Questions tagged [custom-field]

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 value suffixed with an __c.

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1answer
336 views

Campaign Member Custom Fields

I need to create several campaign member custom fields for reporting purposes to measure campaign membership by acquisition Channel and Medium. Ideally I could create a campaign member field for each ...
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0answers
22 views

Run default Lead Assignment in trigger [duplicate]

I want run a rule from trigger (Lead Assignment rule - default) when a new lead is created. I tried something but its not working. Don't know which one is correct way to do that. below you can find my ...
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1answer
120 views

Retrieve data from a WebService and fill Standard Page (Lead) fields

Here's my scenario: I need to create a basic search, based on the custom field "ZipCode__c". User types in the zip code and then I have to use a WebService to retrieve the address information (non-...
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0answers
50 views

Trigger Custom field

I'm very new with salesforce and with everything related to Apex triger. I have a little problem and I guess the solution is not complicated but ... So, When I create a new event, it's always liked ...
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1answer
33 views

Need help to make trigger and VP

1.- Create an object called A, with a date field called DateA - Create an object called B, with a lookup field to A and a date field called DateB 2.- Create a trigger that will set the DateA field as ...
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1answer
105 views

Approval Process - Track Submitter of record

I am trying to track the 'Submitter' of an Approval process in Salesforce. Although I can who submitted the record when I check the Approval History, I cannot seem to create a field that will contain ...
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0answers
462 views

Changing already created text fields into currency fields?

So I have a really tedious problem. I've been plopped into a SalesForce setup that was created by someone else and they want me to automate our company's billing process a little. The issue is for ...
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1answer
1k views

Having trouble writing Apex trigger on custom object to update a lookup fields

I have a trigger that maps information from one Custom Object (Agents) to another Custom Object (Trident Contracts). I am able to update Seller Agent Name in the Trident Contract Mapping with the ID. ...
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1answer
1k views

Default email address on email type field

I would like to give an email field a default email address of 'test@gmail.com' onto every opportunity record in Salesforce. I need to use an an email type field for this (for setting email alerts ...
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1answer
33 views

Formula that depending the date of payment will assign the value of that payment

Another question from a newbie( most probably a silly one). I have dates of payments(date) with payments(currency). I created an amount paid field where CASE( Payment_Date__c , Relation__r.X1__c , ...
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0answers
2k 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 ...
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0answers
77 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, ...
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3answers
2k 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 ...
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3answers
162 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. ...
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1answer
88 views

How to add custom 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?
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0answers
652 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 ...
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0answers
1k 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. Schema.FieldSetMember[getDbRequired=...
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1answer
355 views

Display user-specific custom fields

I would like to display a few additional custom fields that are only related to 1 or 2 contacts accessing my portal, only they should be able to see these additional fields. How can I acheive this?
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0answers
580 views

Add custom field in Activity Section

I am integrating salesforce in my application and got struck at one point how can we create a custom field in Activity (Calendar event) using C#. Currently I am able to create the custom field in ...
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1answer
56 views

How do I associate an email address with an account?

I have emails associated only with accounts that I would like to import to salesforce. How does one add custom field to an account, and does this then appear in the import wizard?
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2answers
33 views

Changed an input field from required to not-required but it is still required

I have created a custom Number field and set it as required. I later changed that field to not-required. But Users are reporting that the field is still required, even though when checking the Object ...
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2answers
16 views

Custom Fields: Access other data assoc. with Object other than its fields

I want to make a custom field for Salesforce's Contact object; I would like to access information that can be found on the Contact object page, but are NOT fields. Notice in the picture, I want to ...
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2answers
44 views

look up filter failing while doing copy paste

I have a custom lookup filter on an opportunity to show only active records of a custom object (look up relation ship) . Its working well in regular process but its failing when I do copy paste of ...
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2answers
602 views

Is it possible to Show / Hide custom fields based on picklist values using visual flows?

i have one scenario which is show / Hide Fields in page layout based on picklist values (Note : i already developed one vf page to achieve this but it's not allow me to show in edit mode of record) ...
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1answer
1k views

Why shippingpostalcode is showing (variable does not exist)

Here is my apex trigger but it is unable to recognise 2 fields i.e. billingpostalcode and shippingpostalcode. trigger AccountAddressTrigger on Account (before insert, before update) { for(...
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2answers
285 views

Dynamic picklist values in standard relatedlist

The problem occurs in the opportunity related list of a custom object. I have create a custom picklist on the custom object with dynamic values. Eg. You select the product eg a pullover and you get ...
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1answer
5k views

If Condition for validation rule to check two fields

there are two custom fields which are Total fee and invoiced fee, for job object i need add validation rule so that Invoiced fee always less than total fee, user cannot able issue invoice greater than ...
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votes
1answer
4k views

How do I change a custom lookup field to a text field?

I have an important custom field, Agency, used by all records and I need to change it from a lookup window to a text field so I can use a workflow rule that updates the agency for a contact or ...
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2answers
465 views

insertions of record automatically while installing

I have created a product which contain a custom setting. In the custom setting it contain a record. I have the product as package and installed it into an new env but after installation the user need ...
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2answers
70 views

how to add more than one value in a single field [closed]

I have created a custom field to add attendees for a meeting event. what should be done to add more than one name in the same field. how do i go about? I am new to Sales force
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1answer
2k views

How do I use picklist values as a number value?

I have a picklist consist of {Low, Medium, High} and I want to use them in a report. But somehow I have to convert them to a number value like {1,2,3} to be able to calculate summary. What do you ...
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3answers
274 views

Leave field update automation

I have a leave object. In leave object, I have Name field, From Date and no.of days. I need to create a ledger (please see the table below) (Remaining balance and end balance should be automated)the ...
-1
votes
1answer
35 views

I need to create a method in the acount trigger to keep an external id field value updated. (continue in body)

This value has to be the name of the account. Every time an account is inserted or its name changes, it is necessary to update the external id. How can i do that? thanx. Public static void updateAcc ()...
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1answer
50 views

How to set certain Opportinity fields to remain locked during the Submit for Approval process [closed]

I need to be able to have certain Opportunity fields to remain locked during the Approval process? There are few Opportunity custom fields which I need to keep locked during the Submit for Approval ...
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5answers
2k views

Make a custom field required when certain condition is fulfilled

Could you please advise and give me an example of a validation rule to help me make a custom field required when a picklist value is selected. I have a picklist called Type and a custom field called ...
-1
votes
2answers
755 views

Dynamic display the records with label

I have different fieldset for recordtype. On click of recordtype i am getting all the fields and doing soql and getting the result into a list and passing the list to a VF page. Now I need to display ...
-2
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2answers
60 views

How can I simplify the formula to avoid limit?

I'm getting "Maximum size is 5,000 characters" for formula, when trying to do this: ((Account.Cost_per_day__c + IF( (AND(Cleaning__c = TRUE, Parking__c = TRUE)), (VALUE(TEXT(Number_of_cleaning__c)...
-2
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1answer
268 views

Prefill fields with trigger not working

I have a custom object with 4 required fields for which I made a visualforce page to create a new record. I would like to fill 2 of the required fields with a before trigger and the other 2 trough the ...
-2
votes
2answers
109 views

Trigger to update Account on updating contact

Can someone please tell why below sample code is not working Trigger UpdateParent on contact (After Update){ List<Account> acc = new List<Account>(); for(Contact c : Trigger....
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votes
1answer
24 views

Output of the Formula needed [closed]

I am trying to determine what the following formula are saying or mean. Can you please help? IF( OR( NOT( ISBLANK( TEXT( Membership_Source) ) ), ISPICKVAL( Category, 'C' ) ), ...
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1answer
885 views

how to create Salutation fields in salesforce

Salutation like contact name with prefixes Mr., Mr.s. I have googled but didn't get the solution.
-3
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2answers
744 views

How to display Formula(text) data type field as list in VF page

I have VF page which get a many text based on the text entered in the multi-picklist values. The field could return 3 or 4 sentence based on the condition I specified in for field which has a formula(...
-4
votes
1answer
127 views

My Save Button is not working

I have one custom object called (FeedbackFrom__c) in that I having 10 fields, each fields having different VF Pages at page no 11, I am having one save button if I click that automatically 10 fields ...
-4
votes
1answer
42 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 ...
-4
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1answer
110 views

How to using formula field for contact custom field allow only two digit numbers?

I created one formula field in contact object. When I give text with numbers(Before text and numbers(Ex: tsdhsgj12) or after text and numbers(Ex: 12gsdjgsjgfs)) in the input contact custom filed, it ...

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