1) Click on the “Administer” tab 2) Click on the “Customize” tab 3) Click on the “Fields” tab 4) Click on the field type you want to add (for example, “Text Area”) 5) Fill in all of the necessary information about that field (name, display name, long text, short text, etc.))
Full Answer
What are the indexed fields in Salesforce?
The standard Salesforce indexed fields are: Lead: Company, Email, Lead Owner, Name. Contact: Account Name, Contact Owner, Email, Name, Reports To. On top of these, system time fields (last modified, created date etc) and any lookup fields are also indexed.
How do I create custom indexes in Salesforce sandbox?
Salesforce supports custom indexes to speed up queries, and you can create custom indexes by contacting Salesforce Customer Support. The custom indexes that Salesforce Customer Support creates in your production environment are copied to all sandboxes that you create from that production environment.
How do I create a custom field in Salesforce?
Try It Yourself 1 In your Salesforce org, click and select Setup to open Setup. 2 Click the Object Manager tab. ... 3 From the Object Manager page, select an object such as Account or Asset. ... 4 From the sidebar, click Fields & Relationships. ... 5 Click New to create a custom field. ... 6 Next, choose a data type. ... More items...
How do I Self-Service an index on a field?
If it is a custom field you have added, you can self-service an index on a field by making it an "External ID" - click through the setup menu to customise the field and select the option from General Options.
How do I make a field an indexed field in Salesforce?
If this is the standard Account Number field, it will already be indexed by Salesforce. If it is a custom field you have added, you can self-service an index on a field by making it an "External ID" - click through the setup menu to customise the field and select the option from General Options.
What is an index field in Salesforce?
When a field is indexed, its values are stored in a more efficient data structure. This takes up more space but improves performance when at least two filters with indexed fields are used in a query. Fields that are indexed by default include: Primary keys: Id, Name, Owner, Email (contacts, leads)
How do I create a custom index in Salesforce?
Fortunately, you can request Salesforce Support to create a custom index for deterministic fields....Salesforce administrator can define a custom index field by making the field as “External ID” or unique field for the following field types:Number.Auto-number.Text.Email.
Can we index formula field in Salesforce?
Yes, you can request to have indexes created on custom formula fields provided that they are deterministic - generally speaking, that they don't have cross-object references, dependency on the current date, or references to fields that have some special built-in functionality.
Which field type can be indexed?
The following fields are indexed by default: primary keys (Id, Name and Owner fields), foreign keys (lookup or master-detail relationship fields), audit dates (such as LastModifiedDate), and custom fields marked as External ID or Unique.
How do you check if a field is indexed or not Salesforce?
Identifying Salesforce fields that have an index When you're designing filters for a report, list view, or SOQL query, you can confirm that your filter condition fields have indexes by checking the field lists on an object's detail page. Notice that the Indexed column clearly indicates whether a field has an index.
What is custom index in Salesforce?
Two-column custom indexes are a specialized feature of the Salesforce platform. They are useful for list views and situations where you want to use one field to select records to display and another field to sort them.
Which fields are automatically index in a Salesforce?
Fields that are automatically indexed in Salesforce are:RecordTypeId.Division.CreatedDate.Systemmodstamp (LastModifiedDate)Name.Email (for contacts and leads)Foreign key relationships (lookups and master-detail)The unique Salesforce record ID, which is the primary key for each object.
How do I change the indexed field in Salesforce?
To change the index, you must start over with a new big object. Design your index so that you assign the most frequently used field in a query filter to Index Position 1. The order in which you define the fields determines the order that they're listed in the index.
How is indexing done?
Indexing is a way of sorting a number of records on multiple fields. Creating an index on a field in a table creates another data structure which holds the field value, and a pointer to the record it relates to. This index structure is then sorted, allowing Binary Searches to be performed on it.
Can Date field be indexed in Salesforce?
As per salesforce documentation, indexing will be supported only on Text, Email and Number fields. So you can raise a ticket with salesforce on this, whether they will provide index on datetime or not.
How do I create a lookup table in Salesforce?
To add a LookUp field based on the value of another field:Click on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...•
What is a two column index in Salesforce?
Two-column custom indexes are a specialized feature of the Salesforce platform. They are useful for list views and situations where you want to use one field to select records to display and another field to sort them. For example, an Account list view that selects by State and sorts by City can use a two-column index with State in the first column and City in the second.
What happens if criteria for an index field are not met?
If the criteria for an indexed field are not met, only that index is excluded from the query. If they are in the WHERE clause and meet the thresholds for records, other indexes are sometimes used.
What is Salesforce multitenant architecture?
The Salesforce multitenant architecture makes the underlying data table for custom fields unsuitable for indexing. To overcome this limitation, the platform creates an index table that contains a copy of the data, along with information about the data types.
What is a two column index?
When a combination of two fields is a common filter in the query string, two-column indexes typically help you sort and display records. For example, for the following SOQL, which appears in pseudo code, a two-column index on f1__c,f2__c is more efficient than single indexes on f1__c and f2__c.
What happens if formula is modified after index is created?
If the formula is modified after the index is created, the index is disabled. To re-enable an index, contact Salesforce Customer Support.
Does Salesforce have indexes?
Salesforce supports custom indexes to speed up queries, and you can create custom indexes by contacting Salesforce Customer Support.
Does the query optimizer use internal statistics?
All fields in the OR clause must be indexed for any index to be used. For LIKE, the query optimizer does not use its internal statistics table. Instead, it samples up to 100,000 records of actual data to decide whether to use the custom index. Custom indexes can be created on deterministic formula fields.
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 Salesforce fields?
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.
What happens when you create a field label called email?
If you create a field label called Email and a standard field labeled Email exists, the merge field is unable to distinguish between the fields. Adding a character to the custom field name makes it unique. For example, Email2.
Where are custom task and event fields?
Custom task and event fields are accessible from the object management settings for Activities.
Can you add custom fields to Group Edition?
Custom fields aren’t available on Activities in Group Edition
Can index tables include null values?
By default, the index tables do not include records that are null (records with empty values). You can work with Salesforce Customer Support to create custom indexes that include null rows. Even if you already have custom indexes on your custom fields, you must explicitly enable and rebuild them to get the empty-value rows indexed.
Does Salesforce have indexes?
Salesforce supports custom indexes to speed up queries, and you can create custom indexes by contacting Salesforce Customer Support.
What happens if I need more indexed fields in Salesforce?
If you have a specific field that you need indexed, you can reach out to Salesforce support. Keep in mind though that there is a limit to how many you can add and they are going to weigh the pros and cons with you to see if this is going to help your situation.
Can a field be used as an index?
Certain fields cannot be used as indexes. Examples include: multi-option picklists, currency fields if the org has multi-currency enabled, certain formula fields, binary fields (like a blob or file). In general any complex field type is not a candidate.
What are standard fields in Salesforce?
Standard fields are common to most CRM businesses, like company name, contact, account number, status, date, and amount. But every business is unique, and you may want to capture important info that’s not covered by a standard field. Custom fields are the way to do this.
How many custom fields can you create in Salesforce?
The total number of fields you can create depends on which edition of Salesforce you’re using. For Enterprise customers, the limit is usually 800 custom fields.
Can you create custom fields in Salesforce?
When you create a custom field, you decide where it appears, what info it contains (1), what format it should be (such as number, text, date, or picklist) (2), and who sees it and who can change the field value. Fields can store many different types of data.
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Can you create an index on a formula field?
Yes, you can request to have indexes created on custom formula fields provided that they are deterministic - generally speaking, that they don't have cross-object references, dependency on the current date, or references to fields that have some special built-in functionality.
Can a formula field be indexed?
A formula field cannot be indexed at this time although I understand it's something that is potentially in the works for a future time. Formula fields are only evaluated when the record is actually opened and cannot be indexed for that reason. You can populate a lookup field from another object or using workflow you can populate a text field.
Can formula fields be indexed in Salesforce?
Unless something's recently changed, (some) formula fields can be indexed by request to Salesforce Support.