Data types and field types in sfdc, Salesforce.com
- ID.
- String.
- Boolean.
- Double.
- Varies by type
What are the ways to import data into Salesforce?
Using each tool will be slightly different, but generally the steps for importing are:
- Choose the object you’ll be importing data into.
- Choose your matching convention to prevent duplicates.
- Choose your source file.
- Map your fields.
- Check your error logs.
- Spot-check your live data.
What are the different types of Salesforce?
Types of Salesforce Training Courses
- Instructor-Led Training Courses. Instructor-led courses are most suitable for people who find self-learning difficult. ...
- In-app Guided Training. Reading lengthy guidebooks and complicated theories can be difficult. ...
- Supplemental Resources. Providing your team members with supplemental learning materials will be of great help. ...
- Self-Paced Courses. ...
What are the different kinds of reports in Salesforce?
What is a Salesforce Report?
- Tabular Reports. Tabular Reports are the most simple type of Salesforce Report. ...
- Matrix Reports. Matrix Reports are a step more complicated than Tabular Reports where they can show data in rows and columns.
- Summary Reports. Summary Reports in Salesforce are the most commonly used reports and are designed to show groups of data.
- Joined Reports. ...
What is the data type of a Salesforce account?
- A list (or array) of primitives, sObjects, user defined objects, objects created from Apex classes, or collections (see Lists)
- A set of primitives (see Sets)
- A map from a primitive to a primitive, sObject, or collection (see Maps)
How many data types are there in Salesforce field?
Different Salesforce Field Types Depending on the Data Types and their Transformation Data Types.Data TypeField TypesIDLook up relational, master-detail relationshipStringAuto number, email, phone, multi-select picklist, text, text area, long text area, rich text area, data category group reference, and URL3 more rows•Feb 1, 2022
What are the Salesforce data types?
Salesforce Data Types and Transformation Data TypesSalesforce Data TypeRange and DescriptionAnyTypePolymorphic data type that returns string, picklist, reference, boolean, currency, integer, double, percent, ID, date, datetime, URL, or email dataBase64Base64 encoded binary dataBooleanBoolean (true/false) values21 more rows
How many types of data types are there?
Most modern computer languages recognize five basic categories of data types: Integral, Floating Point, Character, Character String, and composite types, with various specific subtypes defined within each broad category.
What are the 5 different data types?
The data types to know are:String (or str or text). Used for a combination of any characters that appear on a keyboard, such as letters, numbers and symbols.Character (or char). Used for single letters.Integer (or int). Used for whole numbers.Float (or Real). ... Boolean (or bool).
What are 4 types of data?
The data is classified into majorly four categories:Nominal data.Ordinal data.Discrete data.Continuous data.
How do I find data types in Salesforce?
get(fieldName). getDescribe(). getLabel(); //It provides to get the object fields data type.
What are the 7 types of data?
7 Primary Data Types for machine learningUseless.Nominal.Binary.Ordinal.Count.Time.Interval.
What are the 3 types of data?
Different Types of Data in StatisticsNumerical Data. The data includes a count or measurement of any object or person such as mass, volume, height, intelligent quotient, sugar level, number of shares, count of teeth, legs, pages in a book and so on. ... Categorical Data. ... Ordinal Data.
What are the 2 types of data?
There are two general types of data – quantitative and qualitative and both are equally important. You use both types to demonstrate effectiveness, importance or value.
What are the 8 data types?
The 8 Primitive Variable Types byte , short , int , long , float , double , char , boolean .
What are common data types?
Common data typesInteger (int) It is the most common numeric data type used to store numbers without a fractional component (-707, 0, 707).Floating Point (float) ... Character (char) ... String (str or text) ... Boolean (bool) ... Enumerated type (enum) ... Array. ... Date.More items...•
What are the basic data types?
Basic Data TypesInteger.Double or Real.String.Boolean.Date/Time.Object.Variant.
How many roles can an organization have in Salesforce?
An organization is allowed 500 roles; however, this number can be increased by Salesforce. As a best practice, keep the number of internal roles to 25,000 and the number of external roles to 100,000. As a best practice, keep the role hierarchy to no more than 10 levels of branches in the hierarchy.
What is implicit sharing in Salesforce?
Child implicit sharing is providing access to an account’s child records to the account owner.
How many fields can an object have?
For example, an object can have 20 fields, but field-level security can be set up to prevent the users from seeing five of the 20 fields. Every record must be owned by a single user or a queue. The owner has access to the record, based on the Object Settings for the owner’s profile.
How many levels of hierarchy are there in a role hierarchy?
As a best practice, keep the role hierarchy to no more than 10 levels of branches in the hierarchy. When a user's role changes, any relevant sharing rules are evaluated to correct access as necessary. Peers within the same role don't guarantee them access to each other's data.
What is record type in Salesforce?
Record types in Salesforce allow you to have different business processes, picklist values, and page layouts to different users based on profile. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.
Can you create a new record type for any object using object manager?
You can create a new record type for any object using object Manager. For example, for creating account record type is lightning
How many types of data extensions are there in the marketing cloud?
There are three types of data extensions in Marketing Cloud.
How many groups can you create in email?
You can create as many as 12 groups at a time and apply filters to segment data on a data extension or data extensions. Filters are typically used to update existing data extensions, as well as create brand new data extensions.
What is attribute group in Data Designer?
When you create an attribute group, you give it a name, and you have the ability to link data in Data Designer. Each attribute group includes a data model consisting of data extensions linked to either the contact record or to other data extensions. You can create attribute groups including all relevant data extensions at the same time to ensure that all the necessary data resides in the correct group. After you create a new attribute group, you can create your data model by:
What is data extension?
A data extension is simply a table with fields of data about your contacts. Data extensions can be standalone or related to other data extensions. You can use the data to run queries, pull information, and send to a subset of subscribers.
Is a data extension sendable or nonsendable?
All data extensions are either sendable or nonsendable.
What happens if there is no record in Salesforce?
Analogous to a list view in Salesforce, when you only specify one object in your report type you will only have access to the data stored in the fields defined on that object for your columns*. Every row in this dataset represents a record. If there is no record, there will be no row in the data set. This is the concept of the “primary object”, which applies to all the report types we’ll be covering. If there is no record from the primary object, we will not see a row in our data set. In the sample data above, each table is already showing what the resulting data set would look like. Here is the account and opportunity data set:
How to set up a report type?
Setting up the report type is simple: First, choose the parent object as the primary object. Then, choose the child object as the related object. Be sure to specify the option for “Each “A” record must have at least one related “B” record.”.
Can you report on data from a single object?
The data you and your users want to report on is not always stored in records from a single object. Many times you will need to join data together from various objects to create meaningful reports. But with so many ways to join data together, it’s crucial to know when to use each method. We will be utilizing custom report types ...
Can you create a report type in a custom object?
For custom objects, this report type will exist if there are no master-detail relationships defined and you’ve set the “allow reports” option to true in the object definition. Otherwise, you will have to create this report type yourself. When creating the custom report type, select the desired object as the primary object in step 1 and don’t specify any other objects in step 2.
What is record type in Salesforce?
Record Types are an extremely powerful function of Salesforce. Here’s a brief look at how to properly use them. When doing an initial walkthrough of the architecture of Salesforce, and the Nonprofit Success Pack (NPSP) in particular, there’s always a bit of trepidation around Record Types.
What is Salesforce Trailhead?
Trailhead is a great teaching tool that defines the Salesforce architecture and gives you hands-on training for how to use it. In particular, there’s a helpful trail on Page Layouts and Record Types that is a great starting point to learn more. You can also check out the Nonprofit Cloud Trail to get more background on the Salesforce CRM as a whole from a nonprofit point of view, or this Salesforce Admin Certification Trailmix to give you a great overview of basic Salesforce functionality.
What are the two types of accounts in NPSP?
In NPSP specifically, the Account object comes with two record types: Household Account and Organization . Having these two types of accounts as different record types makes it possible for different fields to be tracked on each. For instance, on a household account, you may want to see the number of household members rolled up in that account, whereas for an organization record, that field would not be needed because individuals would not be considered part of a household.
