How do I add a value in Salesforce?

Add or Edit Picklist Values
  1. Navigate to the fields area for your object.
  2. In the Custom Fields & Relationships related list, click the name of the picklist field to update.
  3. In the Values section, click Edit next to a value.
  4. Change the value’s name, and optionally make the value the default for the master picklist.

How do I add a value to a field in Salesforce?

Go to Setup > object > fields, click on field and then in bottom you will see the button to add in new pick list values. Click on the Field Label Name of the field you wish to edit In the Pick List Values section, click the "New" button Add the value(s) as desired.

How do I create a picklist value in Salesforce?

Go to the fields area of the object you want to create a picklist field for. In the custom fields related list, click New. Select Picklist or Picklist (Multi-Select), and then click Next. Enter a label for the picklist field.

How do you add a picklist value in Salesforce for record type?

Choose Picklist Values for a Record Type
  1. Click. , then click Setup.
  2. Click the Object Manager tab.
  3. Click the name of the object whose record type you want to update, then click Record Types.
  4. Click the record type name.
  5. Click Edit next to the picklist field to change its values.
  6. Add or remove values as needed.
  7. Click Save.
Choose Picklist Values for a Record Type
  1. Click. , then click Setup.
  2. Click the Object Manager tab.
  3. Click the name of the object whose record type you want to update, then click Record Types.
  4. Click the record type name.
  5. Click Edit next to the picklist field to change its values.
  6. Add or remove values as needed.
  7. Click Save.

How do you update a picklist value in Salesforce dynamically?

Here's how to set up Salesforce Dynamic Picklists in your web forms:
  1. Start using FormAssembly Enterprise or Compliance Cloud.
  2. Add a drop-down menu field to your form.
  3. Click on the field and select “choices.”
  4. Click “Salesforce Dynamic Picklist.”
  5. Select your existing Salesforce authorization, or connect to a new account.
Here's how to set up Salesforce Dynamic Picklists in your web forms:
  1. Start using FormAssembly Enterprise or Compliance Cloud.
  2. Add a drop-down menu field to your form.
  3. Click on the field and select “choices.”
  4. Click “Salesforce Dynamic Picklist.”
  5. Select your existing Salesforce authorization, or connect to a new account.

What is tab Salesforce?

Custom tabs let you display custom object data or other web content in Salesforce. When you add a custom tab to an app in Salesforce Classic, it appears as a tab. When you add a custom tab to an app in Lightning Experience, it appears as an item in the app’s navigation bar and in the App Launcher.

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What is a record in Salesforce?

Salesforce record types are ways to group records within a specific object. These are typically focused on what will make the most sense to the end user. Below are examples of when record types may be needed: Accounts types that different groups need to access – customer accounts, partner accounts, etc.

What is data type in Salesforce?

Different DataTypes in Salesforce. Apex in Salesforce assigns a data type to all variables and expressions, such as sObject, primitive, or enum. We use these data types as it is required depending on the condition. Integer, Double, Long, Date, Datetime, String, ID, or Boolean are examples of primitives.

How do I edit a pick list in Salesforce?

Add or Edit Picklist Values
  1. Navigate to the fields area for your object.
  2. In the Custom Fields & Relationships related list, click the name of the picklist field to update.
  3. In the Values section, click Edit next to a value.
  4. Change the value’s name, and optionally make the value the default for the master picklist.
Add or Edit Picklist Values
  1. Navigate to the fields area for your object.
  2. In the Custom Fields & Relationships related list, click the name of the picklist field to update.
  3. In the Values section, click Edit next to a value.
  4. Change the value’s name, and optionally make the value the default for the master picklist.

How do you create a record type?

Create a new account record type called Customer Account.
  1. From Setup, click Object Manager and select Account.
  2. Select Record Types, click New, and fill in the details. …
  3. In the Make Available column header, deselect the checkbox.
  4. In the Make Available column, select these profiles. …
  5. Click Next.
Create a new account record type called Customer Account.
  1. From Setup, click Object Manager and select Account.
  2. Select Record Types, click New, and fill in the details. …
  3. In the Make Available column header, deselect the checkbox.
  4. In the Make Available column, select these profiles. …
  5. Click Next.

How do you create a record?

Create Records from Object Home Pages
  1. Click the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.
  2. Click New.
  3. Select a record type if you’re prompted.
  4. Enter values in the fields. …
  5. Save your changes, when you finish entering values for your new record.
Create Records from Object Home Pages
  1. Click the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.
  2. Click New.
  3. Select a record type if you’re prompted.
  4. Enter values in the fields. …
  5. Save your changes, when you finish entering values for your new record.

How do I create a dependent picklist in Salesforce?

Define Dependent Picklists
  1. From the management settings for the object you want to add a field to, go to Fields. …
  2. Click Field Dependencies.
  3. Click New.
  4. Choose a controlling field and dependent field. …
  5. Click Continue.
Define Dependent Picklists
  1. From the management settings for the object you want to add a field to, go to Fields. …
  2. Click Field Dependencies.
  3. Click New.
  4. Choose a controlling field and dependent field. …
  5. Click Continue.

How do you use dependent picklist in flow?

Display picklists in a flow screen in which the options for one picklist depend on the selected value of another picklist. The Dependent Picklists screen component determines which options to display in each picklist by using an existing field dependency in your org.

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How do I create a custom object tab?

  1. From Setup, in the Quick Find box, enter Tabs , then select Tabs.
  2. Click New in the Custom Object Tabs related list.
  3. Select the custom object to appear in the custom tab. …
  4. Click the Tab Style lookup icon to show the Tab Style Selector. …
  5. Click a tab style to select the color scheme and icon for the custom tab.
  1. From Setup, in the Quick Find box, enter Tabs , then select Tabs.
  2. Click New in the Custom Object Tabs related list.
  3. Select the custom object to appear in the custom tab. …
  4. Click the Tab Style lookup icon to show the Tab Style Selector. …
  5. Click a tab style to select the color scheme and icon for the custom tab.

How do I create a record in Salesforce?

Create Records from Object Home Pages
  1. Click the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.
  2. Click New.
  3. Select a record type if you’re prompted.
  4. Enter values in the fields. …
  5. Save your changes, when you finish entering values for your new record.
Create Records from Object Home Pages
  1. Click the object for the kind of record you want to create. For example, click Accounts if you want to create an account record.
  2. Click New.
  3. Select a record type if you’re prompted.
  4. Enter values in the fields. …
  5. Save your changes, when you finish entering values for your new record.

What is tab in Salesforce?

Custom tabs let you display custom object data or other web content in Salesforce. When you add a custom tab to an app in Salesforce Classic, it appears as a tab. When you add a custom tab to an app in Lightning Experience, it appears as an item in the app’s navigation bar and in the App Launcher.

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How do you make a Lightning record?

Create a Record in Lightning Experience
  1. To create records from any Salesforce page, select the item you want in the navigation menu, then click New in the list view.
  2. To create records from an existing record, click New for the item you want.
Create a Record in Lightning Experience
  1. To create records from any Salesforce page, select the item you want in the navigation menu, then click New in the list view.
  2. To create records from an existing record, click New for the item you want.

What is the difference between database insert and insert?

Insert – Insert and Database. insert method are same but Database. insert method provide you more flexibility as compared to Insert Method. If there is any exception while making DML using insert then All records will be aborted.

What is page layout in Salesforce?

Page layouts control the layout and organization of buttons, fields, s-controls, Visualforce, custom links, and related lists on object record pages. They also help determine which fields are visible, read only, and required. Use page layouts to customize the content of record pages for your users.

What are record types in Salesforce?

“Record types let you offer different business processes, picklist values, and page layouts to different users. You might create record types to differentiate your regular sales deals from your professional services engagements, offering different picklist values for each.

How do you define a record in C#?

You define a record by declaring a type with the record keyword, instead of the class or struct keyword. Optionally, you can declare a record class to clarify that it’s a reference type. A record is a reference type and follows value-based equality semantics.

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