In this Salesforce tutorial, we will learn how to create a number field type in Salesforce and we can use it to enter any number. We can use the number field anywhere the user wants to type something in numbers. Moreover, we will focus on some of the practical scenarios for implementation.
Recently, I worked in the Salesforce company that is placed in the USA. While working here, I got a task where I needed to enter the joining date of all the employees who work in the company. To fulfill this requirement I use the number Field Type and which is present under the Field and Relationship.
So, as a solution, I discovered the number field that helps in entering a number for example a user can enter any number and this entering number is treated as a real number, and any leading zero is removed. Let’s go into more detail about how to create the percentage field type in Salesforce Lightning and Salesforce Classic.
Number field type in Salesforce
The number field type is defined as a field type that permits the users to enter any number. The number entered by the users is treated as a real number and any leading zero are removed.
Salesforce also uses the half-up tie-breaking rule for the number field type. We can take an example to make a little clear this half-up tie-breaking rule 12.345 is a decimal number when the tie-breaking rule is applied to it, it becomes 12.35, and in negative we take -23.456 and it becomes -23.46.
Let’s take a real example There is a school in which lots of students are studying. Some of the students are those who can pay the fee on time and some are those who can not pay the fee on time. So the school management decided to make the late fees field for that student who can submit the fee late.
This field shows how many days the student can give the late fees. According to this, the school management can apply a fine to the late fees students.
Once they pay the fine on the late fee, next time they pay the fee on time. For creating the Student fine field they use the number field type that is present under the Field and relationship of the custom and standard object.
The object can store the more decimal places that we define. If we enter 80.768 on the field that accepts 2 decimal places, the number is shown as 80.78 on the record form. The field shows the original input when we inline edit the field, 80.768.
Now, let’s move further and see how to create the number field type in Salesforce Lightning and Salesforce Classic.
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How to create a number field type in Salesforce Lightning
Here we are creating the number field type in Salesforce Lightning. Here we are taking an example we are using a USA Student object inside the USA Student object we want to add the late fees as a number field.
There is a school in the USA in which lots of students are studying. Some of the students are those who can pay the fee on time and some are those who can not pay the fee on time. So the school management decided to make the late fees field for that student who can submit the fee late.
If you want to learn how to create the number field type in salesforce lightning follow these steps:
Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.
After clicking on the setup option, the setup page is open. Click on the Object Manager that is present at the nav bar near the home tab.
Step-2: After clicking on the Object Manager, the Object Manager page is open. Here we can see lots of objects are present. Here we want to select the USA Student object. For selecting the USA Student object, enter the USA Student object in the search box. The USA Student object comes at the top, click on the USA Student object.
Step-3: After clicking on the event object, the expense object page is open. Under this expense object page, there is a details section in which field and relationship option is present. Click on the fields and relationship option.
Step-4: After clicking on the field and relationship option, the field and relationships page is open. For creating the field type click on the new button that is present at the top of the field and relationship page.
Step-5: After clicking on the new button, the data type page is open. There are lots of data types present on the page. Here we are selecting the number data type field that is present at the bottom of the page. The number field type is defined as a field type that permits the users to enter any number. and then clicks on the next button.
Step-6: After clicking on the next button, the USA Student new custom field page is open. Now enter the details, first fill the field label as Late fees and then fill the length as 18 after that fill the decimal as 0 and then fill the field name by simply clicking on the field, and the field name is automatically filled then fill the description if you want to fill otherwise leave the field the same.
After that click on the next button that is present at the top and the bottom of the page.
Step-7: After entering the details, now established the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.
Click on the visible checkbox and then click on the next button that is present at the top and the bottom of the established field-level security page.
Step-8: After establishing the field-level security, now add the custom field to the page layout. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.
Step-9: After clicking on the save button. The number field type is created, go to the app launcher and enter sales in the search box. Select sales, the sales page is open and then select the USA Student object that is present in the nav bar.
The number object page is open, here you can see that on the right side of the page, there is a details section and under this section, we can see that the number field type is created and we can enter the late fees related to the late fees column in the number field.
In this way, we understand how to create the number field type in Salesforce Lightning. Let’s Proceed further and learn how to create the number field type in Salesforce Classic.
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How to create a number field type in Salesforce Classic
Here we are creating the number field type in Salesforce Classic. Here we are taking an example we are using the order object inside the order object we want to add the order number field as a number field.
If you want to learn how to create the number field type in Salesforce Classic follow these steps:
1: First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.
After clicking on the switch to Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.
2: After clicking on the setup option, the setup page is open. Enter the lead in the Quick Find Box. The order object comes at the top, click on the order drop-down menu. The drop-down list is open, under this drop-down list there is a field option. Click on the field option.
3: After clicking on the fields option, the order custom field page is open. Scroll to the bottom of the page there is an order custom field and a relationship section. For creating the new field click on the new button.
4: After clicking on the new button, the data type page is open. There are lots of data types present on the page. Here we are selecting the number data type field that is present at the bottom of the page. Click on the next button.
5: After clicking on the next button, the order new custom field page is open. Now enter the details, first fill the field label as the order number and then fill the length as 18 after that fill the decimal as 0 and then fill the field name by simply clicking on the field, and the field name is automatically filled then fill the description if you want to fill otherwise leave the field the same.
After that click on the next button that is present at the top and the bottom of the page.
6: After entering the details, now established the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.
Click on the visible checkbox and then click on the next button that is present at the top and the bottom of the established field-level security page.
7: After establishing the field-level security, now add the custom field to the page layout. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.
So, with this, we have learned how to create a number field type in Salesforce Classic.
Conclusion:
A number field type is defined as a field type that permits the users to enter any number. The number entered by the users is treated as a real number and any leading zero are removed.
Salesforce also uses the half-up tie-breaking rule for the number field type. The object can store the more decimal places that we define. If we enter 80.768 on the field that accepts 2 decimal places, the number is shown as 80.78 on the record form. The field shows the original input when we inline edit the field, 80.768.
I hope you got an idea of how to create a number field in Salesforce also, I have explained step by step how to create the number field type in Salesforce Lightning and in Salesforce Classic.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.