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Salesforce CRM

What Is A Salesforce LookUp Field?

By Salesforce CRM One Comment

A Salesforce lookup field is one of the many different kinds of field types available to you.  When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values.  They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few.  LookUp fields can also use filters to drill down on specific data to display in the picklist or they can be based on the value of another field, or a combination of both. Read More

Setting Default Values in a Salesforce Picklist Field

By Salesforce CRM No Comments

A Salesforce picklist field is a great way of keeping data consistent.  By allowing only specific values; reports and processes run smoothly.  You can be even more consistent by setting a default value that will pre-populate the field on the screen.  For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. Read More

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