Configure Fields for Accounts and Opportunities
Please note: There will be no impact on Import from Salesforce report and Create via CRM synchHere are the steps to set the fields as mandatory
Login to portal
Navigate to Settings
Navigate to Field Configuration > Accounts & Field Configuration> Opportunities
All the Default fields have to be visible in both accounts & opportunities sections
Click on the search icon and search for the field which you want to set as mandatory
Click on the ellipses button of the field and click on Mark Mandatory
Once clicked the field will be marked as mandatory and a mandatory tag will be added to that field

Points to remember
If the field is empty, while saving, the system will throw validation as Fields marked with \ are mandatory to fill
While importing accounts CSV, in the field mapping screen, if the mandatory field is not mapped, then the system will show validation as Mandatory fields are not mapped
If SDR tries to modify the non-mandatory field, the system will not throw any validation
If SDR tries to delete the data from the mandatory field, the system will show the message as Field cannot be left blank.
Note: There will be no impact on Import from Salesforce report and Create via CRM synch
Login to portal
Navigate to Settings
Navigate to Field Configuration > Accounts & Field Configuration> Opportunities
All the Default fields have to be visible in both accounts & opportunities sections
Click on the search icon and search for the field which you want to set as mandatory
Click on the ellipses button of the field and click on Mark Mandatory
Once clicked the field will be marked as mandatory and a mandatory tag will be added to that field

Points to remember
If the field is empty, while saving, the system will throw validation as Fields marked with \ are mandatory to fill
While importing accounts CSV, in the field mapping screen, if the mandatory field is not mapped, then the system will show validation as Mandatory fields are not mapped
If SDR tries to modify the non-mandatory field, the system will not throw any validation
If SDR tries to delete the data from the mandatory field, the system will show the message as Field cannot be left blank.
Note: There will be no impact on Import from Salesforce report and Create via CRM synch
Updated on: 27/06/2024
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