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Mastering Salesforce CRM Administration

You're reading from   Mastering Salesforce CRM Administration An Advanced Administration Certification Handbook

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Product type Paperback
Published in Mar 2017
Publisher
ISBN-13 9781786463180
Length 412 pages
Edition 1st Edition
Concepts
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Author (1):
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Rakesh Gupta Rakesh Gupta
Author Profile Icon Rakesh Gupta
Rakesh Gupta
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Table of Contents (13) Chapters Close

Preface 1. A Deep Dive into the Salesforce Lightning Experience FREE CHAPTER 2. Security Settings in Salesforce 3. Territory Management 4. Extending Salesforce with Custom Objects and Applications 5. Getting More Value from Sales Cloud 6. Increasing Service Agent Productivity by Using Service Cloud 7. Optimizing Business Processes with Visual Workflow and Approval Processes 8. Automating Complex Business Processes 9. Analyzing Productivity with Reports and Dashboards 10. E-mail and Mobile Administration 11. Different Ways of Deploying an Application between Environments 12. Basics of Apex and Visualforce Page

Creating custom fields

Custom fields are unique to your business needs and can not only be added and amended, but also deleted. Creating custom fields allows you to store the necessary information for your organization. Both standard and custom fields can be customized to include the custom help text that helps users understand how to use the field. Custom fields are usually identified by a __c suffix.

A business scenario: David Guzman is working as a System Administrator at Universal Containers. His manager, Brigette Hyacinth, would like him to create a custom field to save all participants' social security numbers, but at the same time, he doesn't want to share the field value with every sales rep as the social security number is confidential information.

To create a custom field on a registration object, follow these steps:

  1. Click on Setup (gear icon) | Setup | PLATFORM TOOLS | Objects and Fields | Object Manager.
  2. To find the registration object, enter the first few characters...
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