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”)
Full Answer
How do I make a required field in Salesforce?
How to do it: Navigate to a record of the object that has the field you want to make required. Click on the gear in the upper right, and click Edit Object. Click on the Fields and Relationships link on the left hand side, then search for the field you want to make required.
What is the scale of a field in Salesforce?
The scale is the number of digits used to describe the fractional value of the field, in other words, the number of digits to the right of the decimal place. A scale of two means that two digits to the right of the decimal place will be displayed. Pages j Salesforce Fields Reference Account AccountContactRole AccountPartner AccountTeamMember
How do I create a related list in Salesforce?
For relationship fields, optionally create an associated records related list and add it to page layouts for that object. To edit the related list name on page layouts, click Related List Label and enter the new name. To add the related list to customized page layouts, select Append related list to users’ existing personal customizations.
How do I delete or add fields in Salesforce?
To request immediate deletion of fields, contact Salesforce Support. From the management settings for the object you want to add a field to, go to Fields. Custom task and event fields are accessible from the object management settings for Activities.
How do I make fields available for reports in Salesforce?
Fields Available for ReportsSelect the object on the right window.Click "Add Fields Related Via Lookup".Click the lookup field in the current object. You can now see the fields from the lookup object.Select the fields you would like to add and click OK.
Which customization option is available for standard fields?
You can customize several aspects of standard fields, such as the values in picklists, the format for auto-number fields, tracking field history, lookup filters on relationship fields, and field-level help.
What are the different types of fields that can be created in Salesforce?
However, Salesforce recommends that you use the 18-character ID.JunctionIdList Field Type. ... Multi-Select Picklist Field Type. ... Percent Field Type. ... Phone Field Type. ... Picklist Field Type. ... Reference Field Type. ... Textarea Field Type. ... URL Field Type.
How do I customize a field in Salesforce?
Change the Custom Field TypeFrom the management settings for the field's object, go to Fields. ... Click Edit next to the custom field you want to change.Click Change Field Type.Select a new data type and click Next.Enter a field label, name, and any other attributes, and then save your changes.
How do I make a standard field editable in Salesforce?
Under App Setup on the left side-bar, expand customize (Note: for custom objects, expand create instead and click Objects to view a list) Expand the standard object you would like to edit the standard field for. Click Fields. If the field can be edited, in the standard field list, there will be an edit button on the ...
How do I make a standard field non editable in Salesforce?
1. Open the field. 2. Click Set Field-Level Security button....For all the users:Go to the page layout.Click the Field Properties in the page layout.Make it Read-Only.
What is custom hierarchy field in Salesforce?
It allows users to use a lookup field to associate one user with another that does not directly or indirectly refer to itself. For example, you can create a custom hierarchical relationship field to store each user's direct manager. A lookup relationship on the user object to the user object.
What is field level security in Salesforce?
Field-level security is a setting that lets Salesforce admins define user restrictions as to who can access specific org data. The setting lets the admin control which user profiles can view, edit, and save information on specific fields.
How many fields can be created in an object in Salesforce?
The number of custom fields allowed per object varies according to your Salesforce Edition. There is a 900 maximum hard limit on the total custom fields per object allowed. In addition to the limits listed above, you can install fields from the AppExchange for a total of 900 custom fields.
How do you change the field type?
Select the field (the column) that you want to change. On the Fields tab, in the Properties group, click the arrow in the drop-down list next to Data Type, and then select a data type. Save your changes.
What is field dependency in Salesforce?
Field Dependencies in Salesforce are the filters that allow user to change the contents of a picklist based on the value of another field. Example :- Here there are two field called Country and State. We have to display all states that are related to Country Field. Like wise Districts that are related to States.
How many types of fields are there in Salesforce?
However, Salesforce recommends that you use the 18-character ID.JunctionIdList Field Type. ... Multi-Select Picklist Field Type. ... Percent Field Type. ... Phone Field Type. ... Picklist Field Type. ... Reference Field Type. ... Textarea Field Type. ... URL Field Type.
Why Get the Fields Available for Retrieval
By getting the fields available for retrieval, you can identify what kind of information is returned on a Retrieve call.
How to Get the Fields Available for Retrieval
The Retrievemethod takes a list of properties to retrieve on a given object. To build a dynamic list of retrievable properties, use the Describe call and filter out the retrievable fields using the IsRetrievable property.
