Day 3 | Salesforce Bootcamp 2023 | Text, Picklist,Global Value Set, Field Dependency, Schema Builder

Introduction

This tutorial is designed to guide you through essential Salesforce concepts covered in the Day 3 session of the Salesforce Bootcamp 2023 led by Sanjay Gupta. You'll learn about text fields, picklists, global value sets, field dependencies, and using the schema builder. This knowledge is crucial for anyone aiming to build a career in the Salesforce ecosystem.

Step 1: Understanding Text Fields

Text fields are fundamental components in Salesforce that allow users to input textual data. Here’s how to create and manage them:

1. Navigate to Object Manager:

   • Go to Setup in Salesforce.
   • Select Object Manager from the top menu.

2. Select the Object:

   • Choose the object where you want to add a text field (e.g., Account or Contact).

3. Create New Field:

   • Click on Fields & Relationships.
   • Click the New button to create a new field.
   • Choose Text as the field type and click Next.

4. Configure Field Settings:

   • Enter Field Label and Field Name.
   • Set the length of the text field (maximum of 255 characters).
   • Decide if the field is required.
   • Click Next, set field-level security, and add the field to page layouts.

Step 2: Creating Picklists

Picklists are used to provide users with a set of predefined options. Here’s how to set them up:

1. Follow Steps to Object Manager (as in Step 1).

2. Create New Field:

   • Click on Fields & Relationships.
   • Click the New button and select Picklist.

3. Configure Picklist Values:

   • Enter Field Label and Field Name.
   • Under Values, you can either:
     • Manually add values.
     • Use a global value set for consistent options across multiple fields.
   • Click Next, set field-level security, and add the field to page layouts.

Step 3: Working with Global Value Sets

Global value sets are collections of values that can be reused across multiple picklists. Here’s how to create and use them:

1. Access Global Value Sets:

   • In Setup, under the Object Manager, search for Global Value Sets.

2. Create New Global Value Set:

   • Click New and enter a name for your value set.
   • Add values you want to include.

3. Use in Picklists:

   • When creating a picklist field, select the option to use a global value set and choose the one you created.

Step 4: Setting Field Dependencies

Field dependencies allow you to control the values available in one field based on the selection in another. Follow these steps:

1. Create Controlling and Dependent Fields:

   • Ensure you have a controlling picklist (e.g., Country).
   • Create a dependent picklist (e.g., State).

2. Set Field Dependencies:

   • In Object Manager, go to Fields & Relationships.
   • Click on Field Dependencies.
   • Click New and select the controlling and dependent fields.

3. Define Dependency Mapping:

   • Choose which values in the controlling field correspond to which values in the dependent field.
   • Click Save.

Step 5: Using Schema Builder

The Schema Builder is a powerful tool for visualizing and managing your Salesforce data model. Here’s how to use it:

1. Access Schema Builder:

   • In Setup, search for Schema Builder.

2. Select Objects:

   • Use the left panel to select objects you want to view.
   • The main canvas will display the selected object and its fields.

3. Add Fields or Relationships:

   • Drag and drop to create new fields or relationships directly on the canvas.
   • Make sure to save your changes.

Conclusion

In this tutorial, you have learned how to create and manage text fields, picklists, global value sets, field dependencies, and utilize the schema builder in Salesforce. Mastering these concepts is essential for anyone looking to pursue a career in the Salesforce ecosystem.

For further learning, consider practicing these steps in your Salesforce environment and exploring more advanced Salesforce features.