As part of our previous article, we added a simple application and a custom object was automatically created for us. Now let us explore the platform's each feature at a time as part of our application customization.
In this step you can select the type of field you want to create. For example - Text, Date, Number, etc. There is a list of fields displayed for your selection and the helper text next to it is clearly self-explanatory.
Here you provide the details of the field like name, helper text, required yes/no, default value etc.
List of profiles is displayed here and you can assign the visibility of this field to each profile. You can also assign which profile has edit access. Let us explore 'Profile' in the future articles. For now think of a profile as a container of user permissions.
Indicate on which page this field should be displayed for user interaction. If you are at the very beginning stage like me, there will not be too many page layouts displayed for selection. But it is possible to have many page layouts based on an object and when you add a new field, you can specify which page should include it. The appropriate user interface is added to the field automatically. For example - if it is a Date field, a date pickup calendar is displayed for you in the page layout where the field is displayed.
That was the last step in adding a new field, hit 'Save' and your new field is added. You will see them listed under 'Custom Fields & Relationships' section. Also, check out the pages on which you selected it to be included.
Few clicks while following few steps and we have our new fields added. As simple as that!
Happy cloud computing using Salesforce!
Obviously we need to add more fields to our custom object that was automatically created. To begin with let us see what is in there in that object.
Under App Setup (look in Left Sidebar), expand Create and click on Objects. This will list your Custom Objects and clicking on the object label will display the page where you can see the current definition of the object. As we can see our new object that was automatically created has some standard fields.
To add new fields, look for the area called 'Custom Fields and Relationships' which is right below the 'Standard Fields' section.
The 'New' button here will allow for adding new fields to the object. Adding a new field is a 4 step process.
Step 1. Choose the field Type
In this step you can select the type of field you want to create. For example - Text, Date, Number, etc. There is a list of fields displayed for your selection and the helper text next to it is clearly self-explanatory.
Step 2. Enter the Details
Here you provide the details of the field like name, helper text, required yes/no, default value etc.
Step 3. Establish field-level security
List of profiles is displayed here and you can assign the visibility of this field to each profile. You can also assign which profile has edit access. Let us explore 'Profile' in the future articles. For now think of a profile as a container of user permissions.
Step 4. Add to page layouts
Indicate on which page this field should be displayed for user interaction. If you are at the very beginning stage like me, there will not be too many page layouts displayed for selection. But it is possible to have many page layouts based on an object and when you add a new field, you can specify which page should include it. The appropriate user interface is added to the field automatically. For example - if it is a Date field, a date pickup calendar is displayed for you in the page layout where the field is displayed.
That was the last step in adding a new field, hit 'Save' and your new field is added. You will see them listed under 'Custom Fields & Relationships' section. Also, check out the pages on which you selected it to be included.
Few clicks while following few steps and we have our new fields added. As simple as that!
Happy cloud computing using Salesforce!
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