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Fields in salesforce


Fields;-

  •  A field is like a database custom object fields store the data for our object records.
  • Custom object automatically include some standard fields .
                    Created by

                    Last Modified by

                    Owner

                    Record Name
  • Create custom fields to store additional information.

There are two types of fields

  1. Standard fields
  2. custom fields

Standard fields;-

  1. we cannot delete standard fields
  2. we cannot create any more standard fields
  3. Don't have API Name

Custom fields;-

  1. We can delete custom fields
  2. we can create more custom fields
  3. Have API Name.
API means Application Program interface

Field Name  = Active
API.Name   = Active__c

Path for creating fields for standard objects;-

         Setup

             Customize

                 Select the object

                    Click on fields

                         Go to custom fields and Relationships

                              Click on "New" button

Steps for creating a field;-

Choose the field type Which specifies the type of information that the custom field will contain.

1.   Auto Number;- A system generated sequence number that uses a display format we define.The number is automatically incremented for each new record.

       Ex;- If the display format is Acc- {000}

            Starting Number = 000

2. Checkbox;- Allow users to select a True (Checked) or False (Unchecked) value.

3.Currency;- Allows users to enter a dollar or other currency amount value and automatically        formates the field as a currency amount.

4. Date;- Allows users to enter a date or pick a date from a popup calendar

                Ex- 5/4/2018

5. Date/Time;- Allows users to enter a date and time, or pick a date from a popup calendar when users click a date in the popup that date and the current time are entered into the Date/Time field

Ex;   3/4/2018  12;50 PM

6. Email;- Allows users to enter an email address, which is validated to ensure proper format

Ex- abc@gmail.com

7. Number;- Allow user to enter any number leading zero are removed.
 we can enter upto 18 digits

8. percent;- Allows users to enter a percentage value.

9. Phone;- Allows users to enter any phone number.

10. Picklist;- Allows user to select a value from a list we define.

11. Picklist(Multi select);- The picklist (Multi-select) field allows user to choose more than one picklist value from a set of predefined text values.

12. Text;- Allow user to enter any combination of letters and numbers

13. Text Area;- Allow user to enter any combination of letters and numbers on separate lines.

14. Text Area(Long);-  The Text Area(Long) provides for the storage of upto 32,768 characters that display on separarte lines

15. URL;- Allows users to enter any valid website address.

16.Text(Encrypted);-  Allows users to enter any combination of letters and numbers and store then          in encrypted form.

Step 2;-

1. Give the Field label with meaningful name, once you click Tab, then Field Name will be automatically populated from the label .
 enter the description for the field which describes about the purpose of using that field.

Help Text;- It is possible to add field level help to a custom field to provide information to users on how to use that field.

Step 3;- Establish field- level security, select the profile to which we want to grant edit access to this field via field- level security.

Step 4;- Add to page layouts, select the page layouts that should include this field.

Click on "Save" button to create a field successfully.


Fields:

For Standard Objects,

click on Your Name ---> Setup ---> App Setup ---> Select the appropriate object ---> Click on 
Fields --> In the Custom Fields & Relationships section, click on the New button

For Custom Objects,

click on Your Name ---> Setup ---> App Setup --->Create ---> Click on Objects --> click on any 
object name   In the Custom Fields & Relationships section, click on the New button




























             










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