Fields (Attributes): Fields define the individual data items that can be used to store data in an entity.
Properties of fields:
1. Display Name: Label in heading for lists where attribute is included.
2. Name: Prepopulated based on display name.
3. Field Requirement: Three options –
a. Optional – Record can be saved even if there is no data in this field.
b. Business Recommended – Record can be saved even if there is no data in this field but it is marked with blue asterisk which shows that it is important field.
c. Required – Record cannot be saved if there is no data in this field.
4. Searchable – Appears in advanced find and is available when customizing views.
5. Field Security – If enabled allows field to participate in field-level security.
6. Auditing – Disable so that data in this won’t be included with auditing data.
7. Description – Text entered will appear as tooltip.
8. Field Types – Types of fields include:
a. Simple field: Data is not based on a formula.
b. Calculated field: Calculations that use fields from the current entity or related parent entities.
c. Rollup field: Aggregate value computed from records related to a record, or a value computed over a hierarchy.
9. Field Data Types – Field Data types include:
a. Single line of text: Can contain up to 4,000 text characters. Maximum length can be set to be less than this. Format options available are email, text, text area, URL, ticket symbol and phone.
b. Multiple lines of text: Can contain up to 1,048,576 text characters. Maximum length can be set to be less than this.
c. Option set: Provides a set of options. Each option has a number value and label. Only one option can be selected.
d. MultiSelect option set: Provides set of options. Multiple options can be selected.
e. Two Options: Provides two options. Each option has a number either 1 or 0 corresponding to true or false value.
f. Status: System field that has options that generally correspond to active or inactive.
g. Status reason: System field that provide additional details about the status field.
h. Whole number: Integers with a value between -2,147,483,648 and 2,147,483,647. Maximum and minimum values can be restricted within this range.
i. Floating point number: Up to 5 decimal points of precision can be used. Range is from -100,000,000,000 to -100,000,000,000. Maximum, minimum values as well as the level of precision can be specified.
j. Decimal number: Up to 10 decimal points of precision. Range is from -100,000,000,000 to -100,000,000,000,000. Maximum, minimum values as well as the level of precision can be specified.
k. Currency: Monetary values between -922,337,203,685,477 and 922,337,203,685,477 are allowed.
l. Date and Time: Has format options to display date only or date and time.
m. Image: Each entity that supports images can have one image field. When an entity has an image field, it can be configured to display the image for the record in the application.
n. Lookup: A field that allows setting a reference to a single record of a specific type of entity.
o. Owner: A system lookup field that references the user or team that is assigned a user or team owned entity record.
p. Unique Identifier: A system field stores a globally unique identifier (GUID) value for each record.
q. Customer: A lookup field that you can use to specify a customer, which can be an account or contact.