How to Set Default Value for Email Field in Salesforce

In this Salesforce tutorial, we will learn how to set the default value for an email field 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 set the default value for an email field in Salesforce Lightning

Here we will learn how to set the default value for an email field in Salesforce Lightning. Let us take an example to clear our scenario, Suppose there is a company tech solution and I am working in this company and we use the salesforce to manage our leads. Here we want to set the default email address for the email field when a new lead is created.

Here we are setting the default value for the email field will be a common email for our sales team to follow up the rule. Now when a new lead record is created in the salesforce, the email field will automatically be populated with the default value as techsolution@gmail.com.

This helps the users to smooth the lead creation process and it also gives our sales team a starting point for the communication. The sales team can communicate with the user with the help of this email address.

Here are the following steps:

1. Click on the Salesforce account and our Salesforce Lightning org is open, and we set the default value for an email field. For this, we can click on the gear icon that is present at the top right corner, and then click on the Setup option.

2. This setup option is present under the gear icon, the setup page is open, Under this Setup page there is the Object Manager tab present click on the object manager tab. The Object Manager page opens, after clicking on the Object Manager tab.

3. Under this object manager tab, lots of objects are present. Here we are entering the lead in the search box. The lead object comes at the top after searching for the object in the search box. click on the lead object.

How to set the default value for an email field in Salesforce

4. Under this lead page, we can see the details related to the lead object. On the left side under the detail section of the lead object page, we can see the Fields and Relationships option is present. Click on the Fields and Relationship option.

5. Under this page, we can see lots of fields are already created but we want to create new field. So click on the new button, our data types page is open and we can see lots of data types are present here we select the email field and then click on the next button.

6. Our lead page is open, under this page we can see the information related to the lead fill in all the information carefully.

7. First fill the field label as Email and then fill the field name after that we scroll to the bottom of the page there is a default value field present here we want to set the default value for this email field “techsolution@gmail.com” and then click on the next button.

How to set the default value for an email field in Salesforce Lightning

8. After filling 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 grant edit access to this field via field-level security.

See also  Salesforce Checkbox to Picklist

9. 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. After establishing the field-level security we want to add this field to the page layout.

10. 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.

Set the default value for an email field in Salesforce

11. 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.

Set the default value for an email field in Salesforce Lightning

11. Click on the App Launcher, click on 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.

12. Under this Sales page, there are lots of objects present on the nav bar and we are selecting one of the objects.

13. 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. Click on the lead object. The lead object page is open and under this object.

14. We can see the records are already created. Here we we are creating a new record so we click on the new button. The new lead page is open and under this page, we can see the information related to lead.

15. First, fill in the salutation and then fill the First name and then fill the last name after that fill in the company and then fill the title and then fill the lead source, and then fill the industry, that fill in the annual revenue then fill the salesforce link.

16. After that, we can see there is an email field present and this field is by default field that is techsolution@gmail.com it also gives our sales team a starting point for communication.

Salesforce set the default value for an email field

17. After filling the information related to the lead object, our lead record Lisa Willms is created and our Lisa Willms detail page is open under this page, we can see our default value which is the email field of lead is set to techsolution@gmail.com.

Salesforce Lightning set the default value for an email field

In this way, we understand how to set the default value for the email field in Salesforce Lightning. Let’s Proceed further and learn how to set the default value for the email field in Salesforce Classic.

How to set the default value for an email field in Salesforce Classic

Here we will learn how to set the default value for an email field in Salesforce Classic. Let us take an example to clearly understand the topic, suppose there is an organization that manages the event in Salesforce and here we have a custom object as an event that can track the individual attending events.

See also  How to Assign Global Publisher Layouts to Profiles in Salesforce

To make sure that every new attendee has a default email address we have decided to set a default value for the email field and here we are using the generic email address as a default value.

When a user creates a new event record, the email field will automatically be populated with the default value as “eventattendees@gamil.com”. this makes sure that every event starts with a consistent default email address.

Here are the following steps:

1. Click on the Salesforce account, our Salesforce Lightning account is open but we want to move to the Salesforce Classic version. For this click on the profile picture, under this profile picture, there is an option to switch to a Salesforce classic account.

2. 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.

3. 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 objects in the Quick Find box. Select the object option and our custom object page is open.

5. Here we can see lots of objects are present and we are selecting the event object. Our event object page is open. Here we can see the details related to the event and then scroll to the bottom we can see there is an event custom fields and relationships section.

How to set the default value for an email field in Salesforce Classic

6. Under this section, we can see that already created fields are present but we want to create a new field for the event and set the default value for the email field in Salesforce.

Set the default value for an email field in Salesforce Classic

7. Our data type page is open and under this page, we can see lots of data types are present here we select the email field and then click on the next button.

8. After clicking on the data type our event information page is open, under this page we can see the information related to the event fill information carefully.

9. First fill the field label as event email and then fill the field name after that we scroll to the bottom of the page there is a default value field present here we want to set the default value for this default event email and then click on the next button.

Salesforce Classic set the default value for an email field

10. After filling 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 grant edit access to this field via field-level security.

11. 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.

See also  Salesforce Field Types

12. 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.

How to set default value for an email field in Salesforce Classic

13. 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.

Set default value for an email field in Salesforce Classic

14. 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 event object from the nav bar, the event object page is open and under this object, we can see the records are present that are already present.

15. Here we we are creating a new record so we click on the new button. The new event page is open and under this page, we can see the information related to the event.

16. First, fill in the event name and then fill the type and then fill the event detail, and then fill the event date, and then fill the event start time after that, we can see that our default value for the event email field is by default filled that is eventattendees@gamil.com and then click on the save button.

Salesforce Classic set default value for an email field

17.  After filling the information related to the event object, our event attendee record is created and our event attendee detail page is open under this page.

18. We can see our default value which is the event email field, and the event email field is set to eventattendees@gamil.com and then click on the save button. Here we can edit, delete, clone, and share by simply clicking on these edit, delete, clone, and sharing buttons.

How to set default value for email field in Salesforce Classic

So with this, we understand how to set the default value for the email field in Salesforce Classic.

Conclusion:

I hope you read the complete article and get the complete idea related to how to set the default value for the email field in Salesforce.  I have also explained all the steps of setting the default value for the email field in Salesforce Lightning and Salesforce Classic.

You may like to read