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There are several ways to make a field read-only in Salesforce. Here are some of them:
Field-Level Security: You can make a field read-only for a specific profile or permission set using field-level security. This can be done by going to the object's detail page, selecting the field, and clicking on the "Set Field-Level Security" button.
Page Layouts: You can make a field read-only on a page layout by going to the object's detail page, selecting the page layout, and then dragging the field into the "Read Only" section of the layout.
Validation Rules: You can create a validation rule that prevents users from editing a field. For example, you could create a validation rule that says "if the field is not blank, prevent users from editing it."
AND(
ISCHANGED(AnnualRevenue),
NOT(ISNEW())
)
Triggers: You can create a trigger that prevents users from editing a field. For example, you could create a trigger that says "if the field is not blank, prevent users from editing it."
trigger PreventAccountNameUpdate on Account (before update) {
for(Account acc : Trigger.new) {
if(acc.Name != Trigger.oldMap.get(acc.Id).Name) {
acc.Name.addError('You are not allowed to update the Name field on the Account object.');
}
}
}
Overall, there are multiple ways to make a field read-only in Salesforce depending on your specific needs and requirements.
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