what are field sets in salesforce

How do I query a field set in Salesforce?

Let's start with using Field set in Salesforce.Step 1: Creating Field Set.Step 2: Use Field Set inside Visualforce using Dynamic Binding.Step 3 : Using Dynamic SOQL to get value – Optional.Get Fieldset Fields in Apex dynamically when Object Name and FieldSet name is supplied at runtime.

Can we use field set in flow Salesforce?

We have to create each field individually and then have to keep making changes incrementally when the list of fields that we need to process changes. Allowing field sets in flows should greatly reduce the time required to build repetetive structures and make maintenance much more easier.

What are record types in Salesforce?

“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

What is Visualforce pages in Salesforce?

A Visualforce page is similar to a standard Web page, but includes powerful features to access, display, and update your organization's data. Pages can be referenced and invoked via a unique URL, just as they would be on a traditional web server. Visualforce uses a tag-based markup language that's similar to HTML.

What is object limits in Salesforce?

There is a hard limit of 3,000 total custom objects per Organization, regardless of whether they're created within the Org or installed from the AppExchange. For example, with Unlimited Edition, you could create 2,000 custom objects and install an additional 1,000 objects.

Working with Field Sets Using Visualforce

Field sets can be directly referenced in Visualforce by combining the $ObjectType global variable with the keyword FieldSets. For example, if your Contact object has a field set called properNames that displays three fields, your Visualforce page can reference the field data through the following iteration:

Working with Field Sets Using Apex

Fields in a field set are automatically loaded when your Visualforce page uses a standard controller. When using a custom controller, you need to add the required fields to the SOQL query for the page. Apex provides two Schema objects that allow you to discover field sets and the fields they contain, Schema.FieldSet and Schema.FieldSetMember.

Field Set Considerations

If a field is marked as Available for the Field Set, it exists in the field set, but the developer hasn’t presented it on the packaged Visualforce page. Administrators can display the field after the field set is deployed by moving it from the Available column to the In the Field Set column.

Why add field sets to VisualForce?

Field sets can be added to Visualforce pages to facilitate looping over these fields and rendering them. Admins can also manage and modify the fields inside a field set, and whatever changes to these fields are reflected on the Visualforce page. These changes can be done without using codes on the Visualforce page, thanks to field sets.

Can you replace edit pages in Salesforce?

Replacing edit pages are possible in Salesforce. However, users are required to create codes in Visualforce to do that. Is there any other way to replace edit pages without involving complicated codes? Fortunately, Field Sets are here to help users out.

Who creates fieldsets in Salesforce?

The fieldsets are actually administered mostly by the salesforce admin. In general, the SF admin creates the fieldsets and is responsible for the add/deleting of fields from the fieldset. Let me give you a instance. For suppose, you are creating a form which includes Contact- Firstname, LastName, Email,Phone..

What is a field set?

A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title. When a field set is added to a Visualforce page, developers can loop over its fields and render them. If the page is added to a managed package, administrators can add, remove, ...

Can administrators add fields in VisualForce?

If the page is added to a managed package, administrators can add, remove, or reorder fields in a field set to modify the fields presented on the Visualforce page without modifying any code. The same Visualforce page can present different sets of information, depending on which fields a subscriber prefers to keep.

Welcome to Cumulus Cloud

Cumulus Cloud Corporation is a Pennsylvania-based financial services giant. Its wealth management division manages the financial assets of many wealthy clients. Ryan Dobson is the wealth manager at Cumulus who handles the portfolio of high-net-worth clients.

Get, Field Set, Go

A field set is, well, a set of fields. Simple as they seem, they offer a high level of customization to boost user productivity and customer engagement. You can use field sets to display specific business information, like a customer’s contact details. Field sets are also great for capturing information.

The Financial Summary Component

One of the ways Ryan helps his clients reach their financial goals is by creating a smart investment strategy for them. And to do that, he must be aware of various investment-related details about his clients. Details like their net worth and how experienced they are with investments. He wants these details to be easily accessible.

Create a Custom Field Set

A Financial Summary component with investment-related fields is only for Ryan and his fellow wealth managers. His colleagues from the investment banking division don’t want any changes. So Matt creates a field set and adds the fields that Ryan wants to see.

Assign a Custom Field Set to a Lightning Component

The information that the Financial Summary component displays is determined by the field sets assigned to the component. To display the new fields, Matt assigns the new field set created in the previous section to the Financial Summary component.

Edit an Existing Field Set

The Relationships tab on Rachel’s account record provides an overall view of Rachel’s household and its members. The Group Members component displays the contact information of Rachel, her husband, and her trust. These details on the Group Members component are important for customer service agents like Zaw Aung when Rachel calls support for help.