Required Field Methods | Salesforce Administration | CRT101 Exam

Correct Answer: B, C, and D

Field Level requirement: This is one of the most restrictive requirements, and it requires the field to be entered all the time, regardless of how the record is saved (i.e.

through an integration, the API, mass upload, or through the User Interface)

Page Layout: This option only makes the field required when the specific page layout for that you set this requirement is accessed.

This requirement only applies when the record is edited on the user interface.

When records are updated via API field requirement does not apply.

Validation Rule: You can build more complex validation rules that have conditional statements to meet your business needs.

Option A is incorrect because workflows don't have the option to make a field required.

We can have field updates, email notifications, etc.

but not making any field required.

Reference:

The Salesforce platform provides multiple ways to make a field required to ensure that users provide data in those fields. Below are the three ways to make a field required:

1. Workflow Rules: Workflow rules can be used to automate standard internal procedures to save time across your org. You can use workflow rules to define specific criteria and trigger an automatic action, such as making a field required. In the case of making a field required, you can create a workflow rule that runs when a record is created or edited, and set a workflow field update action that sets the field to required.

2. Validation Rules: Validation rules help to ensure that data entered into fields by users meet certain requirements or criteria. You can use validation rules to make fields required by specifying that a field must contain data before a record can be saved. You can specify the field as required by creating a validation rule that checks if the field is null, and if it is, it displays an error message to prompt the user to enter data into the required field.

3. Field Level Requirements: Field level requirements can be set to make a field required on a page layout. When a field is set as required, users will not be able to save the record until the required fields have been filled out. To set a field as required, go to the object's page layout, click the field you want to require, and click on the wrench icon to configure the field properties. Then check the box next to the “Required” option.

Page layouts cannot be used to make fields required. They only control the display of fields on a record detail page. Instead, field level requirements are used to make fields required on a page layout.

In summary, the three ways to make a field required in Salesforce are through Workflow Rules, Validation Rules, and Field Level Requirements.