Customize Formula Fields Create a custom formula field on the Opportunity object that displays the Region and Zone information from the account record. While still in Fields & Relationships for the Opportunity object, click New.
Full Answer
How do I create a commission formula in Salesforce?
Create a custom formula field on the Opportunity object that calculates 10 percent commission whenever an opportunity is closed won. From Setup, click Object Manager and select Opportunity. Select Fields & Relationships then click New. Select Formula as the Data Type, then click Next. Enter Commission as the Field Label.
How do I create a region/zone field in Salesforce?
Create a custom formula field on the Opportunity object that displays the Region and Zone information from the account record. While still in Fields & Relationships for the Opportunity object, click New. Select Formula as the Data Type, then click Next. Enter Region/Zone as Field Label.
What is unique field combination in Salesforce?
Unique Field combination in Salesforce 11:23 PM While creating fields in any object you have the option of specifying the field as UNIQUE. This means that the field can only have unique values and is meant for eradicating duplicates.
Is there a way to make a formula field unique?
You're right, you can't make a formula field unique. But you can still do this. You're halfway there with your Formula (Text) field that concatenates the Vendor ID and the Invoice Number.
Can you make a formula field unique in Salesforce?
You're right, you can't make a formula field unique.
How do you make a field value unique in Salesforce?
1. create a text field (dont put it on the page layout) and set it as unique. 2. Create a workflow on create/edit of the table (edit of the relevant fields if you want to be efficient) that concatenates the two fields you want into the created text field AND to the record name.
How do I make a formula field editable in Salesforce?
Formula field value cannot be changed directly, they are read only. However, the value of formula fields can be changed by changing the values of the fields referenced in the formula fields.
What is the use of unique field in Salesforce?
The 'Unique ID' field is a setting which prevents the same value from being used in multiple records for any specific field. External IDs are often created with the 'Unique ID' setting so that the External IDs will be unique to each record.
How do you prevent duplicates in Salesforce?
Here are three ways to use a duplicate rule to handle duplicates, using leads as an example.Alert sales reps when they're about to create a duplicate lead. ... Block sales reps from creating duplicate leads. ... Prevent reps from creating duplicates of records they don't have permission to view.
What type of fields can be marked as unique in Salesforce?
The field type should be any one of auto-number, email, number, or text. Custom fields marked as unique also count against an object's limit of 7 External IDs' fields.
Can a formula field be edited?
It is not possible to make formula field as editable. formula field is a read only field.
Can we edit a formula field value in a record?
No, you can't edit the formula field on the Page layout. Formula fields are read-only fields in Salesforce.
What is custom formula field in Salesforce?
Formula in Salesforce are used to calculate custom fields, validation rules, Flow logic etc. Formula field are read-only fields that automatically calculate a value based on other fields or a formula. Any change in expression or formula will automatically update the value of formula field.
How do I create a formula field as an external ID in Salesforce?
Formula fields cannot be external id's unfortunately. Only text, email or number field. If using Enterprise or Unlimited Edition, you could try using a workflow rule and field update that update a field of one of those data types with the new value. Then you could use that as an external id potentially.
What is a unique field?
A unique field is a field in a record whose value makes the record unique. For example, the email address field could be marked as a unique field because, clearly, no two people can have the same email address.
What is the difference between 15 and 18 digit ID in Salesforce?
15 character ID is a case-sensitive version which is referenced in the Salesforce user interface. You can use this ID while performing data operations through the user interface. 18 character ID is the case-insensitive version which is referenced through the APIs.
Introduction
VP of Sales Allison Wheeler has requested your help in collecting additional information on opportunities. First, she’d like sales and executive users to see their commission calculated for won opportunities. She’d also like the regions and zones of accounts displayed on opportunities for all to see.
Calculate the Commission
Create a custom formula field on the Opportunity object that calculates 10 percent commission whenever an opportunity is closed won.
Customize Formula Fields
Create a custom formula field on the Opportunity object that displays the Region and Zone information from the account record.
Can you make the account name and billing country unique?
In such a case, you cannot make the "Account Name" as well as the "Billing Country" field s unique, since the combination of these two fields is only unique and not they both separately.
Can a field be unique?
While creating fields in any object you have the option of specifying the field as UNIQUE. This means that the field can only have unique values and is meant for eradicating duplicates. But, mostly we need to have a combination of fields to determine a unique record.
