object the field option is present. Click on the field option.

How to make the percentage field required in Salesforce Classic

5. There is a detail related to the account object. Now scroll to the bottom of the page, we can see there is a section presenting account fields and relationships, and under this section, there is we can see already created fields are present. So here we select discount percentage.

Make the percentage field required in Salesforce Classic

6. The Discount percentage custom field page is open and here we can see the details related to the discount percentage custom field, scroll to the bottom of the page we can see there is a general options section present.

7. Under this section we can see the required checkbox is present which makes our field required and the default value field present. Here we click on the required checkbox after clicking on the checkbox.

The warning message pops up that is a warning: Potential Integration Impact that makes this field required may break the existing API or Apex requests that do not supply a value for this field after reading the message carefully click on the confirm button.

Salesforce classic make the percentage field required

8. After clicking on the confirm button, we can see that our required field is checked. That always requires a value in this field in order to save a record and that required field is present under the general options section and after checking the checkbox is checked click on the save button.

How to make percentage field required in Salesforce Classic

9. After clicking on the save button we can see our discount percentage account custom field page is open here we can see the details related to this field and when we scroll to the bottom we can see under the general options we can see our required field is checked.

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Make percentage field required in Salesforce Classic

10. Go to the Home tab, and under the home tab we can see lots of tabs are present on the nav bar here we click on the account tab, and our account object page is open.

11. Under this page, we can see account record is saved. If you want to create a new record, click on the new button. The new account dialogue box is open. Here we can fill in the information related to the account.

14. Here we fill in the account name and then fill the account number and then fill the account number, and then fill in the discount percentage if we leave this discount percentage empty this arise error message.

15. So don’t leave this field blank fill this discount percentage field which is a required field and click on the save button.

Salesforce Classic make percentage field required

16. Our Sales account record is created and the detail related to the Sales account is shown and our Discount Percentage field is also shown under the detail section. Here we can see the discount percentage is 70 percentage.

How to make a percentage field required in Salesforce Classic

So with this, we understand how to make the percentage field required in Salesforce Classic.

Conclusion:

The percentage field permits the user to input and store values as the percentage. The percentage field is mainly used to represent proportion and ratio in various objects.

I hope you read the complete article and get the complete idea related to how to make the percentage field required in Salesforce.  I have also explained all the steps of making the percentage field required in Salesforce Lightning and Salesforce Classic.

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