Tutorial 13- How to Add Fields on Objects in Salesforce?

Summary

In this tutorial, the instructor guides viewers through creating and adding fields to the 'Position' object in a recruiting application. Starting with a status field, they explore various data types for different fields, such as salary, location, and job description. The process includes selecting field types like pick lists and date fields and explaining how to assign values to them. The tutorial also highlights how to make the fields visible to specific user profiles and how to add them efficiently using the schema builder. The focus is on enhancing the position object to improve recruitment processes.

Takeaways

• 😀 **Status Field Creation**: The first field to be added is the **status** field, which tracks the position's progress. It includes values such as 'New Position', 'Pending Approval', 'Open', 'Approved', and 'Cancelled'.
• 😀 **Picklist Field Type**: For the **status** field, a **picklist** data type is used, allowing users to select one value from predefined options.
• 😀 **Object Manager Tool**: Salesforce’s **Object Manager** is used to add fields to the position object, enabling customization of fields for job positions.
• 😀 **Field Access Control**: You can set field visibility to control who can view and edit each field, allowing for profile-based customization.
• 😀 **Multiple Field Types**: Several field types are available in Salesforce, including **currency**, **text area**, **date**, **picklist**, and **multi-select picklists**, each suited for different data storage needs.
• 😀 **Schema Builder for Faster Field Creation**: The **Schema Builder** offers a quicker method for adding and organizing fields and their relationships visually.
• 😀 **Salary Range Fields**: The tutorial discusses how to add fields for salary ranges, using the **currency** field type to specify minimum and maximum salary amounts.
• 😀 **Position Dates**: Fields such as **open date** and **hired by date** are added to capture the timeline for when the position will be open and when it should be filled.
• 😀 **Location Field**: A **picklist** is used to specify the location of the job, whether it is remote or in a specific city.
• 😀 **Required Fields**: You can configure fields as required, ensuring that users must fill them out when creating or editing position records.
• 😀 **Field Descriptions**: Descriptions for the position, including **responsibilities** and **skills required**, are captured in text fields, giving more context to the job posting.

Q & A

What is the purpose of creating fields in the position object?

The purpose of creating fields in the position object is to capture specific details related to the position, such as its status, open date, salary range, and other relevant information needed to manage the position efficiently.

What is the significance of the 'status' field for the position object?

The 'status' field indicates the current state of a position, such as whether it is new, pending approval, open, approved, or filled. This helps track the approval and hiring process of a position.

What are some possible values for the 'status' field?

Possible values for the 'status' field include 'New Position,' 'Pending Approval,' 'Open Position,' and 'Approved,' among others, which help indicate the position's progress in the hiring process.

How does a pick list work in Salesforce fields?

A pick list allows users to select from predefined values when filling out a field. It is a field type that restricts input to a specific set of choices, ensuring data consistency.

What other fields were mentioned for the position object besides the 'status' field?

Other fields mentioned for the position object include the open date, close date, location of the position, description, required skills, educational qualifications, salary range, and the type of employment (full-time, part-time, etc.).

What is the difference between 'pick list' and 'multi-select pick list' field types?

'Pick list' allows users to select only one option from a list, whereas 'multi-select pick list' lets users choose multiple options from the list.

What is the purpose of the 'minimum' and 'maximum' salary fields in the position object?

The 'minimum' and 'maximum' salary fields capture the salary range for a position, allowing companies to specify the expected salary range for candidates applying to the position.

How can you make a field required in Salesforce?

To make a field required in Salesforce, you can select the 'Required' checkbox during field creation, ensuring that users cannot save the record without filling out the field.

How can fields be added to an object in Salesforce?

Fields can be added to an object in Salesforce using the Object Manager or through the Schema Builder. The Schema Builder provides a faster, more visual way to add fields.

What type of field would you use to store a date, such as the position's open date?

To store a date like the position's open date, you would use the 'Date' field type, which allows users to either enter a date manually or select one from a calendar.