Salesforce Field Service use Cases
- Repairs: visiting customer sites to carry out service, either as a single visit or multiple. …
- Maintenance: scheduled, repeated visits where the work follows a similar pattern each time.
- Sales: reps that visit prospects and customer sites (especially those who need to coordinate multiple single visits). …
Table of Contents
How to create a custom field in Salesforce?
- Field Label: Type
- Field Name: Type
- Values: Select Enter values, with each value separated by a new line
- Enter the following values: Website Blog Event Podcast Group Job Other
- At Required, select Always require a value in this field in order to save a record.
What is standard and custom fields in Salesforce?
- Some data types are available for certain configurations only. …
- Custom settings and external objects allow only a subset of the available data types.
- You can’t add a multi-select picklist, rich text area, or dependent picklist custom field to opportunity splits.
- Relationship fields count towards custom field limits.
How to add fields in Salesforce?
- Navigate to the fields area of the appropriate object. …
- In Custom Fields & Relationships, click New. …
- Choose the type of field and click Next. …
- For relationship fields, associate an object with the field and click Next.
- Enter a field label. …
How many user we create in Salesforce?
Users can have only one profile but, depending on the Salesforce edition, they can have multiple permission sets. You can assign permission sets to various types of users, regardless of their profiles. Create permission sets to grant access among logical groupings of users, regardless of their primary job function.
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What is the use of fields in Salesforce?
Fields in Salesforce represents what the columns represent in relational databases. It can store data values which are required for a particular object in a record.
How do I see field usage in Salesforce?
On a custom field’s detail page, click Where is this used? to see the field reference details. To view the settings for the layout, formula, or other reference, click a reference label. The list can include these references.
What does field usage hidden mean in Salesforce?
Active—In use and visible. DeprecateCandidate—Planned for deprecation and no longer in use. Hidden—Not visible and possibly planned for deprecation. Use with caution.
What are different types of fields in Salesforce?
However, Salesforce recommends that you use the 18-character ID.JunctionIdList Field Type. … Multi-Select Picklist Field Type. … Percent Field Type. … Phone Field Type. … Picklist Field Type. … Reference Field Type. … Textarea Field Type. … URL Field Type.
What is Salesforce Optimizer?
What is the Salesforce Optimizer Report? The Optimizer Report is a free and simple tool that takes the guesswork out of your Salesforce org and looks for potential problems in your implementation. This PDF report can be generated at any time to flag potential issues that may be hindering your instance.
How does Cloudingo work?
Everything you need to dramatically increase data quality Tell Cloudingo which records to look through, which fields to match on, and watch as Cloudingo hunts down dupes lurking in your org. Then automatically (or manually) merge dupes without losing important info or relationships.
Where is FLS in Salesforce?
To check the field level Security for the object demo Object go to profiles and click on Contract manager profile. Now go to Custom object field-level Security and click on the object.
What is data sensitivity level in Salesforce?
Data Sensitivity Salesforce gives you several default values for this classification: Public: available to the public to view but not alter. Internal: available to company employees and contractors; must not be shared publicly, but can be shared with customers, partners and others under a non-disclosure agreement (NDA)
What is view field accessibility in Salesforce?
From the field accessibility grid, you can click any field access setting to change the field’s accessibility in the page layout or in field-level security. The Access Settings page then lets you modify the field access settings.
How many fields are there in Salesforce?
For the Enterprise Edition, you can create 500 custom fields on an object plus install 400 fields from a managed package and 100 of those fields are limited to specific objects. Beyond 800 fields, you are limited to the following objects.
What is field type?
Think of a field’s data type as a set of qualities that applies to all the values that are contained in the field. For example, values that are stored in a Text field can contain only letters, numbers, and a limited set of punctuation characters, and a Text field can only contain a maximum of 255 characters.
What is picklist in Salesforce?
Picklists offer a selection of options available for specific fields in a Salesforce object, such as a list of regions. Users can then choose a single value from a list of options rather than make an entry directly in the field, which cuts down on errors and helps keep data clean.
Tuesday, June 18, 2013
This blog is not about how to identify where a field used in: reports, triggers, workflow, field update, etc. If you are reading this blog for that purpose, out-of-the-box that feature it has not available yet, so please vote this post in IdeaExchange.
Salesforce field usage
This blog is not about how to identify where a field used in: reports, triggers, workflow, field update, etc. If you are reading this blog for that purpose, out-of-the-box that feature it has not available yet, so please vote this post in IdeaExchange.
What is a picklist field in Salesforce?
Picklist fields contain a list of one or more items from which a user chooses a single item. They display as dropdown lists in the Salesforce user interface. One of the items can be configured as the default item.
What is a reference field?
A reference field contains an Id value that points to a unique record (usually the parent record) on another object. A reference field is analogous to the concept of a foreign key in relational databases. The name of a reference field ends, by convention, with the letters Id (such as CaseId or OpportunityId ). For example, in the OpportunityCompetitor object, the OpportunityId field is a reference field that points to the Opportunity object. It contains an ID value that uniquely identifies an Opportunity record.
How many characters are in Salesforce ID?
Salesforce IDs are often represented by 15- character, base-62, strings. Each of the 15 characters can be a numeric digit (0-9), a lowercase letter (a-z), or an uppercase letter (A-Z). These 15-character IDs are case-sensitive. To Salesforce, 000000000000Abc is not the same as 000000000000aBC.
How many records can you query in SOQL?
The total number of records you can query for in a single SOQL query, when one of the fields being queried on is of type JunctionIdList, can’t exceed 500. If the number of records returned exceeds 500, EXCEPTION: System.UnexpectedException: Truncated appears.
What is a junctionidlist field?
Starting in API version 34.0, the JunctionIdList field type lets you manipulate the many-to-many relationship of an entity directly. You no longer need to manipulate underlying junction entity records. JunctionIdList fields can be queried and updated like any other field on the entity. Queries or updates to JunctionIdList fields act as queries or updates to the underlying junction entity records. Fields of type JunctionIdList appear in the WSDL as an unbounded array of type ID.
What is an ID field?
With rare exceptions, all objects in the API have a field of type ID. The field is named Id and contains a unique identifier for each record in the object. It is analogous to a primary key in relational databases. When you create () a new record, the Web service generates an ID value for the record, ensuring that it is unique within your organization’s data. You cannot use the update () call on ID fields. Because the ID value stays constant over the lifetime of the record, you can refer to the record by its ID value in subsequent API calls. Also, the ID value contains a three-character code that identifies the object type, which client applications can retrieve via the describeSObjects () call.
Do enumerated fields change with language?
The enumerated field values are fixed and do not change with a user’s language. However, each value may have a specified “label” field that provides the localized label for that value. Always use the value when inserting or updating a field. The query () call always returns the value, not the label.
Learn how to connect your teams, optimize operations, and amaze customers
In its simplest form, field service is the part of an organization that deploys a worker to perform in-person service for a customer. Use cases span industries, from performing maintenance on a machine at a hospital to fixing your cable connection at home.
What is field service management?
Field service management is how organizations coordinate resources to deliver in-person service. There are a spectrum of use cases. These use cases include equipment installation, maintenance, break/fix, and asset monitoring. Performing these jobs takes careful coordination between agents, dispatchers, workers, and others.
Who benefits from field service management?
Digital-first field service management has a ripple effect across the organization. A better experience for your field service team leads to better customer experiences. Here’s how each member of your field service team will benefit:
How to choose the right field service management solution
Ready to get started? As you evaluate field service management solutions, ask yourself these questions:
How long does Salesforce keep history?
You can’t keep it forever – Salesforce only keeps so much history around. Here’s how that works: Last 18 months – You can access the last 18 months directly in your org via related lists, reports and SOQL queries. From 18-24 months – Salesforce retains this data but you have to use Data Loader or the API to access it.
Can you include the old and new record in a lookup field?
If you’re dealing with changes to lookup fields, you likely want to include some additional data about the old record and the new record referenced by the lookup field. Unfortunately, you can’t do that because the old value and new value themselves aren’t lookups, they’re just text with a name for the referenced record.
Does Salesforce keep track of history?
Salesforce isn’t entirely consistent in how it keeps track of history for each kind of object. The vast majority of standard Salesforce objects follow the same model, but there are a few exceptions (particularly with Opportunity; see below). Custom objects also support history tracking but have a few minor differences in their history objects.
Suggested Metrics
So you’ve worked through a communications and training strategy and started your end users on a learning path. But now, how do you measure the success of their adoption? Luckily, you don’t have to go far to measure Salesforce usage. Salesforce itself has powerful tools that can provide insight into how users are interacting with the application.
Measure Data Quality
Good data quality is another valuable way to measure adoption. Remember, “If it isn’t in Salesforce, it doesn’t exist.” Data quality, which includes data accuracy and completeness, is the key to ensuring that your organization utilizes Salesforce to its full potential.
Assess User Satisfaction
After you set up your usage and data quality analysis, the next step is assessing user satisfaction. The most common way to do this is through a survey or formal business process review.
Quiz
1 What are some early indicators of success when measuring user adoption of Salesforce?