Slaesforce FAQ

how to reference field names in salesforce reports

by Isabelle Heaney Published 2 years ago Updated 2 years ago
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How do I find field references in Salesforce?

On a custom field's detail page, click Where is this used? to see the field reference details. To view the settings for the layout, formula, or other reference, click a reference label. The list can include these references. Note References to reports on objects where there's a foreign key relationship don't appear.

How do I change the field label in a Salesforce report?

You can rename the field entirely (including on page layouts and so on), using Setup > Customize > Tab Names and Labels > Rename Tabs and Labels.

What are name fields in Salesforce?

Local name fields are additional standard text fields that allow you to define original or translated text for certain fields on Account, Contact, and Lead objects. For example, you can define local name fields for a contact so that their name appears in a language appropriate for their locale.

How do I display a field in Salesforce?

Create Custom Fields in Salesforce to Display RecommendationsSelect Text Area (Long), and click Next.Enter a field label. For example, Discovery Explanation . ... On the Establish field-level security page, specify the field's access settings for each profile. ... Choose which page layouts display the field.

How do I rename a field label?

Renaming Standard Field Labels Go to Build > Customize > Tab Names and Labels > Rename Tabs and Labels. Click Edit to the left of the Standard Object Name. Note the Next button in the lower right. You can click that to go right to rename the fields without touching the name of the object itself.

Can we rename column name in report Salesforce?

It is not possible to rename the Report columns within Standard Report Types. When creating a Custom Report Type (CRT), users are provided with the option to update the Display Label for any field that has been added to the CRT.

What is the difference between field label and field name in Salesforce?

Field Label - How the field is displayed in the user interface in areas such as record detail pages, search results, and list views. API Field Name - The name of the field, as used programatically in Apex, or any of the APIs (Rest, SOAP, Bulk, etc).

How do I create a name field in Salesforce?

0:324:03How to Create a Custom Field in Salesforce (Salesforce Classic)YouTubeStart of suggested clipEnd of suggested clipOnce in the object manager. Find the contact object. And in the fields in relationship section clickMoreOnce in the object manager. Find the contact object. And in the fields in relationship section click new now you can pick which type of field you want to create.

How do I find the field name from API name in Salesforce?

Standard objectsGo to Setup.Go to App Setup | click Customize.Locate the object the click Fields.Look for "API Name" column value in "Custom Fields & Relationships" section.

How do I display a field from another object in Salesforce?

Salesforce LookUp Fields Based on Another Field's ValueClick on SetUp (Gear Icon) and then click on the Object Manager.Click on the object you will be adding the Look Up field to. ... Select Fields & Relationships and then click the New.Select Lookup Relationship from the Data Type list and click Next.More items...•

How do you display object fields in lightning component?

Use the lightning-output-field component in lightning-record-view-form to display the value of a record field on a Salesforce object. Use the field-name attribute to specify the API field name.

How do I add a custom field to a Salesforce report?

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.

Labels

Use the element’s exact label when you refer to user interface elements, but remove any end punctuation, such as an ellipsis. Retain any punctuation that’s not at the end of the label.

Capitalization

Use title-style capitalization for field names. Don't capitalize field when it is part of a name, unless it’s in a heading or considered part of the proper name.

Custom Fields

When referring to a custom field that you recommend users create, use the same style conventions as when referring to a standard Salesforce field.

Prepositions

When referring to fields in relation to objects, use on instead of in.

Example

When you create a custom field on a standard object, add the custom field to your package explicitly.

Custom Fields in Lightning Experience

1. Go to Setup. 2. Click Object Manager. 3. Locate and click the object. 4. In the sidebar, click Fields & Relationships. 5. Locate the field label. 6. Check the 'Field Name' column name value.

Custom Object in Lightning Experience

1. Go to Setup. 2. Click Object Manager. 3. Locate the object name. 4. Check the 'API Name' column.

What is an account in Salesforce?

Represents an individual account, which is an organization or person involved with your business (such as customers, competitors, and partners). For more information, see Account in the Object Reference for Salesforce and Lightning Platform.

What is ActiveProfileMetric in Salesforce?

Represents the profile associated with the active, assigned, and purchased user licenses. For more information, see ActiveProfileMetric in the Object Reference for Salesforce and Lightning Platform.

What is AIInsightValue in Salesforce?

Represents an Einstein prediction insight value. For more information, see AIInsightValue in the Object Reference for Salesforce and Lightning Platform.

What is an accountpartner record?

An AccountPartner record is created automatically when a Partner record is created for a partner relationship between two accounts. For more information, see AccountPartner in the Object Reference for Salesforce and Lightning Platform.

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