How to Make Phone Number Field Required in Salesforce

In this Salesforce tutorial, we will learn how to make the Phone Number 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 phone number field required in Salesforce Lightning

Here we will learn how to make the phone number field required in Salesforce Lightning. Let’s take an example to clear our scenario, Suppose there is a university that is based in the United States of America and this university manages the salesforce to manage the record, and they want to make sure that they have the most correct and up-to-date contact information for each and every student.

For this, the university decided to make the phone number field required which helps the faculty of the university to improve the communication with the students regarding important announcements, events, etc.

Here are the following steps:

1. First log in to the Salesforce account, when we log in we directly log into the Salesforce Lightning account and here I am working on the Lightning account, so click on the gear icon under this there is a setup option. Click on the setup option, Under the setup there is an object manager tab present on the nav bar, click on the object manager tab.

2. The Object Manager tab is open, there are lots of objects present select one of the objects and here we are selecting a customer object from all of these objects.

3. If the customer object is not shown under these lots of objects then enter the university object in the search box. The university object comes at the top and selects the university object.

How to make the phone number field required in Salesforce

4. The university object page is open and under this university page, we can see the details related to the university, and on the left side, there is a field and relationship option that is present under the details section.

How to make the phone number field required in Salesforce Lightning

5. After clicking on the field and Relationships option. The field and relationship page is open. Under this page, we can see the already created field and we want to select the text field here we can see the Student Phone Number field which is the Phone field. So click on that field.

Make the phone number field required in Salesforce

6. The Student Phone Number field page is open and under this page, we can see that the information related to the Student Phone Number is present and we want to edit this page. So we click on the edit button that is present at the middle of the page.

7.  The Student Phone Number 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. Checked the required checkbox, the field always requires a value in this field in order to save a record. 

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8. So making the student phone number field requires for that click on the required checkbox and click on the save button.

Make the phone number field required in Salesforce Lightning

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.

10. And 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.

Salesforce make the phone number field required

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 under this more list and here we can see the university object is present in the last.

13. Here we are selecting the university object. The customer record page is opened. Under this page, we can see customer record is saved. If you want to create a new record, click on the new button that is present in the right top corner. The new university dialogue box is open. Here we can fill in the information related to the university.

14. Here we fill in the university name and here we are filling the university name as Burlington university after that fill the student phone number field which is the phone field and is the required field, if we leave this empty the error shows Complete this field after completing the field click on the save button.

Salesforce Lightning make the phone number field required

15. After filling in the student phone number field which is required and clicking on the save button our Burlington University record is created and the detail related to Burlington University is shown and our student phone number field is also shown under the detail section.

How to make phone number field required in Salesforce

In this way, we understand how to make the phone number 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 phone number field required in Salesforce Classic

Here we will learn how to make the phone number field required in Salesforce Classic. Let’s take a real-life example to clearly understand the scenario, Suppose there is a fashion hub that is a retail company that is based in the United States of America that uses the salesforce to manage the sales process.

The company allows the importance of capturing customer contact information for the notification of orders and updates of delivery. This contact information is used to make sure that the company has a reliable means of communication with its customers.

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The retail company fashion hub decided to make the customer contact field required for all the customer records.

Here are the following steps:

1. When we log into the Salesforce account, our Salesforce Lightning account 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.

3. Click on the switch to a Salesforce Classic; our Salesforce Classic org is open. Under this Salesforce Classic org, we can see that the username is present. Click on the drop-down arrow of the username.

4. 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.

5. 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 objects in the Quick Find box, the objects come at the top and it is present at the create option.

How to make the phone number field required in Salesforce Classic

6. Click on the object, and the custom object page will open. We can see that lots of objects are present that are created by us, and here, we want to select the customer object. Click on the customer object.

7. There is a detail related to the customer object. Now scroll to the bottom of the page, we can see there is a section on custom fields and relationships, and under this section, there is we can see already created fields are present but we want to create a new field for customer contact and make this customer contact field required.

8. For creating this customer contact field we click on the new button that is present under the customer filed and relationship section.

Make the phone number field required in Salesforce Classic

9. After clicking on the new button our data type page is open and under this page, we can see lots of data types are present here we are selecting the phone field and then clicking on the next button.

Salesforce Classic make the phone number field required

10. After clicking on the data type, our customer information page is open; under this page, we can see the information related to the customer field. Fill information carefully.

11. First, fill in the field label as customer contact and then fill in the field name. After that, we can see there is a required checkbox present. Click on this required checkbox that requires a value in this field in order to save the record, and then click on the next button.

How to make phone number field required in Salesforce Classic

12. After filling in the complete information, now we move to our next step, which is to establish field-level security that can select the profiles to which we want to gain edit access to this field via a field-level security. The field will be hidden from all the profiles if we do not add it to field-level security and then click on the next button.

Make phone number field required in Salesforce Classic

13. After establishing the field-level security, we want to add this field to the page layout. Select the page layouts that should involve this field. This field will be added as the last field in the first 2-column section of these page layouts.

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14. The field will not appear on any pages if we do not select a layout. To change the location of this field on the page, we will need to customize the page layout and then click on the save button.

Salesforce Classic make phone number field required

15. Go to the home tab, and under this home tab, we can see lots of tabs are present on the nav bar. Here, we are selecting the customer object from the nav bar, the customer object page is open, and under this object, we can see the records are present that are already present.

16. Here we we are creating a new record so we click on the new button. The new customer page is open and under this page, we can see the information related to customers. First, fill the customer’s name and then fill the customer feedback description and then fill the feedback comment, and then click on the save button.

17. When we click on the save button, the error message pops up on the top that is error invalid data. Review all the error messages below to correct your data, and the error message is also shown under the customer contact field, that is, you must enter a value.

How to make the phone number field is required in Salesforce Classic

18. After filling in the customer contact field and then click on the save button. Here we can see that our customer John Williams record page is open and under this page, we can see all the information related to the customer is successfully filled.

19. Here, we can also edit, delete, clone, and share the John Williams record by simply clicking on these buttons.

make the phone number field is required in salesforce classic

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

Conclusion:

The phone field permits the user to enter any phone number. The Phone Number data type automatically formats the value as a phone number in Salesforce.

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

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