How to identify the standard fields in Salesforce?
You can see the list of the standard fields in the Salesforce Field Reference Guide From an API perspective, custom fields are usually identified by a __c suffix (there are a few exceptions, such as GeoLocation fields). Can I consider combination of Standard Fields as the unique identifier for a record?
What is a custom field in Salesforce?
Custom fields are just that. Fields that have been added to the standard Salesforce schema to tailor the data for each object. The user who creates the field can specify the field type and any applicable limitations, such as the maximum number of characters in a text field.
What is the difference between standard and custom report types?
Custom Report Type you need to "drill-down" to the right Role, otherwise it defaults to the Running User's Role. A Standard Report Type will show all the Opportunities the Running User can see, and that meet the criteria. A Custom Report Type will only show Opportunities owned by a User with the same Role as or a Role below them in the Hierarchy.
What opportunities can I See in a custom report type?
A Custom Report Type will only show Opportunities owned by a User with the same Role as or a Role below them in the Hierarchy.
How can you tell if a field is custom in Salesforce?
Custom objects have an associated name field that is defined by your Salesforce administrator. Custom fields must have unique names within the same object. In the API, the names of custom fields are identified by a suffix of two underscores immediately followed by a lowercase “c” character.
What is the difference between standard and custom reports?
A Standard Report Type will show all the Opportunities the Running User can see, and that meet the criteria. A Custom Report Type will only show Opportunities owned by a User with the same Role as or a Role below them in the Hierarchy.
Why custom field is not showing in report Salesforce?
Go to Setup / Customize / Accounts / Fields, click on the custom field, click Set Field Level Security, and add Visible to your profile. If you're on Professional Edition or lower, you'll instead need to add the field to your account page layout.
What differentiates a custom field from a standard field?
Custom fields are just that. Fields that have been added to the standard Salesforce schema to tailor the data for each object. The user who creates the field can specify the field type and any applicable limitations, such as the maximum number of characters in a text field.
How do I add a custom field to a standard report type in Salesforce?
Simply go into Setup->Create->Report Type, click the Selected Fields button and add the field.
What does CRT mean in Salesforce?
Custom Report Types (CRT) gives Salesforce administrators the ability to create dynamic reports that go beyond the ability Standard Reports have. Think of Standard Reports as a canned reporting tool that is provided by Salesforce.
How do I add a custom field to a report?
From the 'Fields Available for Reports' section, click Edit Layout. Drag and drop the missing fields from the Field Definition Fields section, then click Save. You can also add additional fields via lookup on your primary or secondary object by clicking Add fields via lookup.
How do you make a field visible to a report?
Under the Field-Level Security section, click the “View” link next to the object in question. Make sure the “Read” checkbox is checked. If not, edit the profile and save your changes. You should now be able to see the field under your report.
Can we have a report without field?
Add a field to a form or report without using the Field List. In general, using the Field List pane is the easiest way to add a field to a form or report. However, you can also add a field by creating a control and then binding it to a field. The following procedure shows you how.
How do I identify a standard and custom object in Salesforce?
Get to Know Objects Standard objects are objects that are included with Salesforce. Common business objects like Account, Contact, Lead, and Opportunity are all standard objects. Custom objects are objects that you create to store information that's specific to your company or industry.
Can custom fields be added to standard objects?
You can, for example, add a custom number field Years of Experience to the custom candidate object or a custom text field Description to the custom position object. You can add custom fields to both custom and standard objects.
Can we translate standard field in Salesforce?
You can modify the default Name label under Setup -> Customize -> Tab Names & labels -> Rename tabs and labels. Then edit Accounts. But you won't be able to translate standard field definitions in the Translation Workbench as you already mentioned.
Learning Objectives
Create new custom fields to meet business requirements and facilitate accurate data entry with formulas, picklists, and lookups.
Introduction
AW Computing has established a Salesforce environment with users set up, profiles assigned, and access to records and fields configured. But they’re in need of further customization to ensure users have the necessary fields to capture the business information they need. That’s where you, the admin, come in.
Customize Profiles and Objects
Before you get to those tasks, create profiles for members of the sales and support teams.
Learning Objectives
Introduction
- AW Computing has established a Salesforce environment with users set up, profiles assigned, and access to records and fields configured. But they’re in need of further customization to ensure users have the necessary fields to capture the business information they need. That’s where you, the admin, come in. To begin with, you have a request from Head of Sales Operation…
Follow Along with Trail Together
- Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
Customize Profiles and Objects
- Before you get to those tasks, create profiles for members of the sales and support teams. 1. Click the setup gear and select Setup. 2. Enter Profiles in the Quick Find box and select Profiles. 3. Click Clonenext to Standard User. 4. For Profile Name, enter Sales User. 5. Click Save. 6. Click Clone. 7. For Profile Name, enter Support User. 8. Click...