Customize a Salesforce Object: Work with Standard and Custom Fields

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Study for the Administrator Certification Exam > Object Manager and Lightning App Builder (15%) > Customize a Salesforce Object > Work with Standard and Custom Fields

요구사항

AW Computing이라는 회사가 있는데, Sales팀이랑 Support팀이 Account.Rating필드를 Sales의 Prospect로 사용하고 있다는거에요. 그런데 필드명이 그냥 Rating이라서 상사가 이게 뭔가 할거 같대요. 필드명을 적절하게 바꾸고, Sales랑 Support팀에게 해당 필드가 뭐고 어떻게 사용하는지 보여줬으면 좋겠대요.

Create a Playground, AW Computing

Create Profiles for Sales and Support team

  1. Setup > Profiles > S > Standard User > Clone!
    • Profile Name: Sales User
  2. Save!
  3. Clone!
    • Profile Name: Support User
  4. Save!

Change Field

Label:

  1. Setup > Rename Tabs and Labels > Accounts > Edit
  2. Next
  3. Rating
    • Singular: Prospect Rating
  4. Save!

Help text:

  1. Setup > Object Manager > Account > Fields & Relationships > Prospect Rating > Edit!
    • Help Text:
      • This indicates the likelihood of a sale being made to this account in the next six months. Cold indicates not likely. Warm indicates quite likely. Hot indicates very likely.
  2. Save!

Add a value:

  1. Account Rating Picklist Values > New
    • Not Known
  2. Save!

Prospect Rating Field to Read-Only to all users except Sales User Profile:

  1. Set Field-Level Security!
    • Select ✅ Read-Only (in the header, so all read-only check boxes are checked)
    • Sales User > Deselect 🔲 Read-Only
  2. Save!

Add New Field, Has Support Plan:

  1. Setup > Object Manager > Account > Fields & Relationships > New
    • Data Type: Checkbox
  2. Next
    • Field Label: Has Support Plan
    • Field Name: Has_Support_Plan
    • Default Value: ✅ Unchecked
    • Description: Sales users use this field to indicate to Support which customers have support plans.
    • Help Text: Does this customer have a current support plan? Check this box when you sell a support plan to this customer.
  3. Next
    • Select ✅ Read-Only column header
    • Deselect the Sales User and Support User checkboxes in the Read-Only column.
  4. Next
  5. Save & New

Add New Field, Support Plan Expiration Date:

  1. Setup > Object Manager > Account > Fields & Relationships > New
    • Data Type: Date
  2. Next
    • Field Label: Support Plan Expiration Date
    • Field Name: Support_Plan_Expiration_Date
    • Description: Expiration date of current support plan
    • Help Text: When is the current support plan due for renewal?
  3. Next
    • Select ✅ Read-Only column header
    • Deselect the Sales User and Support User checkboxes in the Read-Only column.
  4. Next
  5. Save