Slaesforce FAQ

how to build a reference table in salesforce

by Mrs. Burdette Trantow III Published 2 years ago Updated 2 years ago
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Go to the Reports tab and click on New Report. Select the ‘Accounts’ report type and click Create. In the filters pane, click Add and select Field Filter.

Full Answer

What is a data table in Salesforce?

A table that displays columns of data, formatted according to type. This component requires API version 41.0 and later. Basic Data Table This example creates a basic data table by fetching data during initialization.

How to display data based on the data type in Salesforce?

Display data based on the data type by defining the columns object on the metadata attribute. To hide the checkbox column and disable selecting of rows, set selectableRows to false in the metadata.

What is lightning-DataTable component in Salesforce?

This component implements styling from the data tables blueprint in the Salesforce Lightning Design System. lightning-datatable is not supported on mobile devices. Supported features include: Tables can be populated during initialization using the data, columns, and key-field attributes.

How do you create a basic data table?

Basic Data Table This example creates a basic data table by fetching data during initialization. Set the server data on the data attribute. Display data based on the data type by defining the columns object on the metadata attribute.

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How do you make a reference table?

ProcedureOn the View Summary pane, click View Details.Click Reference Tables > New Reference Table.On the New Reference Table pane, type a Name for the reference table.Select the type of reference table that you want to create.Optional: In the Definition field, type a description for the reference table.More items...

How do I create a custom table in Salesforce?

About SalesForce ObjectsLog into your Salesforce Account and click "Setup".Click the "Object Manager".After clicking the Object Manager, click "Create" and select "Custom object".After clicking the "Save" button, set the Tab style and click the "Next" button.More items...•

What is reference data in Salesforce?

In the context of the Salesforce CRM and applications such as Salesforce CPQ, Billing, Advanced Approvals, and yes, Field Service Lightning, reference data allows users to configure their Salesforce environment to their company's needs without requiring any code.

What is a Salesforce table?

A Data Table Salesforce, better known as the Object, has certain rows and columns whereby each row is recognized as the Record. Each Record on the Object contains distinctive Data Points that sum up the Record. On the other hand, it is the column that contains distinctive data, explicit to the column name.

What is data table in Salesforce?

A table that displays columns of data, formatted according to type.

What are reference fields in Salesforce?

A reference field contains an Id value that points to a unique record (usually the parent record) on another object.

What is reference edge Salesforce?

ReferenceEdge is a 100% Salesforce-native application purpose-built for customer reference management. It centralizes customer reference information and content (case studies, videos, logos, etc.), and automates the reference search, request and call coordination processes.

How do I find field references in Salesforce?

On a custom field's detail page, click Where is this used? to see the field reference details. To view the settings for the layout, formula, or other reference, click a reference label. The list can include these references. Note References to reports on objects where there's a foreign key relationship don't appear.

Datatable

A table that displays columns of data, formatted according to type. This component requires API version 41.0 and later.

Example Options

Basic Data Table This example creates a basic data table by fetching data during initialization. Set the server data on the data attribute. Display data based on the data type by defining the columns object on the metadata attribute. To hide the checkbox column and disable selecting of rows, set selectableRows to false in the metadata.

Request Headers

The following table is a non-exhaustive list of headers that are set on requests.

Example: Retrieving Query String Parameters

The following example shows how to use a PageReference object to retrieve a query string parameter in the current page URL. In this example, the getAccount method references the id query string parameter:

Example: Navigating to a New Page as the Result of an Action Method

Any action method in a custom controller or controller extension can return a PageReference object as the result of the method. If the redirect attribute on the PageReference is set to true, the user navigates to the URL specified by the PageReference.

Example: Redirect Users to a Replacement Experience Cloud Site

The following example shows how to redirect a user attempting to access a retired feedback site to a self-service help site. If the redirect attribute is set to true on the PageReference for the feedback site, the user navigates to the URL specified by the PageReference.

What is the key field attribute in Table?

Tables can be populated during initialization using the data, columns, and key-field attributes. The key-field attribute is required for correct table behavior. It associates each row with a unique identifier. This example creates a table whose first column displays a checkbox for row selection.

What is lightning datatable?

A lightning-datatable component displays tabular data where each column can be displayed based on the data type. For example, an email address is displayed as a hyperlink with the mailto: URL scheme by specifying the email type. The default type is text.

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