Slaesforce FAQ

how to surface fields from related records in salesforce

by Turner Jones Published 2 years ago Updated 2 years ago
image

Use <apex:outputField> to display individual fields from a record. When you need even more control over your page layout, you can add fields individually. The <apex:outputField> component is designed for doing exactly that.

Full Answer

What is a Salesforce field?

A Salesforce field is like a database column of object tables where the stored data records are perceived as rows. A few standard fields are by default provided in SFDC with Salesforce objects. We can’t delete these fields.

How to display fields of a record with column headers in Salesforce?

When we want to display the fields of a record in a formatted manner with column headers, rather than just the labels and values, we can use the OutputField option. The code given below shows the apex program to display the filled data from Contact.

How many custom fields can you create in Salesforce?

On every object, Salesforce provides the ability to create up to 500 custom fields! That is a lot, and that means that the configuration options are limitless. Standard and custom objects can be customized to capture any type of information your business process requires.

How to display all records of a details table in Salesforce?

We can display all the records of a details table by taking a value from a master table. For example, we can display all the contacts associated with an account. In such case, we use the iteration component which in our case is the contacts table linked to account.

image

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 I reference another field in Salesforce?

To create a cross-object formula when building a formula in the Simple Formula tab, enter the relationship names of the objects to which you are spanning followed by the field you want to reference. Separate the relationship names of each object and the field with periods.

How do I hide a field based on another field in Salesforce?

I think you can't hide fields depending on values in other fields. Most user will set up a validation rule (VR) because Salesforce doesn't support this but if you to hide you can only do this by creating custom validation.

How do I auto populate lookup field values to other fields in Salesforce?

Auto-populate the lookup field with Process BuilderStep 1: Create a Process. From Setup, enter Builder in the Quick Find box, and select Process Builder. ... Step 2: Choose Object and Specify When to start the Process. Click Add Object. ... Step 3: Define Criteria. ... Step 4: Define Immediate Actions. ... Step 5: Activate the Process.

What is cross reference formula in Salesforce?

A Cross-object formula is a formula that spans two related objects and references merge fields on those objects. A cross-object formula can reference merge fields from a master (“parent”) object if an object is on the detail side of a master-detail relationship.

How do I copy data from one field to another in Salesforce?

1:292:19How to Automatically Copy Values from One Field to Another - YouTubeYouTubeStart of suggested clipEnd of suggested clipAddress so that's how it's done a simple flow that copies the values from one field to another. ForMoreAddress so that's how it's done a simple flow that copies the values from one field to another. For more information check out help.salesforce.com. Or join us on the trail.

How do you make a field invisible in Salesforce?

All you have to do now is find the field you'd like to hide and click, hold, and drag it up to the box of fields at the top of the page (so that you see the green ✅ appear), then release. And you're all set, the field is now hidden from the page layout!

How do I create a conditional field in Salesforce?

Create validation rule in Salesforce ClassicClick Setup.Click Customize | [the object you need to modify] | Validation Rules.Click New.Enter the Validation Rule name.Set the Validation Formula as per the suggestion above, feel free to adapt to your needs.Set the error message that the User will receive.More items...

How do I use dynamic forms in Salesforce?

You can start using Dynamic Forms in two ways.Create a custom object record page, then drag Field and Field Section components onto it.Open an existing record page and migrate its record details using the migration wizard.

How do you populate the lookup field with data in all records in Salesforce?

To preserve existing data, here is another approach:Create a Lookup relationship instead of a Master-Detail relationship. ... Add a valid value in the lookup (foreign key) field of each data record in the custom detail object.Edit the object relationship and change the relationship type from Lookup to Master-Detail.

What is related lookup filters in Salesforce?

Improve user productivity and data quality with lookup filters. Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.

How do you pre populate a field in Salesforce?

URL Hack in Lightning to Pre-populate fieldsGet the standard Lightning URL that salesforce construct when creating new Record.Identify the fields and their API Name that you want to pre-populates.Assign the Target fields(The field you want to prepopulate) to Value Pair for the additional fields to be populated.More items...•

Display Fields

When we want to display the fields of a record in a formatted manner with column headers, rather than just the labels and values, we can use the OutputField option. The code given below shows the apex program to display the filled data from Contact. As you can see, we do not need the labels to be in place to indicate the field values.

Display Tables

We can display all the records of a details table by taking a value from a master table. For example, we can display all the contacts associated with an account. In such case, we use the iteration component which in our case is the contacts table linked to account. Below is the code to display all the contacts associated with the Account table.

Salesforce Cross Object Formula field

Salesforce Cross Object Formula field :- In our previous Salesforce Tutorial we have learned about how to create a formula field. In this Salesforce Tutorial we are going to learn about Salesforce Cross Object Formula field and how to create custom Salesforce Cross Object Formula field.

How to create Salesforce Cross Object Formula field?

Here we are going to create Salesforce Cross Object formula field (Hospital Email Address) in Invoice Object.

How Salesforce Cross Object Formula field works?

Now go to Invoice record and we can check the Hospital Email field is present in every Invoice record as shown below.

What is custom field in Salesforce?

Custom: Fields you create on any object is called custom fields. Identity, System, and Name fields are standard for every object in Salesforce. While for each standard object there is a set of prebuilt, standard fields. Custom Objects also have certain standard fields like CreatedBy, LastModifiedBy, Name, Owner.

What is Salesforce object?

Salesforce Objects are database tables that allow storing data in salesforce. Objects are containers for information with special functionality. It helps in the creation of databases in SF, including creating forms and tabs for the end-users.

How to create a custom object in Salesforce?

Go to the setup icon on the salesforce org. Step 1: Setup > build > create > object > new custom object (in classic experience) Step 2: Feed-in the label name, plural label, and object name. Enter Record Name according to the data type. Choose between the TEXT and the Auto Number.

Does Salesforce have direct access to the database?

Salesforce does not provide any direct access to the database and therefore we use Salesforce UI to create new records and fields into the database table via Salesforce objects and fields.

image
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z 1 2 3 4 5 6 7 8 9