Practical/Lab Task 3

Creating Custom Fields

01. Click Setup. Click Object and Fields and Click Object Manager.
02. Click on the custom object created on the above task 2.
03. Click on Fields & Relationships and Click on New.
04. Select the data type needed as per business requirement from the list given below
TYPE DESCRIPTION
Automatically assigns a unique number to each record. The maximum length of any auto-number field is 30
Auto Number characters, 20 of which are reserved for prefix or suffix text. Not available for external objects.
Allows users to check a box, indicating a true or false attribute of a record. When using a checkbox field for a report
or list view filter, use “True” for checked values and “False” for unchecked values. The Data Import Wizard and the
Checkbox weekly export tool use “1” for checked values and “0” for unchecked values.
Allows users to enter a currency amount. The system automatically formats the field as a currency amount. This
formatting is useful if you export data to a spreadsheet application. Not available for external objects.
Currency
Allows users to enter a date or pick a date from a popup calendar. In reports, you can limit the data by specific dates
Date using any custom date field.
Date/Time Allows users to enter a date or pick a date from a popup calendar and enter a time of day.
Allows users to enter an email address of up to 80 characters, which is validated to ensure proper format. If this
field is specified for contacts or leads, users can choose the address when clicking Send an Email. You can't use
custom email addresses for mass emails.
Email
Allows users to automatically calculate values based on other values or fields such as merge fields. Not available for
external objects.
Formula
Allows users to specify a location by its latitude and longitude. Geolocation is a compound field that counts toward
your org’s limits as three custom fields: one for latitude, one for longitude, and one for internal use. Not available
Geolocation for external objects.
Creates a hierarchical lookup relationship between users. Allows users to use a lookup field to associate one user
Hierarchical with another that neither directly nor indirectly refers to itself. For example, you can create a custom hierarchical
Relationship relationship field to store each user's direct manager.
Creates a relationship between two records so you can associate them with each other. For example, opportunities
have a lookup relationship with cases that lets you associate a particular case with an opportunity.

• On a standard or custom object, a lookup relationship creates a field that allows users to click a lookup icon
and select another record from a popup window.
• On an external object, the lookup relationship field references 18-character Salesforce IDs that are stored
in an external data source. Those IDs are matched against the parent object to determine which records
are related to each other.

On the parent record, you can display a related list to show all of the records that are linked to it. You can create
lookup relationship fields that link to users, standard objects, or custom objects. If a lookup field references a record
that has been deleted, Salesforce clears the value of the lookup field by default. Alternatively, you can choose to
prevent records from being deleted if they’re in a lookup relationship.

Lookup relationship fields are not available in Personal Edition.

Lookup Lookup relationship fields to campaign members are not available; however, lookup relationship fields from
Relationship campaign members to standard or custom objects are available.

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Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
TYPE DESCRIPTION
Creates a relationship between records where the master record controls certain behaviors of the detail record
such as record deletion and security.

Not available for standard objects or external objects, although you can create a master-detail relationship field on
a custom object that links to a standard object.
Master-Detail
Relationship Master-detail relationships cannot be used with campaign members.
Number Allows users to enter any number. This number is treated as a real number and any leading zeros are removed.
Allows users to enter a percentage number as a decimal—for example, 0.10. The system automatically converts the
Percent decimal to a percentage—for example, 10%.
Allows users to enter any phone number. Character limit is 40.

Salesforce automatically formats it as a phone number.

If you are using Salesforce CRM Call Center, custom phone fields are displayed with the button, allowing click-to-
Phone dial functionality. Therefore, Salesforce recommends that you do not use a custom phone field for fax numbers.
Lets users select a single value from a list that you define. Available for external objects only with the cross-org
Picklist adapter for Salesforce Connect.
Picklist (Multi- Allows users to select more than one picklist value from a list that you define. These fields display each value
select) separated by a semicolon. Available for external objects only with the cross-org adapter for Salesforce Connect.
Automatically displays the record count of related records or calculates the sum, minimum, or maximum value of
related records. The records must be directly related to the selected record and on the detail side of a custom
master-detail relationship with the object that contains the roll-up summary field. For example, a custom field
Roll-Up called “Total Number of Guests” displays the number of guest custom object records in the Guests related list. Not
Summary available for external objects.
Allows users to enter any combination of letters, numbers, or symbols. You can set a maximum length, up to 255
Text characters.
Allows users to enter any combination of letters, numbers, or symbols that are stored in encrypted form. You can
set a maximum length of up to 175 characters. Encrypted fields are encrypted with 128-bit master keys and use the
Text Advanced Encryption Standard (AES) algorithm. You can archive, delete, and import your master encryption key. To
(Encrypted) enable master encryption key management, contact Salesforce. Not available for external objects.
Text Area Allows users to enter up to 255 characters that display on separate lines similar to a Description field.
Allows users to enter up to 131,072 characters that display on separate lines similar to a Description field. You can
set the length of this field type to a lower limit, if desired. Any length from 256 to 131,072 characters is allowed. The
default is 32,768 characters. Every time you press Enter within a long text area field, a line break, and a return
character are added to the text. These two characters count toward the 131,072 character limit. This data type is
Text Area not available for activities or products on opportunities. The first 999 characters in a rich text area or a long text
(Long) area are displayed in a report.
With the use of a toolbar, users can format the field content and add images and hyperlinks. The toolbar allows the
user to undo, redo, bold, italicize, underline, strike-out, add a hyperlink, upload or link to an image, modify
alignment, add a numbered or non-numbered list, indent, and outdent. The maximum field size is 131,072
characters, inclusive of all the formatting and HTML tags. The first 999 characters in a rich text area or a long text
area are displayed in a report. The maximum size for uploaded images is 1 MB. Only gif, jpeg and png file types are
supported. Not available for external objects. There are visual and formatting differences for rich text areas in
Text Area (Rich) Lightning Experience and the Salesforce app, compared to Salesforce Classic.
Allows users to enter a time of day, including hours, minutes, second, and milliseconds. Append a “Z” at the end to
denote Greenwich Mean Time (GMT).17:30:45.125, 17:30:45, 17:30, and 17:30:45Z are all examples of valid entries.
The time displays in a 12-hour notation with AM or PM. The displayed time depends on the Locale setting on the
Time Company Information page in Setup.
Allows users to enter up to 255 characters of any valid website address. Only the first 50 characters are displayed on
the record detail pages. When a user clicks the field in Salesforce Classic, the URL opens in a separate browser
URL window. In Lightning Experience, internal URLs open in the same window and external URLs open in a separate

5
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286
TYPE DESCRIPTION
browser window. In Salesforce console apps, the URL opens in a new workspace tab. In Lightning console apps,
internal URLs open in a new workspace tab and external URLs open in a separate browser window.
05. Enter the label, Field Size(If any) (Select if Unique, Mandate , External Id) or help text as required. Click next
06. Click next on Profile screen , Click Save on Page layout screen. Save and New if you want to create more fields.

Page Layouts

Representation of fields, buttons and interactive action for a tab is called page layout.
Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on
object record pages.
Lightning pages are a collection of Lightning components arranged in regions on the page. You can customize the structure
of the page and the position of its components with the Lightning App Builder
The page layout editor lets you:

• Control which fields, lists of related records, and custom links users see
• Customize the order that the fields appear in the page details
• Determine whether fields are visible, read only, or required
• Control which standard and custom buttons appear on records and related lists
• Control which quick actions appear on the page

Practical/Lab Task 4
Creating Layout
1. From Setup, click Object Manager under Object and Fields.
2. Click on the Object (Passenger) then click Page Layouts.
3. There’s default layout (Passenger layout)
4. Click New.
5. You have two options at this point. You can create a page layout from scratch, or you can choose an
existing(Default Layout) page layout to clone
6. Name the new layout(Eg: Walkin Passenger Layout).
7. Click Save.
8. Drag and Drop the section as per requirement.
9. Drag and drop fields to respective section as per requirement.
10. Click save to save your layout. (Screen shot as given below)
11. Click on Page Layout Assignment and then click on Edit Assignment
12. Choose the Layout that you want to display for profiles and then Click Save

6
Capital Info Solutions
Shyamala Plaza, Behind Mythrivanam, Amerpet, Hyderabad, Telangana State, INDIA. Ph: 8686864286