Fields

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28 thoughts on “Fields”

  1. The ‘Key Facts’ section for the Objectives “Describe the capabilities of Global Picklists.” and “Describe the implications of changing a picklist value.” is the same. I think the text is more relevant to the later. the former could be changed to “Global picklists let you efficiently reuse a single list of values for multiple custom picklist fields. Easily share picklists across objects by creating picklist fields that use a picklist value set from a global picklist. ”

    Just my 2 cents..

  3. Hi

    I find that salesforce intruduced the option “Strictly enforce picklist values” in picklist to Strictly enforce picklist values to enable validation of picklist values against the list of defined values. I think the second video in this page must be updated for this point.

  4. Hi John,

    I still didn’t understand what is an external object, external lookup from the Salesforce custom attribute documentation page. What is the difference between lookup and external lookup? Could you give me an example?

  5. I created venue object with ID and name and now I added that lookup on campaign being child record. I am struggling in lookup selection it shows ID being unique key but I want venue name on campaign form how do I do that

    1. To have name as the value that appears in a lookup, you need to use a text data type for the name/id of the object. You can’t have an auto-number and then display another value, unfortunately.

  7. Hey, any chance you can clarify the “Notes on Changing Custom Field Types” help, it seems to contradict itself. For example it starts by saying there are several types such as changing auto number to/from any other type looses data then explains the additional restriction that you can change to/from text. The article has many of these contradictions.

    1. At the top it says that it CAN cause data loss- the bottom section is outlining the specific ways that data is lost. The auto-number to any field type does appear to be a contradiction though, as it says text is OK below. Technically speaking this is still accurate, as if you chose a text field that was too short (e.g. 5 characters), this would result in data loss.

      At the end of the day you probably aren’t going to be tested at this level of detail, and this is most certainly a change you would try first in a sandbox. That said, agree docs are a little fuzzy.

    1. Credit card, social security number, basically anything confidential that is partially or fully obfuscated once entered.

      Example:

      User enters contact’s social security number. Once the record is saved, the user can only see the last 4 digits. However, the entire number is stored and visible to users with the permission that allows them to view encrypted fields.

  9. Hi John,

    I am currently doing your course and finding it very useful I have been asked to complete the following task. I have imported the data from data Loader and could really do with you step by step help to complete this project. Can you help ?

    A customer has a list of leads they need imported. We need to import the leads and also create some views and rules/workflows to help them follow up the good ones.”
    1. Please import the list provided. there are various data loader tools you can use but I recommend you use the Salesforce DataLoader as it is the simplest.
    2. Create a new custom field on the lead object of type checkbox called “Call Requested”.
    3. Create a new formula field that will display “Please call” if the following two criteria are true: “Call Requested” is checked OR the Status field is “Hot”.
    4. Create a workflow rule that fires every time a lead status is “Hot” and emails a user with an alert and a link (I recommend you set this up with your own email and then once the whole thing is done you can change it to mine so I can see it working).
    5. Create a list view for the salesperson so that they can see all leads that need to be called. Please make sure that they can see the checkbox call needed on the list view and also that they are able to un-check it directly from the list view when they have called the lead.

    Thanks

    Robeela

    1. Can I provide step by step instructions? The short answer is no – however, this is a great learning opportunity. The content in this guide definitely covers all of these points, and you can do them in the order suggested. I would suggest that you try to work through each step in a dev org before you try it in production. This should get you more comfortable with the process. Good luck!

  10. Hi John-

    As Vishnuvardhan noted, I’m unclear on the differences between External, Indirect, and Lookup relationships. When I set up a custom field I only see a field type of “lookup” and not the other two.

  12. Hi John,

    The link to the video that you’ve titled “How to Rename Standard Fields & Objects” actually points to a video talking about renaming and reordering Tabs. I looked through his Youtube channel and didn’t see a video about renaming standard fields and objects.

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