Slaesforce FAQ

what are salesforce field sets

by Graham Auer Published 2 years ago Updated 1 year ago
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  • FieldSets are used to display fields.
  • They are used to add, remove and reorder fields.
  • When FieldSets are used to style forms and display those logical associations between fields.
  • FieldSets are useful in managed packages

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.

Full Answer

How to create and use fieldset in Salesforce?

  • FieldSets are used to display fields.
  • They are used to add, remove and reorder fields.
  • When FieldSets are used to style forms and display those logical associations between fields.
  • FieldSets are useful in managed packages

How to create a custom field in Salesforce?

  • Field Label: Type
  • Field Name: Type
  • Values: Select Enter values, with each value separated by a new line
  • Enter the following values: Website Blog Event Podcast Group Job Other
  • At Required, select Always require a value in this field in order to save a record.

What are the types of custom settings in Salesforce?

Note

  1. Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. ...
  2. Replace __c with __mdt By now you’re comfortable with the idea that custom metadata types use the __mdt suffix instead of the classic __c suffix. ...
  3. Replace Apex Code with SOQL Queries

How to add fields in Salesforce?

  • Navigate to the fields area of the appropriate object. ...
  • In Custom Fields & Relationships, click New. ...
  • Choose the type of field and click Next. ...
  • For relationship fields, associate an object with the field and click Next.
  • Enter a field label. ...

More items...

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Where are field sets in Salesforce?

From the management settings for the appropriate object, go to Field Sets, and then click New. Enter a Field Set Label. This is the name presented to subscribers who install the field through a managed package.

What is field set in Salesforce CPQ?

The ReferencedFields field set is a custom field set that can be created on the Quote, Quote Line, and Quote Line Group objects. Once created, any field added to the field set on each object is made available for use during the calculation process for quotes.

What is the use of fields in Salesforce?

Fields in Salesforce represents what the columns represent in relational databases. It can store data values which are required for a particular object in a record.

How do I use field sets in Apex?

Using FieldSet with Visualforce and ApexStep 1: Creating Field Set. First we need to create a field set. ... Step 2: Use Field Set inside Visualforce using Dynamic Binding. Now, we are ready to use Field Set inside our Visualforce code. ... Step 3 : Using Dynamic SOQL to get value – Optional. This step is Optional.

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.

What is the use of field sets when you open an object there's field set?

In a nutshell, creating Fieldsets reduces the lines of code in your VF Page and whenever you require to add/remove the fields to your VF Page, there is no need to go to your code and make changes. You can simply edit the changes in the Field Sets.

What are different types of fields in Salesforce?

However, Salesforce recommends that you use the 18-character ID.JunctionIdList Field Type. ... Multi-Select Picklist Field Type. ... Percent Field Type. ... Phone Field Type. ... Picklist Field Type. ... Reference Field Type. ... Textarea Field Type. ... URL Field Type.

What are fields and its types in Salesforce?

Different Salesforce Field Types Depending on the Data Types and their Transformation Data Types.Data TypeField TypesTransformation Data TypesStringAuto number, email, phone, multi-select picklist, text, text area, long text area, rich text area, data category group reference, and URLStringBooleanCheckboxInteger3 more rows•Feb 1, 2022

How many fields are there in Salesforce?

For the Enterprise Edition, you can create 500 custom fields on an object plus install 400 fields from a managed package and 100 of those fields are limited to specific objects. Beyond 800 fields, you are limited to the following objects.

What is schema sObjectType in Salesforce?

A Schema. sObjectType object is returned from the field describe result using the getReferenceTo method, or from the sObject describe result using the getSObjectType method.

What is object limit 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.

What is compact layout in Salesforce?

A compact layout displays a record's key fields at a glance in the Salesforce mobile app, Lightning Experience, and in the Outlook and Gmail integrations.

What is a field set in Salesforce?

In Salesforce.com, FieldSet is defined as a grouping field. Where this FieldSet is used in Visualforce pages to display the group of fields in that VF page.

What does it mean when a field is marked as in the fieldset?

If a field is marked as In the FieldSet, the developer has rendered the field on the packaged VF page by default. Administrators can remove the field from the page after the FieldSet is deployed by removing it from the In the FieldSet column.

What happens when a field is marked as available?

If a field is marked as Available for the Field Set, it exists in the FieldSet, but the developer hasn’t presented it on the packagedVF page. Administrators can display the field after theFieldSet is deployed by moving it from the Availablecolumn to theIn the FieldSet column.

What determines the order of appearance on a VF page?

The order in which a developer lists displayed fields determines their order of appearance on a VF page.

What is field set in 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. For information about these two system classes, see “FieldSet Class” in the Lightning Platform Apex Code Developer's Guide.

What version of Visualforce is Field Sets available?

Field sets are available for Visualforce pages on API version 21.0 or above.

What does it mean when a field is marked as available?

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.

How many fields can a sobject have?

You can have up to 50 field sets referenced on a single page. An sObject can have up to 2,000 field sets. Each field set can have up to 25 fields through lookup relationships. Fields can only span one level away from the entity.

Can you add non-essential fields to Visualforce?

We recommend that you add only non-essential fields to your field set. This ensures that even if a subscriber removes all fields in the field set, Visualforce pages that use that field set still function.

Can you add fields to a subscriber?

Subscribers with installed field sets can add fields that your page didn’t account for. There is no way to conditionally omit some fields from a field set iteration, so make sure that any field rendered through your field set works for all field types.

Can you edit proper names in VisualForce?

If this Visualforce page is added to a managed package and distributed, subscribers can edit the properNames field set . The logic for generating the Visualforce page remains the same, while the presentation differs based on each subscriber’s implementation. To reference a field set from a managed package, you must prepend the field set with the organization’s namespace. Using the markup above, if properNames comes from an organization called Spectre, the field set is referenced like this:

What is a field set?

what is a field set? How can we create that? and how can we use that in a visualforce page?Fieldset is a grouping of fields, you can use this fieldset in v

What is a fieldset in VisualForce?

Fieldset is a grouping of fields, you can use this fieldset in Visualforce page to display that group of fields in that page. If you are using field set in Visualforce to display fields, then you can add, remove & reorder fields very easily. No need to do code modifications to the page, In fieldset only you can add, remove & reorder fields. Generally, these fieldsets are useful in managed packages. In manged packages , If you used field set in Visualforce pages, administrators can easily add, remove and reorder fields in page. As an administrator, you can create or edit fieldsets and also you can edit installed fieldsets.

How many cross object spans can a field setcontainer have?

The total number of cross object spans within theIn the Field Setcontainer can’t exceed 25

Can you drag and drop fields in fieldsets?

Using fieldsets is very easy & you can drag and drop to arrange fields in fieldsets.

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.

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