Replace fieldname with your field's API name and recordname with the name of the object containing your field. If you're using a Salesforce CPQ field, enter SBQQ__ at the beginning of your field name. If you're using a custom field, including fields from a managed package such as Salesforce CPQ, include __c at the end of your field name.
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 enable Salesforce CPQ to translate custom fields?
If you're using a custom field, including fields from a managed package such as Salesforce CPQ, include __c at the end of your field name. When a merge field references a picklist field, Salesforce CPQ uses either the field’s Label or API Name based on the Enable Multi-Language Translations package setting.
What is the use of merge field in Salesforce CPQ?
!template. This merge field references all fields related to the Salesforce CPQ quote object. !quote. This merge field references all fields related to the Primary Contact on the Salesforce CPQ quote object.
How does Salesforce CPQ handle picklist fields?
When a merge field references a picklist field, Salesforce CPQ uses either the field’s Label or API Name based on the Enable Multi-Language Translations package setting. If the setting is active, Salesforce CPQ uses the picklist value’s Label. Otherwise, it uses the picklist value’s API Name.
How do I rearrange fields in Salesforce?
Edit Page Layout to Rearrange Fields in Salesforce EssentialsClick on the gear icon in the top right corner.Click Setup.Click the Object Manager tab.Select the object that you would like to make a change to.In the left navigation click Page Layouts.Navigate to the page layout that you would like to update.More items...
How do I create a position field in Salesforce?
Start by creating a self relationship with the Position object.From Setup, click Object Manager.Click Position.Click Fields & Relationships, then New.Select Lookup Relationship as the Data Type.Click Next.In the Related To picklist, select Position.Click Next.Change the Field Label to Related Position .More items...
How do I move columns in Salesforce?
You can resize columns in either of the following ways:Move your cursor to the column divider and drag the divider to the left or right.Click the gear icon and choose Select Fields to Display. Then move your cursor to the column divider and drag the divider to the left or right.
How do I customize a field layout in Salesforce?
Navigate to >> setup >> Object Manager >> select the object >> Page layout. Click on Edit button. Customize the fields in Record pages: Drag and drop required fields to the layout, as shown in the below picture.
What is rollup summary in Salesforce?
A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship.
What is hierarchy data type in Salesforce?
Hierarchical: A special lookup relationship is available for only the user object. It lets users 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.
How do I rearrange the order of columns?
Rearrange the order of columns in a tableSelect the column that you want to move. To select more than one column, drag the pointer until you have selected the columns that you want.Do one of the following: In Datasheet view, drag the selected columns horizontally to the position that you want.
Can you change the order of Fields on a report?
Click a table name, then click Reports & Charts on the Page bar to open the reports panel. Click a report name to open it. Click Customize this Report on the Page bar. Select columns to display and set their order.
How do you move columns on a report?
Rearrange Columns In A ReportSelect the required Report from the Dashboard -> Reports tab.Open Report Settings -> Column Properties tab.Click on the required Form Field, drag it up or down, and drop it where needed.
How do I change the layout of an object in SalesForce?
From the management settings for the appropriate object, go to Page Layouts. Alternately, if you're using the Enhanced Page Layout Editor, which is enabled by default, you can customize a standard object's page layout by clicking Edit Layout on the object's detail page.
How do I change the layout of SalesForce lightning?
The ability to open in Page Layout is still there, but it is now located in the Setup (Gear icon) drop down and called Edit Page. The Edit Page link will open any screen, including quick action layouts making them easier to find and maintain.
How do I make fields read only on page layout?
Lightning Experience:Click on Setup | Administration | Users | Permission Sets.Open the Permission Set that has the 'Edit Read-Only Fields' added in it.Go to System permission.Deselect the option 'Edit Read Only Fields'Save.
How long does it take to delete a field in Salesforce?
The delete process runs only when the queue is full, so it can take days or weeks to start. In the meantime, the deleted fields are still counted as part of the limit. To request immediate deletion of fields, contact Salesforce Support.
Can you edit a field in Portal?
Users can read and edit the field. Users can read but not edit the field. Users can’t read or edit the field. When you create a custom field, by default the field isn’t visible or editable for portal profiles, unless the field is universally required.