How to Create Percentage Field Type in Salesforce?

In this Salesforce tutorial, we will learn how to create a percentage field type in Salesforce and we can use it to enter the percentage number. We can use the percentage field anywhere the user wants the calculation in percentage. Moreover, we will focus on some of the practical scenarios for implementation.

Recently, I worked in the Salesforce company that is placed in America. While working here, I got a task where I needed to calculate the percentage of all the employees who work in the company. To fulfill this requirement I use the percentage Field Type and which is present under the Field and Relationship.

So, as a solution, I discovered the percentage field that helps in entering a percentage number for example there is a number 0.12 and the system automatically convert the decimal number to a percentage number like 12%. Let’s go into more detail about how to create the percentage field type in Salesforce Lightning and Salesforce Classic.

Percentage field type in Salesforce

The percentage field type is defined as a field type that permits the users to enter the percentage number. The system automatically converts the decimal number to a percentage.

For example, There is Santa Clara’s biggest school in the USA, and in this school, lots of students want to study. To giving admitted to this school they first clear the entrance exam of the school. For clearing the entrance exam they get 80% marks. So, after giving the exam on the result day the marks in percentage should be seen inside the percentage field.

To calculate the percentage of the student marks the school examiner can choose the percentage field type which can easily convert the numbers, decimals, and so on to percentages easily like they enter 0.10. The system automatically converts the decimal to a percentage and this percentage field type is present under the Field and Relationship.

But the value loses after 15 decimal places, if we enter the value more than 15 decimal places and add a percentage sign to the number and a runtime error occurs.

Now, let’s move further and see how to create the percentage field type in Salesforce Lightning and Salesforce Classic.

How to create a percentage field type in Salesforce Lightning

Here we are creating the percentage 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 percentage as a percentage field.

In the USA there is Santa Clara’s biggest school, and in this school, lots of students want to study. To give admission to this school they first clear the entrance exam of the school. For clearing the entrance exam they get above 80% marks. So, after giving the exam the result will be declared and the result sheet will be displayed on the display board and the student marks displayed in the form of percentages.

That should easily justify whether the student can take admitted to the Santa Clara School of USA or not. This can be only done by the percentage field and this percentage field type is present under the Field and Relationship.

If you want to learn how to create the percentage 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.

How to create the percentage field type in Salesforce

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.

How to create the percentage field type in Salesforce Lightning

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.

Create the percentage field type in Salesforce

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.

Create the percentage field type in Salesforce Lightning

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 percentage data type field that is present at the bottom of the page. The percentage field allows the users to enter a percentage number, for example, 10, and automatically adds the percent sign to the number and then clicks on the next button.

Salesforce create the percentage field type

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 Student Percentage 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.

Create Percentage Field Type in Salesforce

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.

Salesforce Lightning create the percentage field type

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.

How to create percentage field type in Salesforce

Step-9: After clicking on the save button. The percentage 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 expense object that is present in the nav bar.

The percentage 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 percentage field type is created and we can enter the student percentage related to the percentage in the percentage field.

How to create percentage field type in Salesforce Lightning

In this way, we understand how to create the percentage field type in Salesforce Lightning. Let’s Proceed further and learn how to create the percentage field type in Salesforce Classic.

Read How to Create Number Field Type in Salesforce

How to create a percentage field type in Salesforce Classic

Here we are creating the percentage field type in Salesforce Classic. Here we are taking an example we are using the product object inside the product object we want to add the product quality percentage field as a percentage field.

For adding the product quality percentage field we get the knowledge about the product and how much the good quality of the product we use.

If you want to learn how to create the percentage 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.

How to create the percentage field type in Salesforce Classic

2: After clicking on the setup option, the setup page is open. Enter the lead in the Quick Find Box. The product object comes at the top, click on the product drop-down menu. The drop-down list is open, under this drop-down list there is a field option. Click on the field option.

Create the percentage field type in Salesforce Classic

3: After clicking on the fields option, the product custom field page is open. Scroll to the bottom of the page there is a product custom field and a relationship section. For creating the new field click on the new button.

Salesforce Classic create the percentage field type

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 percentage data type field that is present at the bottom of the page. Click on the next button.

How to create percentage field type in Salesforce Classic

5: After clicking on the next button, the Product new custom field page is open. Now enter the details, first fill the field label as Product Quality Percentage 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.

Create percentage field type in Salesforce Classic

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.

Salesforce classic create percentage field type

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.

How to create a percentage field type in Salesforce Classic

Conclusion

We can create the percentage field on any type of object because the percentage is useful for calculating the percentage of students, employees, etc. The percentage field type is defined as a field type that permits the users to enter the percentage number. The system automatically converts the decimal number to a percentage.

I hope you got an idea of how to create a percentage field in Salesforce also, I have explained step by step how to create the percentage field type in Salesforce Lightning and in Salesforce Classic.

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