Scribd
Upload
14 views

Data Type

Choose the field type Step 2Step 2. Specify field properties Specify the field label, help text, field attributes, and field-level security settings. Field Label The name that appears at the top of the field column on the page layout. Field Name The unique name used by the API and managed packages. It must begin with a letter and only contain 15 or fewer characters. Help Text Optional help text that appears when a user hovers over the field's label. Field Attributes Required, Unique, External ID, and other attributes that define how the field functions. Field-Level Security Control which profiles can see, edit, or

Uploaded by

Ardian
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
14 views

Data Type

Choose the field type Step 2Step 2. Specify field properties Specify the field label, help text, field attributes, and field-level security settings. Field Label The name that appears at the top of the field column on the page layout. Field Name The unique name used by the API and managed packages. It must begin with a letter and only contain 15 or fewer characters. Help Text Optional help text that appears when a user hovers over the field's label. Field Attributes Required, Unique, External ID, and other attributes that define how the field functions. Field-Level Security Control which profiles can see, edit, or

Uploaded by

Ardian
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 2

Skill Requirement

New Custom Field

Help for this Page

Step 1Step 1. Choose the field type

Specify the type of information that the custom field will contain.

Data Type

None Selected Select one of the data types below.

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

Formula A read-only field that derives its value from a formula expression you define. The
formula field is updated when any of the source fields change.

Roll-Up Summary

A read-only field that displays the sum, minimum, or maximum value of a field in a related list or the
record count of all records listed in a related list.

Lookup Relationship Creates a relationship that links this object to another object. The relationship
field allows users to click on a lookup icon to select a value from a popup list. The other object is the
source of the values in the list.

External Lookup Relationship Creates a relationship that links this object to an external object whose
data is stored outside the Salesforce org.

Checkbox Allows users to select a True (checked) or False (unchecked) value.

Currency Allows users to enter a dollar or other currency amount and automatically formats the
field as a currency amount. This can be useful if you export data to Excel or another spreadsheet.

Date Allows users to enter a date or pick a date from a popup calendar.
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 pop-up, that date and the current time are entered into the Date/Time field.

Email Allows users to enter an email address, which is validated to ensure proper format. If this field is
specified for a contact or lead, users can choose the address when clicking Send an Email. Note that
custom email addresses cannot be used for mass emails.

Geolocation Allows users to define locations. Includes latitude and longitude components, and can
be used to calculate distance.

Number Allows users to enter any number. Leading zeros are removed.

Percent Allows users to enter a percentage number, for example, '10' and automatically adds the
percent sign to the number.

Phone Allows users to enter any phone number. Automatically formats it as a phone number.

Picklist Allows users to select a value from a list you define.

Picklist (Multi-Select) Allows users to select multiple values from a list you define.

Text Allows users to enter any combination of letters and numbers.

Text Area Allows users to enter up to 255 characters on separate lines.

Text Area (Long) Allows users to enter up to 131,072 characters on separate lines.

Text Area (Rich) Allows users to enter formatted text, add images and links. Up to 131,072 characters on
separate lines.

Text (Encrypted)

Allows users to enter any combination of letters and numbers and store them in encrypted form.

Time Allows users to enter a local time. For example, "2:40 PM", "14:40", "14:40:00", and
"14:40:50.600" are all valid times for this field.

URL Allows users to enter any valid website address. When users click on the field, the URL will open
in a separate browser window.

You might also like