Sunday, 17 August 2014


Custom field data types in Salesforce CRM:

When creating a custom field in Salesforce, the first step is to select the appropriate data type for the field. There are many different field types which allow the storage of records of various data values such as numbers, dates, percentages, and so on. The following table shows the data type.



  



Data Type
Description
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.
Master-Detail Relationship



Creates a special type of parent-child relationship between this object (the child, or "detail") and another object (the parent, or "master") where:
  • The relationship field is required on all detail records.
  • The ownership and sharing of a detail record are determined by the master record.
  • When a user deletes the master record, all detail records are deleted.
  • You can create rollup summary fields on the master record to summarize the detail records. The relationship field allows users to click on a lookup icon to select a value from a popup list. The master object is the source of the values in the list.
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 popup, 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
(Beta) Allows users to define locations.
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.
URL



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

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