Slaesforce FAQ

how to bundle address fields in salesforce site success.salesforce.com

by Estelle Bechtelar Published 2 years ago Updated 2 years ago
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What are address fields in Salesforce?

Address fields are provided on many standard objects, such as Account, Contact, Quote, and User. Some objects provide fields for multiple addresses. For example, Account provides for four different addresses. In this case, address field names are prefixed with the type of address, for example, BillingAddress , ShippingAddress, and so on.

What is a compound address in Salesforce?

Address Compound Fields Standard addresses—addresses built into standard objects in Salesforce—are accessible in the SOAP and REST APIs as an Address, a structured compound data type, as well as individual address elements. The Address type extends the Location type, the data type used for compound geolocation fields.

What is field service in Salesforce?

Field Service (formerly known as Field Service Lightning) gives you a powerful, highly customizable, mobile-friendly field service hub in Salesforce. The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

How do I redirect a custom domain to Salesforce sites?

Create CNAME records to redirect your custom domain and subdomains to your Salesforce Sites domain without exposing the secure.force.com or salesforce-sites.com name in the URL. It can take up to 48 hours for your Salesforce Sites domain to become available on the Internet. Custom domains aren't supported for Developer Edition organizations.

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Can we create address field in Salesforce?

With Custom Address Fields (beta), your Salesforce end users can add and retrieve address data via custom Address compound fields on standard and custom objects. Users can edit the custom address field data in records and view custom address data in list views and reports.

How do I create an address data type in Salesforce?

In Salesforce Classic: Setup | Customize | Contacts | Fields. Click New. Select Formula for the Data Type. Name the field and select Text for the Formula Return Type....Click Next.Add the desired field level security and page layouts in the respective formulas above.Click on Save.

What is address data type in Salesforce?

Standard addresses—addresses built into standard objects in Salesforce—are accessible in the SOAP and REST APIs as an Address, a structured compound data type, as well as individual address elements. The Address type extends the Location type, the data type used for compound geolocation fields.

What is __ PC field in Salesforce?

person contactThe __pc stands for person contact and are custom fields in the Contact object. This is how it works: a Person Accounts is also considered a Contact in the salesforce back-end, therefore, person accounts have an Account Id and a Contact Id.

How do I create a custom address object in Salesforce?

StepsLog in to your Salesforce account.Click Setup at the upper-right corner.Under the Build section, click Create and select Objects.To create a custom object, click New Custom Object.Enter the name of the Custom Object in Label, Plural Label, and Object Name.More items...•

How many distinct data fields do addresses typically use in Salesforce?

The five different data types in API: ID. String. Boolean.

How many types of fields are there 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 Salesforce fields?

Fields in Salesforce represents what the columns represent in relational databases. It can store data values which are required for a particular object in a record.

What are different fields in Salesforce?

Auto number, email, phone, picklist, multi-select picklist, text, text area, long text area, rich text area, data category group reference and URL.

What is __ R and __ C in Salesforce?

__c is for Custom objects For example: Custom_Object__c . It is used for reference custom object in Apex or visualforce page, formula field etc internally. Used as suffix. __r is for Custom objects reference For example: Custom_Object__r .

What is difference between __ C and __ R in Salesforce?

In short, “__c” signifies something custom in Salesforce while “__r” signifies a relationship. When you use “__c”, you are telling Salesforce that you need the data that is stored in that particular custom field, whatever it may be.

What are __ R fields in Salesforce?

"__r" is used for retrieving field values from the object's related another object when those objects have relationship via Lookup field.

What is organizational address enabled?

Organizational Account Addresses Enabled (2) toggles address management for organizational accounts. For organizational accounts, address management is disabled by default, but you can enable multiple addresses and other functionality by selecting this setting.

Why leave address management enabled?

But remember that even if you have simple address-tracking needs, leaving address management enabled allows you to take advantage of automatic syncing of address records on all contacts in a household when the household address changes.

How to enable address management in NPSP?

To enable address management for organizational accounts, select the Organizational Account Addresses Enabled field in NPSP Settings > People > Addresses.

What is address override?

Address overrides for individual contacts in a household for situations when a contact wants to receive mailings at a different address than the household. Support of address verification services, so you know right away if an address isn't accurate.

Why is address management important in NPSP?

Whatever you decide, remember that configuring the address management features in NPSP to meet your organization’s needs — and support clean and complete data — is critical to supporting user adoption. And user adoption is the key to ensuring that you see the greatest return on your investment in any technology.

How to find address settings in NPSP?

You can find these settings in NPSP Settings by clicking People then Addresses.

Does Sofia update address?

If a family moves, not only does the household address need to be updated, but also the mailing address for each contact in the household. Address management automates this task by syncing the new address between the household account and each of the related contacts. Sofia always updates the household account address first — it’s most efficient and keeps NMH’s contact data up to date.

How to populate Salesforce field name?

Salesforce populates Field Name using the field label. This name can contain only underscores and alphanumeric characters, and must be unique in your org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Use the field name for merge fields in custom links, custom s-controls, and when referencing the field from the API.

How long does it take to delete a field in Salesforce?

The delete process runs only when the queue is full, so it can take days or weeks to start. In the meantime, the deleted fields are still counted as part of the limit. To request immediate deletion of fields, contact Salesforce Support.

How to do indirect lookup?

For indirect lookup relationship fields, select a unique, external ID field on the parent object, and then click Next. The parent field values are matched against the values of the child indirect lookup relationship field to determine which records are related to each other.

What happens when a standard and custom field have identical names?

If a standard and custom field have identical names or labels, the merge field displays the custom field value.

How to edit related list name?

To edit the related list name on page layouts, click Related List Label and enter the new name.

Where are custom task and event fields?

Custom task and event fields are accessible from the object management settings for Activities.

Can you edit a custom field in Portal?

When you create a custom field, by default the field isn’t visible or editable for portal profiles, unless the field is universally required.

What is Salesforce site?

Salesforce Sites enables you to create public websites and applications that are directly integrated with your Salesforce organization— without requiring users to log in with a username and password. You can publicly expose any information stored in your organization through a branded URL of your choice.

How to determine the URL of a Salesforce site?

The Salesforce Sites Domain. For each of your sites, you determine the URL of the site by establishing the site's domain name. You can choose one of the following domain options. Use your Salesforce Sites domain. With this option, your Salesforce Sites domain name is used for all the sites that you create.

What is Salesforce information?

Salesforce organizations contain valuable information about partners, solutions, products, users, ideas, and other business data. Some of this information would be useful to people outside your organization, but only users with the right access and permissions can view and use it.

What is a support FAQ?

Publish a support FAQ—Provide helpful information on a public website where customers can search for solutions to their issues.

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