Tagged Questions

A custom field can be added to standard objects that support custom fields and custom objects to extend the capabilities of Salesforce to suit the specific needs of an organization. Custom fields can be accessed in code by referring to them by their API Name which is their specified Field Name ...

learn more… | top users | synonyms

2
votes
0answers
26 views

Custom “IF” formula not returning correct records

I'm having a hard time with the following custom formula. I use this field in reports to determine if there are any data errors in our records. I can get the second scenario to work, but the first one ...
0
votes
1answer
20 views

Calculating the number of related contacts

Can anyone assist me in coming up with a formula/roll up summary for the Account object that will give a numerical value from calculating the number of related contacts
5
votes
1answer
58 views

Why are my default values always null for checkbox/boolean fields?

I setup a field in Salesforce: When looking at the metadata for my custom object containing this field, this is the data on that metadata field: "defaultValue": null, "defaultedOnCreate": ...
0
votes
1answer
22 views

How can I set field level security for multiple fields in the same custom object?

I have deployed several objects from one sandbox environment to another. I notice that the field level security settings has not been deployed. I used the change sets method to deploy these objects. ...
-3
votes
1answer
34 views

I am struggling with writing an if/then question for an opportunity [closed]

I inserted one new field: Is there a customer Impending event? If yes, I need to follow that with mandatory questions. What is the start date? (answer can be n/a) What is the end date? (answer can ...
2
votes
4answers
80 views

Can I force a recalculation of objects?

Addendum to How to set a field in oppty based on a parameter of it's products? I have a new CB for our product object. a workflow rule, updates the opportunity product object, when it's created. ...
1
vote
1answer
15 views

Conditional Checkbox to change following field type

I have a requirement where by I would like to have a field type following a checkbox change to a Master-Detail Relationship if the checkbox is check. E.g Employee Visitor (tick as ...
1
vote
1answer
42 views

Why does the RecordId get reflected in Name field instead of the Name?

I have created a custom object as XYZ and a created a Visualforce page based on the custom object. When I give the values in the vf page and save them.The record gets created, but in name field the ...
0
votes
2answers
25 views

Copy field from Activity Object to Contact Object

I wonder if there is a declarative way of doing this. When my Activity is closed, I want to copy a custom field of the Activity Object onto a custom field on my Contacts object. Is there a way to do ...
0
votes
0answers
36 views

How to convert number field to text in formula field?

I created a number field with options, Required, Unique and External Id checked, and want to use formula to convert Employee Number to text to prevent commas from displaying in the field. I tried to ...
0
votes
0answers
23 views

workflow fires without meeting criteria

i have a workflow and it fires only when custom_field__c is not null. an ETL job runs periodically, then this custom_field__c is updating, then the workflow rule fires, i get a email. Surprisingly, ...
1
vote
1answer
25 views

Custom field in standard object not available in reports on that object

I have a custom field in Accounts called Total Quality Rating. When customizing a report with report type Accounts, Total Quality Rating does not show up in the field list. Why would this be?
0
votes
1answer
20 views

Convert a picklist fieldtype to a number fieldtype without losing data

So we have a large number of text fields that we want to convert to number fields without losing data. We have a script to write to convert the text to numbers, so for example it was Monthly Weekly ...
2
votes
2answers
39 views

Populating standard name field with a case number

I am trying to populate the standard name field of an object with the case number. I have tried to use an apex class to accomplish this. Here is the code I used: GW_Volunteers__Volunteer_Job__c ...
0
votes
0answers
17 views

Contact Field calculated by trigger but now displaying on Person Account layout

I have a custom field within the contact object that was calculating values via trigger. The field and label had to be renamed due to various reasons. Within sandbox, when I was testing this I had ...
0
votes
1answer
41 views

Displaying custom field description on VF page

I have a requirement where the names of the custom fields far exceed the 40 characters limit. So instead I thought I would put a keyword in the field name and the whole name in the description of the ...
1
vote
1answer
39 views

Convert Custom field type from text to lookup/master-detail in salesforce

I have created custom field with Text data type..For some reason I need to change the field type to a look-up/master-detail relationship. But when i click on "Change Field Type" button for that ...
1
vote
1answer
37 views

Confused by default value of percent fields

As asked and learned here you need to enter 100 into a percent field to get 100%. BUT to set a percent field to 100% by default you need to enter 1 as default value. Otherwise it will result in ...
0
votes
0answers
25 views

How to create cross object field dependencies in my VF page?

I have a VF form page contains cross object fields, how should go about implementing field dependence between two different object fields? Thank you.
0
votes
1answer
27 views

Create new Field At Account Level

At Account level there is one filed named "Comment(Type-Long Text area)".now i want to create one another field at account level that give the count, Number of "comments" inserted by specific role of ...
0
votes
1answer
13 views

Creating a 'Scorecard' on the Accounts Page

I'm trying to create a basic 'scorecard' section that will display the following information on the Accounts Page: Value Open Opportunities Valued Closed Won Opportunities Number Leads Total Number ...
2
votes
1answer
39 views

Attach Metadata to Class Object

I am looking for a way to attach metadata to an Apex Class. My scenario is as follows: Suppose you have 40 custom Apex classes. There are two major systems that use these classes, but system A uses ...
1
vote
2answers
24 views

Change field Data Type without removing all references to said field in Controllers and Classes

Is it possible to change a field's Data Type without removing all references to it in controllers and classes? I'm considering changing a Rich Text Area to a Long Text Area. I'm receiving the ...
1
vote
0answers
27 views

Can I search the case lookup field by contact name?

I try to type in a contact name in the case lookup field and it brings up nothing. I need to know if there is a way to search this by name because end users are not going to know account numbers.
0
votes
3answers
40 views

Storing the results of a query in a variable

I have an object "Case" with the fields "Contact_Search_Name__c" and "CaseNumber" and I have an object "Case_Notes__c" with the field "Contact_Name__C" basically I am trying to use this query ...
0
votes
3answers
41 views

Adding a record to more than one case

I have written a visualforce page that displays a notes field, a date field, and 4 case fields. I am trying to submit the notes to each of the cases but it is only submitting it to one case. ...
2
votes
3answers
49 views

Sites Vf page field value not visible

I am trying to pass a field value from the controller to the VF page. It is a custom object. I have a list that queries a list of records, and I also query a look up field value. I debugged the list ...
0
votes
1answer
33 views

How to add cutom field in managed package in visaulforce page?

I have custom page in managed package and I added one custom button in this page when I click on this button I want to add one custom field in that page. Can any one help me?
1
vote
1answer
76 views

Master detail field is blank on visualforce page

I have a page that should allow me to select a case number from a master detail field but when the page is loaded the field is not there, only the label. I have tried to add an additional look-up ...
0
votes
3answers
64 views

Prepopulate custom field in Contact Object Based on its Related Account Object

We have a custom field named "Region__c" in the account object. The same field is also present in the Contact object. When we select an account form the contact edit view we want to populate the ...
1
vote
4answers
74 views

Add rollup Field on Account

I have two object one is "Account"(Parent) and second one is "Information"(Child). in that "Information" object have two field "balance" and "duedate" now at account level i want the total of all ...
2
votes
2answers
41 views

Unable to access custom Activity field from a Task query

We have created a custom Checkbox field on an Activity through the API. But the field is not available on the task when I query as follows: SELECT Id, CallObject, MyCustomField__c FROM Task ...
3
votes
3answers
251 views

How to access custom fields in Javascript

How to access custom fields in javascript? I have Account with both standard and custom fields. I use the default Page Layout to display and edit any acc. It is necessary to populate some of fields ...
1
vote
1answer
52 views

Can we change field type in patch org of manage package?

We have created a manage package which contains many custom fields. I know that we can not change the field type in manage package. My Question is can we change field type in Patch org? or is there ...
0
votes
0answers
60 views

Change Field Properties of custom field in custom object

What I want to do is I have a custom object and its Page Layout with its fields. At the time of creation of custom field I forget to make it read only. I want to change it read only but while Editing ...
2
votes
2answers
66 views

Is it possible to roll-up the count of assets on an account?

I cannot seem to get Assets displayed in the list of available objects when creating a roll-up for the account object. Is it possible to roll-up the count of assets on an account?
0
votes
1answer
28 views

Create a field with Range of number

I have a custom field on Lead (Marks__c) which is a number type field with different values. I need to create a field (Profile__c) which should behave something like SF Report's bucket list i.e this ...
5
votes
1answer
59 views

Date format compatibility

I have received a datetime format not supported to load in salesforce. Can someone suggest a way out here. Format received: 29-JUL-13 01.17.05.335000000 PM SFDC supported Format: ...
1
vote
1answer
77 views

All fields not selectable to history track

I have a custom object Address_vod__c. All the fields of this object are not coming for selection in History Tracking window. Is there any way I can make such a field (formula field) available there ...
0
votes
0answers
84 views

Custom fields within fieldset are not visible in VF page

I want to display all the fields field set but out of 4 it is displaying only 1 which standard field I am not able to display the custom field form field set. ...
1
vote
1answer
51 views

Changing custom field type

I need to change the field type of custom field from Text to Text Area (Long). I have around 2000 records for an object requiring this change. I also have apex and visualforce code referring to the ...
0
votes
2answers
63 views

Adding a new field to OpportunityLineItemSchedule

We have a requirement to add some extra functionality around schedules. Is there a way to extend this object with a custom field? I can't find it in the Salesforce setup.
2
votes
1answer
41 views

Mapping Custom Fields to Contact Roles

I am trying to map a Custom Field in a Contact to the Contact Role section on an Opportunity and can't figure out how to map them out. Any advice? Is this even possible?
0
votes
0answers
21 views

Calculate the total forecast revenue for the current year & display in Opportunity field

I am trying to display the revenue forecast for the current year on each Opportunity. The annual total needs to be the sum of the monthly revenue values from the forecast. Can this be done or can the ...
1
vote
1answer
106 views

Creating and updating a custom field for a Campaign Member

I am trying to send out an email whenever a campaign member's status is updated. I have the email side of it set up and working and am able to call that class from a trigger. Since I do not want an ...
1
vote
1answer
15 views

Can I change the type of a custom RSF field?

I have a custom field under Account that we've been using for a while, and I need to change it from Roll-Up Summary to Decimal. I cannot see that option when trying to edit the field. Is it possible ...
0
votes
1answer
60 views

Illegal assignment from list<event> to sobject. Please help me in modifying the code

I'm writing a trigger to update the activity field-contact_sys_id__C with the value of sys id /siebel id depending on the if type field. trigger ContactSysID on Event (before insert) { Id evid; ...
2
votes
3answers
32 views

Order matters database item

Trying to setup a database where it has a table with a bunch of devices, but when displaying the devices order matters. I would need to be able to insert/delete devices in any part of the chain. We ...
2
votes
1answer
103 views

Apex Trigger to populate custom field on Contract Object with value on contact object

I have a question for you knowledgeable people On the contract object we have a field called “Client Director” which is a look up to the contact record. Field: Client Director field api : ...
5
votes
2answers
77 views

Indexing Fields WITHOUT Salesforce Help (dates, etc)

I am asking this here because I'm having my usual run-around with Salesforce (we do not pay for Premium or "Developer" support if there even is such a thing) and I'd like to know if someone has ...