Slaesforce FAQ

how to index a custom field in salesforce

by Etha Kub MD Published 2 years ago Updated 2 years ago
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Best Answer chosen by rlewis srlawr uk 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.

Full Answer

How do I Index a 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 are custom fields in Salesforce?

Custom fields are the way to do this. You can create custom fields on standard Salesforce objects or on custom objects. 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.

Why indexing is important in Salesforce?

In the modern cloud application with a large data set like Salesforce, indexing is very important to allow an application to search and return results to users at a minimum time and cost. Indexing will also be used by query optimizer to gather the statistics of each index.

How do I add a comment field to a Salesforce record?

Or you might add a free-form text field for comments or account details that vary from record to record. In your Salesforce org, click and select Setup to open Setup. Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box.

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How do I index a field in 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.

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.

When custom indexed fields are used in Salesforce?

For example, a custom index is used if: A query is executed against a table with 500,000 records, and the filter matches 50,000 or fewer records. A query is executed against a table with 5 million records, and the filter matches 333,333 or fewer records.

What is an indexed 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)

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.

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.

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.

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 SOSL in Salesforce?

Salesforce Object Search Language (SOSL) is a Salesforce search language that is used to perform text searches in records. Use SOSL to search fields across multiple standard and custom object records in Salesforce. SOSL is similar to Apache Lucene.

Where should a developer store a custom index definition?

All customized and custom index definitions need to be stored under /oak:index . The filter for the package needs to be set such that existing (out-of-the-box indexes) are retained.

How to self service an index 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.

Is a filter selective if it is indexed?

Even if a field is indexed a filter might still not be selective when: 1. The filter value includes null (for instance binding with a list that contains null) 2. Data skew exists whereby the number of matching rows is very large (for instance, filtering for a particular foreign key value that occurs many times) ...

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.

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.

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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