How to create custom formula in Salesforce?
creating Formula field in Salesforce ? Go to Setup => Build => Create => Object => Select object => Custom Fields & Relationships => Click new => Formula. Now we are creating Formula field for student object to calculate average of three subjects F = ( S1+ S2 + S3) /3. Go to detail view of the object.
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.
How to create custom field mapping in Salesforce?
- In the Donor Survey row, click the menu arrow () and select View Field Mappings.
- Click Create New Field Mapping.
- Find and select Donor Survey Status (Donor_Survey_Status__c) as the source.
- Find and select Status (Status__c) as the target.
- Click Save.
What are the types of custom settings in Salesforce?
Note
- Convert Custom Setting Objects to Custom Metadata Types First retrieve your app metadata, including the custom objects you’re using for configuration. ...
- 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. ...
- Replace Apex Code with SOQL Queries
What do compact layouts do?
Compact layouts control which fields your users see in the highlights panel at the top of a record. They also control the fields that appear in the expanded lookup card you see when you hover over a link in record details, and in the details section when you expand an activity in the activity timeline.
What is compact page layout?
Compact layouts are used to display the key fields of a record whenever the minimum required details of the record is needed. Compact layouts control which fields users see in the highlights panel at the top of a record.
How do I use compact layout in Salesforce?
Create Compact LayoutsFrom the management settings for the object that you want to edit, go to Compact Layouts.Create a new compact layout and give it a label.Add up to 10 fields. ... Sort the fields by selecting them and clicking Up or Down. ... Save the layout.More items...
What is compact view in Salesforce?
Compact layouts display a record's key fields at a glance in both Salesforce1 and Lightning Experience. In the full Salesforce site, a compact layout determines which fields appear in the Chatter feed item that appears after a user creates a record with a quick action.
How many fields are in a compact layout in Salesforce?
ten fieldsUp to ten fields on your compact layout populate the record highlights section at the top of each record view in the Salesforce mobile app. The record highlights section in Lightning Experience uses the first seven fields on the compact layout.
How many fields can fit into a compact layout Salesforce?
10 fieldsIn Salesforce classic, the compact layouts allow up to 10 fields.
What is difference between compact and page layout?
Compact layouts control which fields appear in the header. For each object, you can assign up to 10 fields, including the Name field, to display in that area. Mini Pagelayout : A mini page layout contains a subset of the items in an existing page layout.
What is the difference between a page layout and a lightning page?
Lightning pages occupy a middle ground between page layouts and Visualforce pages. Like a page layout, Lightning pages allow you to add custom items to a page. However, these items, instead of being fields or Visualforce components, are Lightning components, which allow much more flexibility.
How do you create a compact layout for the Opportunity object?
Step 1: Create a Compact LayoutIn Setup mode, select Build > Create > Objects.Click the Expense link.In the Compact Layouts section, click the New button.Specify Expense Compact Layout as the Label.Specify Expense_Compact_Layout as the Name.Add Expense Id, Category, Expense Date, and Amount to the Selected Fields list.More items...
How many fields we can added in compact layout?
10 fieldsCompact Layouts It can have a maximum of 10 fields. Compact layouts support all field types except text area, long text area, rich text area, and multi-select picklist.
How do I add a compact layout to a lightning page?
Customizing the Lightning Highlights PanelClick on the Gear icon and choose Set Up. Then click on the Object Manager.Navigate and select the object you want to edit the highlights panel on. ... Click on Compact Layouts from the list on the left and select the page layout you are using (if applicable).
How do I deploy compact layout assignment?
Click Compact Layout Assignment. Select a compact layout to use as the primary compact layout for this object. In the Record Type Overrides section, select one or more record types to which you want to assign a compact layout. If you don't have record types set for the object, you won't see this section.
What happens if a user doesn't have access to one of the fields that you assign to a compact?
If a user doesn’t have access to one of the fields that you assign to a compact layout, the next field on the layout is used.
Can you override a compact layout?
If you have record types associated with an object, you can override the object’s primary compact layout and assign different compact layouts to some or all of the record types. Each record type can have only one compact layout assigned to it.
What is compact layout in Salesforce?
Compact layouts display a record’s key fields at a glance in both Salesforce1 and Lightning Experience.#N#In the full Salesforce site, a compact layout determines which fields appear in the Chatter feed item that appears after a user creates a record with a quick action.#N#In Salesforce1, the first four fields that you assign to a compact layout appear in:#N#An object’s record highlights area#N#Expanded lookup cards on a record’s related information page#N#In Lightning Experience, the first five fields that you add to a compact layout display in an object’s record highlights panel and in the expanded lookup card you see when you hover over a link in record details.#N#Page Layouts :
What controls which fields appear in a list?
1-Control which fields, lists of related records, and custom links users see#N#2-Customize the order that the fields appear in the page details#N#3-Determine whether fields are visible, read only, or required#N#4-Control which standard and custom buttons appear on records and related lists#N#5-Control which quick actions appear on the page
Can you control the size of the s-controls in Salesforce?
You can control the size of the s-controls and Visualforce pages, and determine whether or not a label and scroll bars display . Salesforce has two drag-and-drop tools for editing page layouts: the original page layout editor and an enhanced page layout editor.
Can you use only one page layout in Salesforce?
You can enable the original page layout editor in the User Interface settings. Your Salesforce org can use only one page layout editor at a time. From within a page layout, you can access a mini page layout.