How to create custom compound field in Salesforce?
I recommend you to go through about 'Compound' field in Salesforce. If you would like to create custom compound field, currently that is not possible but there was an idea posted in Salesforce. This is because 'Name' is a compound field.
Are first and last name fields concatenated in contact Object Manager?
In the Contact Object Manager, Fields & Relationship I am not able to find the First Name and Last Name fields. Seems both are concatenated and updated in Name field. But how could I know that there is a concatenate happening at the background and why the First and Last Name fields are not displayed in the List.
What is the name field for?
The Name field is a standard field that exists on every org. For contacts and users, it's a read only field that concatonates the First, Middle, Last names and also Saluation and Suffix.
How to remove the name from the page layout?
Note you can default the Name using Predefined Field Values on a Create Record Publisher Action. As you noted, you can remove the Name from Page Layout only if it is an auto-number field. Show activity on this post. This is a great example of when to use Flow. Just create a Flow to gather all the data from which the name can be constructed.
Is Last name a required field in Salesforce?
The primary "name" field of each object is always required, and may not be changed. Account Name, Last Name (lead, contact), Opportunity Name, Product Name, Pricebook Name, etc... all are required by the system.
What is name field in Salesforce?
Local name fields are additional standard text fields that allow you to define original or translated text for certain fields on Account, Contact, and Lead objects. For example, you can define local name fields for a contact so that their name appears in a language appropriate for their locale.
How do I mass import contacts to Salesforce?
In Salesforce: From Setup, enter Data Import Wizard in the Quick Find box, then click Data Import Wizard. Click Launch Wizard! Under "What kind of data are you importing?" click Accounts and Contacts. Under "What do you want to do?" select your desired action.
How do I update all my contacts in Salesforce?
Click Accounts and Contacts | Update Existing Records Match Contact by: Email (You can also select Salesforce.com ID) Match Account by: Salesforce.com ID. Update existing Account information: check....Upload your CSV file.Map the fields. Make sure that Account ID is mapped to Contact: Account ID.Click on Start Import.
Can we change the field name in Salesforce?
You can change the name of almost any object, field, or tab in Salesforce. This simple adjustment lets you continue using the terminology your users already know and helps them transition to using Salesforce.
Is Field Name and API name same in Salesforce?
Field Label - How the field is displayed in the user interface in areas such as record detail pages, search results, and list views. API Field Name - The name of the field, as used programatically in Apex, or any of the APIs (Rest, SOAP, Bulk, etc).
How do I prepare my data for import Salesforce?
3:066:06Prepare your Data for Import | Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipFile you'll need to match the names of your columns to the fields in salesforce. The data importMoreFile you'll need to match the names of your columns to the fields in salesforce. The data import wizard and the data loader will start by auto mapping your columns to existing fields.
How do I import bulk data into Salesforce?
Use the Data Import WizardStart the wizard. From Setup, enter Data Import Wizard in the Quick Find box, then select Data Import Wizard. ... Choose the data that you want to import. ... Map your data fields to Salesforce data fields. ... Review and start your import. ... Check import status.
What is import wizard in Salesforce?
The Data Import Wizard makes it easy to import data for many standard Salesforce objects, including accounts, contacts, leads, solutions, campaign members, and person accounts. You can also import data for custom objects. You can import up to 50,000 records at a time.
How do I enable related contacts?
Under setup, go into the Account Page Layouts (in Classic, look under Build | Customize | Accounts | Page Layouts; in Lightning, look under the Object Manager | Account | Page Layouts) and select the layout you wish to modify. Then add in the Related List called “Related Contacts” to your page layout.
How do I edit contacts in Salesforce?
0:221:31Edit or Delete a Contact in Salesforce - YouTubeYouTubeStart of suggested clipEnd of suggested clipIf you want to edit a specific contact you can just click this edit link right here next to theMoreIf you want to edit a specific contact you can just click this edit link right here next to the contact.
What is Salesforce Comid?
A Salesforce.com ID is what references each Record in the back end of Salesforce. It si basically what Salesforce uses to track all of your records. It is similar to a key field in an RDMS. You can find an ID by going to the contact page inside of Salesforce, and looking at the URL at the top of the page.