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#Custom Fields0 discussing

Create Bulk Object Fields using Metadata API

 

The Metadata API allows you to programmatically create, retrieve, update, or delete metadata components, including custom fields. You can use tools like Workbench or Salesforce CLI to interact with the Metadata API, or you can use the below Apex script to automate the field creation process.

 

https://sfdcpulse.wordpress.com/2024/03/08/salesforce-create-bulk-multiple-custom-fields-using-metadata-api/

 

 

#Salesforce  #Custom Fields

1 comment
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Hi, 

We have been using SalesForce for a couple of years and today added a new field for a data entry. This appears on any new page layouts but wanted to retrospectively add data into this field on forms that have already been submitted but is does not appear on these. 

Is there anyway we can add to older forms that have already been submitted. We will manually add the data in but we need the field there to be able to add.

Thanks. 

 

#Custom Fields

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Hi all,

 

I have a field called 'Contract Expiry Date' on the Account object. This is field is should for me but is not showing for other Users (even with the same Profile as me = System Administrator')

 

Diagnosis steps:

- Checked Set Field-Level Security for 'Contract Expiry Date': Confirmed Visible is tick on the profile (Sys Admin)

- Logged in as User and I can see the field

- Added the field to all Account Page layouts

- Added the field to the Lightning Record Account layout

- Logged in as the User and the field was there

- Got the User to screen share with me and the field truly wasn't on the Page Layout

 

This is head-scratching... Am I missing something else obvious? The User has the same Profile and Profile as me.

 

I did notice that the User doesn't have 'Marketing User' ticked on their User profile. Could this be a possible reason?

 

Thanks!

 

#Trailhead Challenges #Sales Cloud #Salesforce #Marketing Cloud #Salesforce Field Service #Custom Fields

8 answers
  1. Oct 11, 2025, 8:26 AM

    Hi Ola,  

    Do you know how to solve this issue? 

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We have noticed that the SOQL queries Agentforce Assistant builds, sometimes truncate the __c at the end of the custom fields' API names so it throws an error response. Recommendation is to add an agent instruction that specifies what to do with custom fields as a workaround but we are hoping it gets solved in the core product. We raised a ticket, but wanted to let the community know so you can apply the same workaround until its fixed 

 

#Agentforce  #Custom Fields

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Hi All! I'm wanting to make use of Contracts in Salesforce, but I need to recreate the logic for Contract Start, Term Length (months), and Contract End Date. We're using "Term" instead of Contract, but I can't edit the out of the box field names. 

 

So the formula I need is based on following fields:

Terms_Start_Date__c + Terms_Length__c = Terms_End_Date__c

 

Terms_End_Date__c is formula field calculated on save. Its also a number field (4,0). Term Start is Date field; Term End Date is formula/date field. Thanks in advance for any help! Not finding formulas online that are getting this done. 

 

#Formulas  #Custom Fields  #Sales Cloud

4 answers
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Hi all,

I have a custom object X, and I need to create a new custom object Y that is a clone of A (all fileds).

Is ther e a way to clone all field of a custom objects?

 

tks

 

#Custom Object #Custom Fields

(no code solution tks)

4 answers
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Can we create another line for Street address? I have a custom address "Home Address" and want to add another field Home Address ( Street Line) to include Apt, Suite, etc.

 

#Custom Fields #Sales Cloud #Salesforce

2 answers
  1. Feb 9, 2024, 12:57 AM

    The Street is already a multiline field. You can specify Apt on a separate line.The Street is already a multiline field. You can specify Apt on a separate line.

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I have created custom opportunity fields, commission and approval status with system admin profile, but I cannot find them. any one can help me please.

Thanks

 

#Trailhead Challenges  #Custom Fields

5 answers
  1. Ajaypreet Singh Saini (Grantbook) Forum Ambassador
    Apr 14, 2024, 11:50 PM

    Hey @priya Fed, are you already using the dynamic forms on your opportunity object?

     

    If so, you have to add the fields to the lightning page. Go to opportunity record and click on the gear icon on top right of your screen and select "Edit Page". Add the Commission and Approval Status custom fields there so that it will show up. Finally, save the page.

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Hi there!

 

I'm a beginning admin and I work at an assurance company. I've received a requested to put more surveillance on a certain field on the account records: a bank number field. (In case an employee changes the bank account nr to his personal bank nr and commits fraud). They do not trust the entries made by users (no checks) and would like to have a second approver for this particular field entry. 

 

My first thought was approval processes. But those are used when a record needs approval. Is it possible to use approval processes to approve or decline the first entry/update entry on a single field? It is not needed if all other fields are updated, only this particular field. 

 

What is the best way to tackle this? Any suggestions on alternatives as well?

Love to hear and learn from you!

 

Manon

 

#ApprovalProcess  #Custom Fields

3 answers
  1. Feb 28, 2024, 9:17 PM

    Hi @Manon Vogels, you could create an approval process with entry criteria that match your condition and then you could initiate a flow that will submit for approval action within, and the record will be automatically locked and submitted to the instance that needs to verify (also something that you could modify within the approval process).

     

    If you need more guidance on this matter and how to configure let me know.

     

    Please mark this as the best answer if this solves your question.

     

    Thanks,

    Milos

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Changing existing field from picklist to multi picklist then I have seen in the reference that existing field used in reports.  How to do this modification in reports

 

#Trailhead Challenges  #Salesforce Developer  #Reports & Dashboards  #Custom Fields

6 answers
  1. Feb 27, 2024, 1:05 PM

    @A Beginner

     

    • Go to the field in Salesforce.
    • Click "Where is this used?" to see all the places  where this field is referenced.
    • Use the "Where is this used?" button next to the field in Salesforce 
    • Before changing the field's data type, update or remove these references.
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