Custom Permission Sets cannot be referenced directly in a Formula/Workflow Rule/Validation Rule. However, a work around can be implemented in order to make Custom Permission Sets referenced. Resolution To make a Custom Permission Set available for Formulas/Workflow Rules/Validation Rules, follow these steps:
Table of Contents
Does Salesforce support custom metadata types in formulas?
Salesforce team is working on adding support for Custom Metadata Types in formulas. It has been confirmed in the success forum: Thanks for contributing an answer to Salesforce Stack Exchange!
How do I create a custom setting in Salesforce?
You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings. After creating a custom setting and you’ve added fields, provide data to your custom setting by clicking Manage from the detail page.
How can I reference custom metadata types in formulas?
Unfortunately, you can’t reference custom metadata types in formulas at all. Their primary purpose is to provide metadata that’s easy to package and transport between orgs, and primarily intended for use in Apex Code. You can now reference custom metadata types in validation rules. To do so, specify the object name, record name, and field value:
How to reference a custom permission in a formula/workflow rule?
Reference the Custom Permission as a Global Variable in the required Formula/Workflow Rules/Validation Rule ($Permission.Custom_Permission_Name). 1. Open the formula editor for the Validation Rule or Workflow Rule
How do you refer a custom label in a formula field?
For a formula field that refer to custom label, value of the formula field will be depend on value from custom label referred, when display in page layout or report, it will be displayed based on language selected in user detail. To create Custom Label, click Setup | Create | Custom Labels.
How do I query custom settings in Salesforce?
You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings. After creating a custom setting and you’ve added fields, provide data to your custom setting by clicking Manage from the detail page.
Can we use custom metadata in formula field in Salesforce?
When you create a custom metadata type, you can reference its values in an advanced formula field. If a field value changes, you can update it in the custom metadata type instead of changing multiple, hard-coded formulas.
Can custom formula fields reference other formula fields?
Yes, And its relatively simple at that. If you had a custom formula field called “Expected Revenue” on the opportunity level that would take the total revenue and multiply it by a stage percentage you could then reference that same formula via creating another custom formula.
Can we query custom setting?
Yes, you can perform SOQL query in custom settings as you perform in the salesforce object. You have a custom setting name School__c which having the field RollNo__c and Name. SELECT Name, RollNo__c FROM School__c WHERE Name = ‘XYZ’; If you find your Solution then mark this as the best answer.
What is the advantage of using custom settings in Salesforce?
The main advantage of using Custom Settings is that the data is cached, which enables efficient access without the cost of repeated queries to the database. One doesn’t have to use SOQL queries which count against the governor limits.
Can you use custom labels in Formula field Salesforce?
You can also use a custom label in a formula field if needed, a custom label works like any other object field in a formula field.
What is the difference between custom meta data and custom settings?
Main difference between custom metadata and custom setting is that custom metadata records are deployable and packagable. But we can not deploy custom setting data. Custom settings enable you to create custom sets of data, as well as create and associate custom data for an organization, profile, or specific user.
What is the difference between custom setting and custom object?
Custom Object : Custom object is like any Database table that we used to have in SQL or in any other database. Custom Setting : Custom Setting is like configuration file that we used to have.
Can you reference a formula field in a formula field Salesforce?
You can’t reference a formula in a formula in Reports. You can combine the logic needed based on the original formula of each (that is copy and paste the formula of each into this master formula.)
Can a formula field reference itself Salesforce?
Your formula field can’t directly or indirectly reference itself. If Salesforce would allow that you could create infinite loops and those are hard to calculate.
What type of field Cannot be used in a formula field?
You can’t use long text area, encrypted, or Description fields in formulas. The value of a field can’t depend on another formula that references it. You can’t delete fields referenced in formulas.
How to create custom settings in Salesforce?
You can create a custom setting in the Salesforce user interface: from Setup, enter Custom Settings in the Quick Find box, then select Custom Settings. After creating a custom setting and you’ve added fields, provide data to your custom setting by clicking Manage from the detail page. Identify each data set with a name.
What is custom setting?
There are two types of custom settings. A type of custom setting that provides a reusable set of static data that can be accessed across your organization. If you use a particular set of data frequently within your application, putting that data in a list custom setting streamlines access to it.
Can Apex access custom settings?
Apex can access both custom setting types—list and hierarchy. Note. If Privacy for a custom setting is Protected and the custom setting is contained in a managed package, the subscribing organization can’t edit the values or access them using Apex.
Can you include custom settings in a package?
The visibility of the custom setting in the package depends on the Visibility setting. Note. Only custom settings definitions are included in packages, not data.
What are Hierarchical Custom Settings
Custom Settings are similar to Objects, with one major benefit being that they don’t need to be queried using SOQL to be used. This means that using them doesn’t count towards SOQL Query Governor Limits.
Setting up Custom Settings
It’s worth noting that to create and use List Custom Settings, you’ll first need to enable them within the Data > Schema Settings menu of Setup.
The Use Case
Let’s follow this scenario: You’re the Salesforce Admin, working for a food manufacturing company, and there are various processes and procedures that the directors have asked you to implement into a digital checklist.
Preparing Custom Settings for the Flow
The Custom Settings that we created above will be used in this example. If you’ve not created them, and you want to play along, you should do so now.
Building the Flow
Next, we need to create the Flow. Head over to Flow Builder (Setup > Process Automation > Flows > New Flow), create a Screen Flow, and select Auto-Layout (you can use Freeform if you’d like, but I’ll be using Auto-Layout).
Summary
In this article, you’ve learnt about Custom Settings – List and Hierarchy – and how to use Hierarchy Custom Settings in Flows. Now if you, or someone who isn’t familiar with Flows, needs to change the questions that are exposed, all they need to do is update the values in the Custom Settings.
