Share this article…Creating fields and managing page layouts is often one of the very first things Salesforce Admins learn to do. There are a few reasons for this – it’s fun, it’s pretty easy, and there’s instant gratification. A new field can be created by… Read More …
Here are highlights from article Making a Salesforce Field Required: A Decision Guide | Salesforce Ben
1. Page Layout
– Making a field required on a page layout is a common way to make a field required.
– The user sees a red asterisk next to any required field and cannot proceed without filling it out.
– Page layout field requirements are UI-based and integrations may still make updates or create records without the required field.
2. Lightning Record Page
– Making a field required on a Lightning record page is similar to doing so on a page layout.
– Considerations and use cases are the same, but the experience is slightly different in Lightning compared to Salesforce Classic.
– The type of page your users are interacting with determines how the field should be required.
3. Global Action
– Global actions are similar to page layouts or Lightning record pages.
– They have the same behavior of showing a red asterisk in the UI.
– It’s important to remember to make a field required on the global action if it is required on a page layout or Lightning record page.
4. Field-Level Requirement
– A field-level requirement is a stricter form of field requirement.
– This requirement ensures that a field is never left blank under any circumstances.
– Integrations will respect this requirement and fail if the field is missing.
– Users will always be forced to fill out the field.
5. Validation Rule
– Using a validation rule to make a field required is a rare use case.
– The user will not see that the field is required until they fail to populate it.
– They will then receive an error message that can be controlled.
– This option has a different UI behavior compared to other methods.
You can read it here: https://sfdc.blog/ayavC
Source from salesforceben(dot)com