Slaesforce FAQ

does only standard fields be controlling in salesforce

by Mr. Nils Kautzer I Published 2 years ago Updated 2 years ago
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Standard picklist fields can be controlling fields, but not dependent fields. Multi-select picklist fields can be dependent, but not controlling fields. You can set default values for controlling fields but not for dependent picklists.

Thanks for the explanation. Standard versus custom picklists. Custom picklist fields can be either controlling or dependent fields. Standard picklist fields can be controlling fields but not dependent fields.Sep 23, 2020

Full Answer

What is controlling field in Salesforce?

Controlling Field is an important part of Field Dependencies, a feature that lets users filter picklist field values depending on another field’s contents. You can use any custom or standard picklist with less than 300 values, or any checkbox field within a single record as a controlling field.

Is there a standard field in account by Salesforce?

If I'm not mistaken, the only required "standard field" on Account by Salesforce is Name. This must be a custom field. You can make standard (non required) and non-standard fields optionally required by using Record Types. Show activity on this post. I used this scenario to change two required fields in 'Contact' object to not required.

What are the different types of fields in Salesforce?

Field Types. 1 AnyType Field Type. The anyType field type is dynamic and returns string, date, number, or boolean data depending on the kind of field involved. For ... 2 Calculated Field Type. 3 ComboBox Field Type. 4 Currency Field Type. 5 DataCategoryGroupReference Field Type. More items

How to create dependent fields in Salesforce?

– Click on filed dependency button & select controlling and dependent fields. See the below screen for reference. Click on continue and select dependent fields under controlling fields. click on include & then Save. see the below screen for reference. Field dependency is created now.

What does adding a junctionidlist field name to the fieldsToNull property do?

What is a reference field?

What is a multi-select picklist?

How long can textarea fields be?

How many records can you query in SOQL?

What is truncated field in API?

What is anytype field type?

See more

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Which of the following can be controlling fields in Salesforce?

Standard picklist fields can be controlling fields but not dependent fields. A controlling field can have up to 300 values. If a field is both a controlling field and dependent picklist, it can't contain more than 300 values.

Can a standard field be dependent field in Salesforce?

Currently you can setup a field dependency relationship on two picklists in an object. The controlling field can be a standard field, but the dependent field must be a custom field.

What are controlling fields in Salesforce?

Controlling Field is a type of picklist field that controls what values will become available on its designated dependent fields. It plays a crucial role in linking together two sets of Salesforce picklists.

What all data type can be used as controlling fields?

Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record.

Can a standard picklist be dependent fields?

Standard picklist fields can be controlling fields but not dependent fields. A controlling field can have up to 300 values.

Which fields Cannot be a controlling field for dependent Picklists?

A dependent field works in conjunction with a controlling field to filter its values. We can define custom picklist fields as controlling or dependent fields. Standard picklist filed must be controlling fields. We cannot define standard picklist fields as dependent fields.

What are controlling and dependent fields in Salesforce?

Controlling Field :- A controlling field is that which controls the available values in one or more corresponding dependent field. Dependent Field :- A dependent field displays values based on the value selected. Custom picklists can be both Controlling and dependent field.

What fields can be dependent Salesforce?

A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field . Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record.

How many options can be there in the controlling in Salesforce?

Some Organizations find that they need more than the default limit of 300 Controlling Picklist values. Salesforce Support can assist in increasing the limit. Currently, the maximum value allowed is 500.

What are different types of fields in Salesforce?

However, Salesforce recommends that you use the 18-character ID.JunctionIdList Field Type. ... Multi-Select Picklist Field Type. ... Percent Field Type. ... Phone Field Type. ... Picklist Field Type. ... Reference Field Type. ... Textarea Field Type. ... URL Field Type.

What are dependent fields?

A dependent field is a field which is populated by a database query which references the value of another field (which is known as the independent field) in the same Dynaform. Each time the value in the independent field changes, the database is automatically requeried to repopulate the dependent field.

How do I use dependent fields in Salesforce?

Create Field DependenciesWhile still viewing the Account object in the Object Manager, select Fields & Relationships.Click Field Dependencies.Click New.Select Region as the Controlling Field and select Zone as the Dependent Field.Click Continue.Select the appropriate zones in each column by double-clicking them.More items...

Data types and field types in salesforce

Different Field Types. Auto number: when auto number data types is selected a system-generated sequence number that uses a certain display format that we define.Auto generated number will be increment for every record we create. Formula : When Formula data type is selected we are able to derive different Formula expressions that derives values. The formula field is updated every time when ...

Get the type (data type) of a field in apex

The other two are right that you can use Schema.getGlobalDescribe(), but it is notoriously slow.Make sure that you either cache the global describe into a static variable so that you only call Schema.getGlobalDescribe() once per transaction, or consider the method from this question: Why is Schema.describeSObjects(types) Slower Than Schema.getGlobalDescribe()?

How To Get a List of All Your Salesforce Objects & Fields

How do you get a list of all the objects and fields in your Salesforce instance? If you have worked on Oracle, you can query views like DBA_TABLES & DBA_TAB_COLUMNS, if you have worked on SQL Server you can query SYS.TABLES & SYS.COLUMNS.

When to Use “__r” Over “__c” in Salesforce Formulas - Ledgeview ...

Learn when to use “__r” Over “__c” in Salesforce formulas with these helpful tips on the Ledgeview Partners Blog, home to trusted Salesforce experts.

What is field dependency?

Field dependency means, controlling a fields value based on the other field. For example, there are two fields called Country & State. I want to display only states related specific selected country when I select country.

How does a dependent field work?

A dependent field works in conjunction with a controlling field to filter its values.

Can you define default fields for dependent fields?

We can define default values for controlling field. But we cannot define default fields for dependent fields.

Learning Objectives

Create new custom fields to meet business requirements and facilitate accurate data entry with formulas, picklists, and lookups.

Introduction

AW Computing has established a Salesforce environment with users set up, profiles assigned, and access to records and fields configured. But they’re in need of further customization to ensure users have the necessary fields to capture the business information they need. That’s where you, the admin, come in.

Customize Profiles and Objects

Before you get to those tasks, create profiles for members of the sales and support teams.

What does adding a junctionidlist field name to the fieldsToNull property do?

Adding a JunctionIdList field name to the fieldsToNull property deletes all related junction records. This action can’t be undone.

What is a reference field?

A reference field contains an Id value that points to a unique record (usually the parent record) on another object. A reference field is analogous to the concept of a foreign key in relational databases. The name of a reference field ends, by convention, with the letters Id (such as CaseId or OpportunityId ). For example, in the OpportunityCompetitor object, the OpportunityId field is a reference field that points to the Opportunity object. It contains an ID value that uniquely identifies an Opportunity record.

What is a multi-select picklist?

Multi-select picklist fields contain a list of one or more items from which a user can choose multiple items. One of the items can be configured as the default item. Selections are maintained as a string containing a series of attributes delimited by semicolons. For example, a query can return the values of a multivalue picklist as “first value; second value; third value”. For information on querying multi-select picklists, see Querying Multi-Select Picklists in the Salesforce SOQL and SOSL Reference Guide.

How long can textarea fields be?

Textarea fields contain text that can be longer than 4000 bytes. Unlike string fields, textarea fields cannot be specified in the WHERE clause of a queryString of a query () call. To filter records on this field, you must do so while processing records in the QueryResult. For fields with this restriction, its filterable field in the Field type (described in the fields property of the DescribeSObjectResult) is false.

How many records can you query in SOQL?

The total number of records you can query for in a single SOQL query, when one of the fields being queried on is of type JunctionIdList, can’t exceed 500. If the number of records returned exceeds 500, EXCEPTION: System.UnexpectedException: Truncated appears.

What is truncated field in API?

In API versions previous to 15.0, if you specify a value for a field, and that value is too large , the value is truncated. For API version 15.0 and later, if a value is specified that is too large, the operation fails and the fault code STRING_TOO_LONG is returned. AllowFieldTruncationHeader allows you to specify that the previous behavior, truncation, be used instead of the new behavior in API versions 15.0 and later. This header has no effect in versions 14.0 and earlier. The affected fields are: anyType, email, encryptedstring, multipicklist, phone, picklist, string, and textarea.

What is anytype field type?

The anyType field type is dynamic and returns string, date , number, or boolean data depending on the kind of field involved. For example, the element in a SOAP message has an xsi:type="xsd:string" attribute if the field is of type string. This field type is used in history objects for the NewValue and OldValue fields. It is also a valid field type for fieldType and soapType.

How many values can be in a controlling field?

In addition, if a field is both a controlling field and dependent picklist, it can't contain more than 300 values.

What happens to a controllable field when it is disabled?

If a standard controlling field relies on functionality that your organization decides to disable, the dependency rules for the picklist will go away. For example, if your organization disables the Self-Service portal and the Closed by Self-Service User is a controlling field, its dependent picklist will display all available values.

What are picklist limitations?

According to the help docs here, it is a picklist limitation: . Picklist limitations. Custom picklist fields can be either controlling or dependent fields. Standard picklist fields can be controlling fields but not dependent#N# fields. The maximum number of values allowed in a controlling field is 300. In#N# addition, if a field is both ...

How to apply field settings?

You apply field settings by modifying profiles or permission sets. Let’s try restricting a user’s general access with a profile. Then we can expand it as needed with a permission set.

What is field level security?

Unlike page layouts, which only control the visibility of fields on detail and edit pages, field-level security controls the visibility of fields in any part of the app, including related lists, list views, reports, and search results. In fact, to make absolutely sure that a user can't access a particular field, ...

What is permission set in field settings?

Remember, a permission set is for expanding a user’s access to fields that are restricted in their profile.

What does adding a junctionidlist field name to the fieldsToNull property do?

Adding a JunctionIdList field name to the fieldsToNull property deletes all related junction records. This action can’t be undone.

What is a reference field?

A reference field contains an Id value that points to a unique record (usually the parent record) on another object. A reference field is analogous to the concept of a foreign key in relational databases. The name of a reference field ends, by convention, with the letters Id (such as CaseId or OpportunityId ). For example, in the OpportunityCompetitor object, the OpportunityId field is a reference field that points to the Opportunity object. It contains an ID value that uniquely identifies an Opportunity record.

What is a multi-select picklist?

Multi-select picklist fields contain a list of one or more items from which a user can choose multiple items. One of the items can be configured as the default item. Selections are maintained as a string containing a series of attributes delimited by semicolons. For example, a query can return the values of a multivalue picklist as “first value; second value; third value”. For information on querying multi-select picklists, see Querying Multi-Select Picklists in the Salesforce SOQL and SOSL Reference Guide.

How long can textarea fields be?

Textarea fields contain text that can be longer than 4000 bytes. Unlike string fields, textarea fields cannot be specified in the WHERE clause of a queryString of a query () call. To filter records on this field, you must do so while processing records in the QueryResult. For fields with this restriction, its filterable field in the Field type (described in the fields property of the DescribeSObjectResult) is false.

How many records can you query in SOQL?

The total number of records you can query for in a single SOQL query, when one of the fields being queried on is of type JunctionIdList, can’t exceed 500. If the number of records returned exceeds 500, EXCEPTION: System.UnexpectedException: Truncated appears.

What is truncated field in API?

In API versions previous to 15.0, if you specify a value for a field, and that value is too large , the value is truncated. For API version 15.0 and later, if a value is specified that is too large, the operation fails and the fault code STRING_TOO_LONG is returned. AllowFieldTruncationHeader allows you to specify that the previous behavior, truncation, be used instead of the new behavior in API versions 15.0 and later. This header has no effect in versions 14.0 and earlier. The affected fields are: anyType, email, encryptedstring, multipicklist, phone, picklist, string, and textarea.

What is anytype field type?

The anyType field type is dynamic and returns string, date , number, or boolean data depending on the kind of field involved. For example, the element in a SOAP message has an xsi:type="xsd:string" attribute if the field is of type string. This field type is used in history objects for the NewValue and OldValue fields. It is also a valid field type for fieldType and soapType.

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Learning Objectives

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In this project, you’ll: 1. Create new custom fields to meet business requirements and facilitate accurate data entry with formulas, picklists, and lookups. 2. Ensure users have access to the right fields with page layouts. 3. Manage multiple business scenarios with record types and business processes. 4. Maintain data q…
See more on trailhead.salesforce.com

Introduction

  • AW Computing has established a Salesforce environment with users set up, profiles assigned, and access to records and fields configured. But they’re in need of further customization to ensure users have the necessary fields to capture the business information they need. That’s where you, the admin, come in. To begin with, you have a request from Head of Sales Operation…
See more on trailhead.salesforce.com

Follow Along with Trail Together

  • Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
See more on trailhead.salesforce.com

Customize Profiles and Objects

  • Before you get to those tasks, create profiles for members of the sales and support teams. 1. Click the setup gear and select Setup. 2. Enter Profiles in the Quick Find box and select Profiles. 3. Click Clonenext to Standard User. 4. For Profile Name, enter Sales User. 5. Click Save. 6. Click Clone. 7. For Profile Name, enter Support User. 8. Click...
See more on trailhead.salesforce.com

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