Slaesforce FAQ

how to set salesforce field as indexed

by Irwin Bartoletti Published 2 years ago Updated 1 year ago
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Salesforce administrator can define a custom index field by making the field as “External ID” or unique field for the following field types: Number Auto-number Text Email

If it is a custom field you have added, you can self-service an index on a field by making it an "External ID" - click through the setup menu to customise the field and select the option from General Options.Jul 28, 2014

Full Answer

Which fields are automatically indexed in Salesforce?

-Fields that are automatically indexed in Salesforce are:- ->Record Type Id ->Division ->Created Date ->Systemmodstamp (Last Modified Date) ->Name ->Email (for contacts and leads) ->Foreign key relationships (lookups and master-detail) ->The unique Salesforce record ID, which is that the primary key for every object.

How to create tighter queries with custom indexing in Salesforce?

Consider an indexed filter or contact salesforce.com about custom indexing. The workaround is to try and create tighter queries by using a standard Salesforce field that has been indexed.

What are the fields that are indexed by default?

the url you included in your post explains about indexing says: The following fields are indexed by default: primary keys (Id, Name and Owner fields), foreign keys (lookup or master-detail relationship fields), audit dates (such as LastModifiedDate), and custom fields marked as External ID or Unique.

How do I Self-Service an index on a field?

If it is a custom field you have added, you can self-service an index on a field by making it an "External ID" - click through the setup menu to customise the field and select the option from General Options.

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Can we make formula field as indexed in Salesforce?

Yes, you can request to have indexes created on custom formula fields provided that they are deterministic - generally speaking, that they don't have cross-object references, dependency on the current date, or references to fields that have some special built-in functionality.

What does it mean for a field to be indexed in Salesforce?

When a field is indexed, its values are stored in a more efficient data structure. This takes up more space but improves performance when at least two filters with indexed fields are used in a query. Fields that are indexed by default include: Primary keys: Id, Name, Owner, Email (contacts, leads)

How do I make a field searchable in Salesforce?

Choose Use a formula to set the new value and then click Show Formula Editor and select the "Insert Field" button to locate and select the desired field that you would like to make searchable. See Calculate Field Values With Formulas and Considerations for Field Update Actions for additional details.

Which fields are automatically indexed in Salesforce?

Fields that are automatically indexed in Salesforce are:RecordTypeId.Division.CreatedDate.Systemmodstamp (LastModifiedDate)Name.Email (for contacts and leads)Foreign key relationships (lookups and master-detail)The unique Salesforce record ID, which is the primary key for each object.

How do you check if a field is indexed or not Salesforce?

Identifying Salesforce fields that have an index When you're designing filters for a report, list view, or SOQL query, you can confirm that your filter condition fields have indexes by checking the field lists on an object's detail page. Notice that the Indexed column clearly indicates whether a field has an index.

What does indexing a field mean?

What is indexing? Indexing is a way of sorting a number of records on multiple fields. Creating an index on a field in a table creates another data structure which holds the field value, and a pointer to the record it relates to. This index structure is then sorted, allowing Binary Searches to be performed on it.

How do I create a custom field searchable?

Check the External Id box. Create a WFR with criteria as "TRUE" Set it to fire every time a record is created or edited. Create a FU to input the related account records name into the Account Name Searchable custom field.

Which fields are searchable in Salesforce?

The types of records you can search vary according to the edition you have. Not all objects and fields are searchable, so reference the table to determine which records you can find with Salesforce search....Required Editions.ObjectFieldsActivity TimingId NameAction CadenceId NameAd Creative Size TypeId Name112 more rows

How do I add a field to global search in Salesforce?

All you need to do is navigate to the object manager, find the object whose search layout you'd like to edit, and then add or remove the fields you'd like to see when you or your users search for records. Salesforce will then show you the layout plus the columns selected to view.

Which fields should be indexed?

Any column that is going to be regularly used to extract data from the table should be indexed. The columns do not need to be unique. In fact you can get really good performance from a binary index when searching for exceptions.

How will you decide fields on which we create index?

Decide which fields to index You can create indexes that are based on a single field or on multiple fields. You'll probably want to index fields that you search frequently, fields that you sort, and fields that you join to fields in other tables in multiple table queries.

What do you create that automatically creates an index?

What do you create that automatically creates an index? Correct. Creating a primary key on a table automatically creates an index on the key.

What is Salesforce multitenant architecture?

The Salesforce multitenant architecture makes the underlying data table for custom fields unsuitable for indexing. To overcome this limitation, the platform creates an index table that contains a copy of the data, along with information about the data types.

Can a two column index have nulls?

Two-column indexes can have nulls in the second column, whereas single-column indexes can’tunless Salesforce Customer Support explicitly enabled the option to include nulls. Previous. Next. Sorry, the document you are looking for doesn't exist or could not be retrieved.

Does the query optimizer use internal statistics?

All fields in the OR clause must be indexed for any index to be used. For LIKE, the query optimizer does not use its internal statistics table. Instead, it samples up to 100,000 records of actual data to decide whether to use the custom index. Custom indexes can be created on deterministic formula fields.

Standard Indexed Fields

I was recently doing some consulting for a company that works with Salesforce managed packages . They’d come across a problem that had turned into one heckuva knot they were having trouble unraveling. Turns out the issue had to do with some obscure details about Salesforce indexing of fields on its standard objects.

What happens if I need more indexed fields in Salesforce?

By default your primary keys, forgeign keys, custom fields marked as External Ids/Unique along with the system audit dates (like last modified) are indexed. If you have a specific field that you need indexed, you can reach out to Salesforce support.

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