Specify Units of Measure for Each Product Enter the unit of measure in which the product is stocked. All inventory transactions will be recorded in this unit of measure (i.e. Adjustments, Physical Count, Transfers).
Full Answer
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.
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.
How do I find the object manager in Salesforce?
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. From the Object Manager page, select an object such as Account or Asset. This opens a details page for that object.
How can I track work across multiple accounts in Salesforce?
For example, you might offer a common set of values for a custom field with the label Status—new, assigned, in progress, and complete—to track work consistently across multiple accounts. Or you might add a free-form text field for comments or account details that vary from record to record.
Product Item
Product items track the quantity of a particular product at a location. They have the following fields.
Product Item Transaction
Product item transactions describe actions performed on a product item. They’re auto-generated records that help you track when a product item is replenished, consumed, or adjusted. They have the following fields.
Product Required
Products required are products that are needed to complete a work order or work order line item. You can add products required to work orders, work order line items, and work types. They have the following fields.
Product Consumed
Products consumed are items from your inventory that were used to complete a work order or work order line item. They have the following fields.
What Are Calculated Dimensions and Measurements
Calculated measurements allow you to perform simple or advanced calculations and apply custom logic to your data. Because they are based on real-time queries, calculated measurements provide you the flexibility you need to build on top of your existing data and get the most out of it.
Put Your Calculated Dimensions and Measurements to Use
Luckily, any calculated measurement and dimension you create can be used in Datorama Reports Advanced! You can use them as you would use any other dimension or measurement in your dashboards, pivot tables, and reports. Here’s how.
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.
Learning Objectives
Create new custom fields to meet business requirements and facilitate accurate data entry with formulas, picklists, and lookups.
Introduction
AW Computing has established a Salesforce environment with users set up, profiles assigned, and access to records and fields configured. But they’re in need of further customization to ensure users have the necessary fields to capture the business information they need. That’s where you, the admin, come in.
Customize Profiles and Objects
Before you get to those tasks, create profiles for members of the sales and support teams.
Learning Objectives
Why Customize fields?
- Salesforce provides several standard fieldsin each record. 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 fieldsare the way to do this. You can create custom fields on standard S…
Try It Yourself
- In your Salesforce org, click and select Setupto open Setup.
- Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box.
- From the Object Manager page, select an object such as Account or Asset. This opens a details page for that object.
- From the sidebar, click Fields & Relationships. Notice that there are already some fields there…
- In your Salesforce org, click and select Setupto open Setup.
- Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box.
- From the Object Manager page, select an object such as Account or Asset. This opens a details page for that object.
- From the sidebar, click Fields & Relationships. Notice that there are already some fields there. Those are the standard fields.
Summary
- Custom fields make Salesforce work better for you and your business. 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.
Resources
- Trailhead:Build a Lemonade Stand App
- Trailhead:Customize a Salesforce Object
- Salesforce Help:Custom Field Types
- Salesforce Help:Create a Custom Picklist Field