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Custom Fields

The document outlines the types and limits of custom fields allowed in Salesforce, detailing the maximum number of custom fields per object based on different Salesforce Editions. It also describes various custom field types, including text, picklist, number, date, email, checkbox, and relationship fields, along with their specific functionalities and limitations. Additionally, it highlights special custom fields and their maximum allowances for activity objects, relationships, and roll-up summaries.

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0% found this document useful (0 votes)
19 views15 pages

Custom Fields

The document outlines the types and limits of custom fields allowed in Salesforce, detailing the maximum number of custom fields per object based on different Salesforce Editions. It also describes various custom field types, including text, picklist, number, date, email, checkbox, and relationship fields, along with their specific functionalities and limitations. Additionally, it highlights special custom fields and their maximum allowances for activity objects, relationships, and roll-up summaries.

Uploaded by

Deb M
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Custom Fields

Copyright © Walid El Horr 1


Custom Fields
• Topics covered in this video:

• Custom Fields Allowed Per Object

• Special Custom Fields Allowed Per Object

• Custom Field Types

Copyright © Walid El Horr 2


Custom Fields Allowed Per Object
• The number of custom fields allowed per object varies according to your Salesforce Edition

Essentials Professional Enterprise Unlimited Performance Developer


100 100 500 800 800 500

3
Custom Fields Allowed Per Object
• There is a 900 maximum hard limit on the total custom fields per object allowed.

• You can add fields from the AppExchange apps, but the total should be less than 900 custom fields in total.

• For example, for the Unlimited Edition, you can create 800 custom fields on an object plus install 100 fields from a
managed package.

• For the Enterprise Edition, you can create 500 custom fields on an object plus install 400 fields from a managed
package.

4
Special Custom Fields Allowed Per Object
The maximum number varies for the below field types:

• Fields in Activity objects (Task and Event)

• Relationship fields

• Roll-up summary fields

5
Special Custom Fields Allowed Per Object
Professional Enterprise Unlimited Performance Developer
Activities 20 100 100 100 100
Relationship 40 40 40 40 40
Roll-up 25 25 25 25 25
summary

6
Custom fields – Text
Field Type Description
Text • Allows users to enter any combination of letters, numbers, or symbols.
• You can set a maximum length, up to 255 characters.
Text (Encrypted) • 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 Advanced
Encryption Standard (AES) algorithm.
Text Area • Allows users to enter up to 255 characters that display on separate
Text Area (Long) • Allows users to enter up to 131,072 characters that display on separate lines
Text Area (Rich) • Allows users to enter a formatted 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.
7
Custom fields – Picklist
Field Type Description
Picklist • Lets users select a single value from a list that you define.
Picklist (Multi- • Allows users to select more than one picklist value from a list that you define.
select) • These fields display each value separated by a semicolon.

8
Custom fields – Numbers
Field Type Description
Number • Allows users to enter any number.
• This number is treated as a real number and any leading zeros are removed
Currency • 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.
Percent • Allows users to enter a percentage number as a decimal—for example, 0.10.
• The system automatically converts the decimal to a percentage—for example,
10%.
Auto Number • Automatically assigns a unique number to each record.
• The maximum length of any auto-number field is 30 characters, 20 of which are
reserved for prefix or suffix text.

9
Custom fields – Date, Datetime and Time
Field Type Description
Date • Allows users to enter a date or pick a date from a popup calendar
Datetime • Allows users to enter a date or pick a date from a popup calendar and enter a time
of day.
Time • Allows users to enter a time of day, including hours, minutes, second, and
milliseconds.
• The time displays in a 12-hour notation with AM or PM.
• The displayed time depends on the Locale setting on the Company Information
page in Setup

10
Custom fields – Email, Phone, Geolocation and Address
Field Type Description
Email • 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
Phone • 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-dial functionality.
Geolocation • 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.
Address • Allows users to enter a street, city, state or province, zip or postal code, and
country, or to search for an address with an external tool.
• When a user selects an address using the tool, the street, city, state or province, zip
or postal code, and country are populated

11
Custom fields – Checkbox, Formula and URL
Field Type Description
Checkbox • 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 weekly export tool use “1” for checked values and
“0” for unchecked values.
Formula • Allows users to automatically calculate values based on other values or fields such
as merge fields.
URL • 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.

12
Custom fields – Relationships
Field Type Description
Lookup • Creates a relationship between two records so you can associate them with each
Relationship other
• 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
Master-Detail • Creates a relationship between records where the master record controls certain
Relationship 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
Roll-Up Summary • 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 called “Total Number of Guests” displays the number
of guest custom object records in the Guests related list.
• Not available for external objects
13
Custom fields – Relationships
Field Type Description
Hierarchical • Creates a hierarchical lookup relationship between users on the User object
Relationship • Allows users to use a lookup field to associate one user with another
• Example: a custom hierarchical relationship field to store each user's direct
manager
External Lookup • Links a child standard, custom, or external object to a parent external object.
Relationship • The values of the standard External ID field on the parent external object are
matched against the values of the external lookup relationship field
Indirect Lookup • Links a child external object to a parent standard or custom object.
Relationship • You select a custom unique, external ID field on the parent object to match against
the child’s indirect lookup relationship field, whose values are determined by the
specified External Column Name

14
Custom Fields

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Copyright © Walid El Horr 15

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