how to change field set salesforce

Allow the user to change the Field Set while in the Edit Lines page.

• Navigate to the Quote Line Object.
• Create new Field Sets as necessary.
• Navigate to the Quote Object.
• Create a New Picklist Field.
• Set a Field Label.
• Set Field Name to EditLinesFieldSetName.
• Input picklist values, these must be the API names of the Field Sets you created on the Quote Line Object (Remember: Field Set API Names do not ...
• Return to the Quote Object.
• Edit the Line Editor Field Set and include the new field.
• In the Line Editor of a Quote containing Quote Lines, select a value from the picklist.

Full Answer

How to add change set in Salesforce?

Pick the outbound change sets. Snap-on "new". From that point forward, You will be diverted to the Change set alter page. Give Any Name and its Description and snap on the Save button. Snap-on the add button on the Change set component then you will be diverted to add to the change set page.

What is a field set in Salesforce FSC?

Matt is the trusty Salesforce admin at Cumulus who makes sure that Financial Services Cloud (FSC) is set up to handle all these changes. A field set is, well, a set of fields. Simple as they seem, they offer a high level of customization to boost user productivity and customer engagement.

How to create custom fields in Salesforce?

1 Open the Object Fields page. 2 Click + Add Custom Field. 3 Write the name the field 4 Select the field type from the dropdown. 5 Don't change the custom field ID. 6 Choose optional field settings. 7 When finished, click Create custom field. 8 Click on Save.

How do I display field sets on my Visualforce pages?

You can use dynamic bindings to display field sets on your Visualforce pages. A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title.

How do I use a field set in Salesforce?

A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. When a field set is added to a Visualforce page, developers can loop over its fields and render them.

How do I change custom fields?

Edit or delete a custom fieldSelect > Issues.Under FIELDS, select Custom fields.Find the custom field you want to edit and select > Edit details to update the following: The custom field name, which appears on issues. ... Modify the fields as needed and select Update.

What is field set in Salesforce object?

A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. When a field set is added to a Visualforce page, developers can loop over its fields and render them.

How do I edit fields in Salesforce lightning?

0:425:25How to Create Custom Fields to Capture Your Business DataYouTubeStart of suggested clipEnd of suggested clipWe can edit the object right here edit object is a shortcut to the object manager where you manageMoreWe can edit the object right here edit object is a shortcut to the object manager where you manage everything from record types and page layouts to fields edit page takes you into the lightning app

Can we change field type in Salesforce?

Click Edit next to the custom field you want to change. Click Change Field Type. Select a new data type and click Next. Enter a field label, name, and any other attributes, and then save your changes.

How do I edit a field map in Salesforce?

Select the rule you want to look at, and then click Edit Field Mapping. On the Match tab, look at the fields used to match your records to fields in the data service. If a data service field isn't correctly mapped to the standard object, select a different standard object field.

What is a field set?

A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. When a field set is added to a Visualforce page, developers can loop over its fields and render them.

How do I query a field set in Salesforce?

Let's start with using Field set in Salesforce.Step 1: Creating Field Set.Step 2: Use Field Set inside Visualforce using Dynamic Binding.Step 3 : Using Dynamic SOQL to get value – Optional.Get Fieldset Fields in Apex dynamically when Object Name and FieldSet name is supplied at runtime.

How do I add a field set in visualforce?

Go to Setup > Customize > Accounts > Field Set Click on new. Enter all mandatory fields. Also drag and drop all required fields in fieldset. Now we will create visualforce code which will use fieldset.

How do I edit a field in list view?

To make the view displayable on a board, edit the filters on your list view. On the Filters panel, select Add Filter. Choose Opportunity Record Type and the equals operator, then input the value of the record type you want. Your edited list view can now be displayed on the board.

How do I change field label in Salesforce?

Simply go to the Setup menu, and type “Label” in the quick find bar. This will bring up a section to Rename Tabs and Labels. Click on Rename Tabs and Labels to see the list of Standard Objects available to customize – you can change Contacts, Accounts, Opportunities, and even the fields in one of those objects.

How do I create a custom field?

Setup ->Build -> Customize ->select object-> Click on field-> Go to the custom field and relationships-> click on new button and create your custom field. Setup->Build->create->object->select object-> Go to custom field and relationship and create your field in custom object.

Deploying Custom Field and Custom Object Through Change set

Create a Custom object:- There are various ways of creating an Object either you can create from UI or Schema Builder. The Process for creating Objects from UI and schema builder is given below:-

Steps to Create Fields With Schema Builder

Creating the fields with the Schema Builder is a bit like creating objects in UI.

Welcome to Cumulus Cloud

Cumulus Cloud Corporation is a Pennsylvania-based financial services giant. Its wealth management division manages the financial assets of many wealthy clients. Ryan Dobson is the wealth manager at Cumulus who handles the portfolio of high-net-worth clients.

Get, Field Set, Go

A field set is, well, a set of fields. Simple as they seem, they offer a high level of customization to boost user productivity and customer engagement. You can use field sets to display specific business information, like a customer’s contact details. Field sets are also great for capturing information.

The Financial Summary Component

One of the ways Ryan helps his clients reach their financial goals is by creating a smart investment strategy for them. And to do that, he must be aware of various investment-related details about his clients. Details like their net worth and how experienced they are with investments. He wants these details to be easily accessible.

Create a Custom Field Set

A Financial Summary component with investment-related fields is only for Ryan and his fellow wealth managers. His colleagues from the investment banking division don’t want any changes. So Matt creates a field set and adds the fields that Ryan wants to see.

Assign a Custom Field Set to a Lightning Component

The information that the Financial Summary component displays is determined by the field sets assigned to the component. To display the new fields, Matt assigns the new field set created in the previous section to the Financial Summary component.

Edit an Existing Field Set

The Relationships tab on Rachel’s account record provides an overall view of Rachel’s household and its members. The Group Members component displays the contact information of Rachel, her husband, and her trust. These details on the Group Members component are important for customer service agents like Zaw Aung when Rachel calls support for help.