To learn about Salesforce, you should know about the Salesforce data types.
You all are familiar with the word “Data Type” in programming and database, which classifies which type of value a field can hold or what type of data an object attribute can store.
Similarly, a well-known platform for customer relationship management (CRM), Salesforce, have various data type that helps to store and manage the different information effectively.
Data types in Salesforce are essential in defining the type of information kept on the platform. Salesforce administrators and developers can utilize these multiple data types while creating custom objects, fields, and relationships within the platform.
If you want to learn Salesforce Data Type, start from here:
Our tutorials are designed to help you learn the various Salesforce data types with real-world business-related examples. Moreover, our tutorial shows the practical implementation of using these Salesforce data types in both Salesforce Lightning and Salesforce Classic components.
With the help of our tutorial, beginners can easily create a Salesforce application and define the object using the Salesforce data type. This tutorial will guide you through each data type in Salesforce, including text, number, date & time, etc.
Additionally, you’ll discover how various Salesforce data types assist developers in building and modifying the data model to fit specific business needs.
So whether you are a developer or an administrator, our Salesforce tutorials can help you get familiar with the robust Salesforce data types.
Here you will find a detailed tutorial on 20+ Salesforce Data Types. In addition, various topics regarding each of the basic data types. Each Salesforce data type and additional topics are covered in detail with examples and videos.
The Salesforce Auto Number data type can be used for a special field that automatically generates a system-generated sequence number that uses a display format you define. The number is automatically incremented for each new record.
The Salesforce Formula data type is best suited for the situation where you need to perform calculations based on other fields, constants, or functions and they automatically update when the value of the source fields changes. It is a read-only field that derives its value from a formula expression.
The Salesforce Roll-Up Summary data type can be best suited in situations where you need to display the sum, minimum, and maximum value of a field in a related list, or the record count of all records listed in a related list. It can be used to perform calculations on related records and display the result on the master record.
The Salesforce Lookup Relationship data type can be best suited in situations where you want to create a link between two objects and allow one object to reference another. It allows users to click on the lookup icon to select a value from a popup list sourced from the related object.
The Salesforce External Lookup Relationship data type can be best suited to the situation where you want to integrate and access data from external systems. It creates a relationship between an object in your Salesforce org and an external object whose data is stored outside the Salesforce organization.
The Salesforce Checkbox data type can be best used in situations where you need to choose yes/no or true/false responses. It allows the users to check or unchecked values where checked is True and unchecked is False.
The Salesforce Currency data type can be used in scenarios where you specifically want to store and display currency values. It allows users to enter a dollar or other currency amount and automatically format the field as a current amount.
The Salesforce Date/Time data type can be used to enter a date and time or pick a date from a popup calendar. When users click on a date in the pop-up that date and the current time are entered into the field.
The Salesforce Email data type can be used where you want to enter an email address with proper format validation. It automatically validates that the entered text is in a valid email format. If this field is specified for a contact or lead, users can choose the address when clicking Send an Email. Note that custom email addresses cannot be used for mass emails.
The Salesforce Geolocation data type can be best suited in situations where you need to store geographical coordinates and work with location-based data. It can allow you to define locations with latitude and longitude components, and to enable distance calculations.
The Salesforce Percent data type can be best suited in situations where you store percentage numbers and automatically format the input with a percent sign.
The Salesforce Picklist data type can be used where you want to select the value from a predefined list. It provides a dropdown list of values that you can use to choose values from when entering or editing data.
The Salesforce Picklist (Multi-Select) data type can be used where you want to select multiple values from a predefined list. It allows you to choose multiple values from the list of predefined dropdown options list.
The Salesforce Text data type can be best suited in situations when you want to enter any combination of letters and numbers without any specific formatting rules. It can be used in scenarios like entering product codes, descriptions, and other alphanumeric data.
The Salesforce Text Area data type can be best suited when you want to add a large amount of text with a maximum length of 255 characters. It can be used when you want to store multi-line text. It can be used in the scenario like comments.
The Salesforce Text Area (Long) data type can be used when you want to enter up to 131072 characters on separate lines. It can be best suited when you want to add notes.
The Salesforce Text Area (Rich) data type can be best suited in situations when you want to enter a large amount of text with rich formatting options such as images, line breaks, hyperlinks, italic text, bold, etc. It can be used to store larger amounts of text up to 131072 characters.
The Salesforce Text (Encrypted) data type can be best suited in situations when you want to store sensitive information and you want the text entered to get automatically encrypted and enhance security. It can be used when you want to enter a combination of letters and numbers and store them in encrypted form.
The Salesforce Time data type can be best suited for situations where you want to keep track of the specific time of the day. It allows the user to enter the local time in various formats like “2:40 PM”, “14:40”, “14:40:00”, and “14:40:50.600”.
The Salesforce URL data type can be best suited in scenarios where you want users to click on the field, the URL will open in a separate browser window. It can be used to enter any valid website address.
You will learn a step-by-step guide on resetting or restarting Auto Number sequences in Salesforce Lightning and Salesforce Classic. It will be best suited when you want to organize the data effectively.
You will learn the complete procedure of changing the auto number field format for existing records in both Salesforce Lightning and Salesforce Classic. It will allow you to control the appearance of the auto number field by including substitution variables, prefixes, and suffixes.
You will learn a step-by-step guide on the practical implementation of applying auto-numbering on your existing records in both Salesforce Lightning and Classic interface. It allows you to make the data consistent and organized.
You will get step by step guide on what to do when the auto number field exceeds the Specific digits in Salesforce Lightning and Salesforce Classic to uniquely maintain your data.
You will explore the steps to modify the standard auto number field in Salesforce Lightning and Salesforce Classic. It is best suited in situations when the auto numbers exceed the limit and you decide to modify it.
You will learn how to create a formula field that will return the result in checkbox data type in Salesforce Lightning and Salesforce Classic. It can be best suited in scenarios when your result will be based on true/false or yes/no values.
You will learn how to create a formula field that will return the result in text data type in Salesforce Lightning and Salesforce Classic. It can be best suited in scenarios when your result will be a text string.
You will learn step-by-step how to change the values displayed in the lookup field in Salesforce Lightning and Salesforce Classic. It will be helpful when you want to enhance the data visualization and update the lookup values as necessary for a better user experience.
You will learn step-by-step how to change the text field to the lookup field in Salesforce Lightning and Salesforce Classic. It will be used in the scenario where you want to control the manual entry of the text.
You will learn step-by-step how to use the lookup field with filter in both Salesforce Lightning and Salesforce Classic. It can be used when you want to customize the data retrieval based on specific user criteria.
Salesforce Data Type – External Lookup Relationship
You will learn to create checkbox validation rules in Salesforce Lightning and Salesforce Classic. It allows you to set the specific criteria for user data entry in required fields to enhance data accuracy.
You will explore step-by-step how to create a checkbox group in both Salesforce Lightning and Salesforce Classic. It will allow users to group together multiple checkboxes and select one or more options.
You will explore setting checkbox default values in Salesforce Lightning and Salesforce Classic. It is useful when the user wants to set the predefined state of the checkbox value.
You will explore step-by-step how to mass-edit the records within a checkbox in Salesforce Lightning and Salesforce Classic. It can be best suited in the scenario where you want to edit multiple checkboxes at one go with the same value.
You will explore step-by-step how to inline edit the checkbox in Salesforce Lightning and Salesforce Classic. It can be best suited in the scenario where you want to modify the field value directly from the list view without navigating to the edit page of the record.
You will explore a real-life scenario where you will need to add the checkbox that automatically checks if the record was created today in Salesforce Lightning and Salesforce Classic.
You will cover the step-by-step procedure of converting the checkbox to the picklist field type. It is best suited in situations where you want a list of multiple options instead of true/false values or yes/no values.
You will the step-by-step guide to adding a default contact number in the phone number field in both Salesforce Lightning and Salesforce Classic. It can be suited to cases where you want to add the same number for every record.
You will explore step-by-step how to add validation rules for the phone field in Salesforce Lightning and Salesforce Classic. It can be best suited in the scenario where you want to ensure data consistency and accuracy.
You will learn the procedure of how to add values to the opportunity stage picklist field in both Salesforce Lightning and Salesforce Classic. It can be useful in cases when you want to add new values to the existing value.
You will get the guide for deleting and deactivating the opportunity stage picklist value in Salesforce Lightning and Salesforce Classic. Deactivating the picklist value can be useful when you don’t need the value anymore for a limited period of time, whereas deleting the picklist value can be useful when you want to permanently delete the values.
You will learn the procedure of how to add picklist values in both Salesforce Lightning and Salesforce Classic with real business scenarios. It can be useful in cases when you want to add new values to the existing value of the picklist data type.
You will explore the step-by-step guide on setting default values in the Salesforce Lightning and Salesforce Classic picklist fields. It can be best suited to the scenario where you want to pre-define the one value in the picklist field list.
You will explore how to rearrange the picklist values in Salesforce Lightning and Salesforce Classic. It can be best suited to the scenario where you want to reorder the picklist values as per the priority of the value that you require most.
You will learn the step-by-step procedure of how to sort picklist values into alphabetical order in Salesforce Lightning and Salesforce Classic. It can be used in scenarios where you want the picklist values in alphabetical order, for example, name of states.
You will learn the process of replacing the picklist value in both Salesforce Lightning and Salesforce Classic. It can be best suited in scenarios where you want to change the old value with another value as one of the values is no longer needful.
You will explore a step-by-step guide for renaming the picklist value in Salesforce Lightning and Salesforce Classic. It can be best suited to the situation where you want to change the name of the picklist field value to its new name.
You will go through the steps of how to deactivate the picklist value in Salesforce Lightning and Salesforce Classic. It can be most useful in a scenario when you don’t need picklist value for a limited period of time.
You will explore how to delete picklist values in Salesforce Lightning and Salesforce Classic. It can be most useful in a situation where you don’t want to need the value anymore.
You will get step-by-step how to activate the deactivated picklist value in Salesforce Lightning and Salesforce Classic. It can be useful when you want to activate the temporarily deactivated
You can explore how to use the global value set in the picklist multi-select in Salesforce Lightning and Salesforce Classic. It can be useful in the scenario where the multi-select picklist values are globally used and to save the time of typing again and you directly pick it from the global value set.
You will explore step-by-step how to promote existing multi-select picklist field values as global value sets in both Salesforce Lightning and Salesforce Classic. It can be used when you want to create the global value set from the multi-select picklist values,
You will explore how to delete multi-select picklist values in Salesforce Lightning and Salesforce Classic. It can be most useful in a situation where you don’t want to need the value anymore.
You will learn the step-by-step procedure of how to sort multi-select picklist values into alphabetical order in Salesforce Lightning and Salesforce Classic. It can be used in scenarios where you want the multi-select picklist values in alphabetical order, for example, skills.
You will get a step-by-step guide on reactivating deactivated picklist values in Salesforce Lightning and Salesforce Classic. It can be useful when you want to reactivate temporarily deactivated values.
You will go through the steps for deactivating multi-select picklist values in both Salesforce Lightning and Salesforce Classic. It can be most useful in a scenario when you don’t need the specific multi-select picklist value for a limited period of time.
You will explore how to rearrange the multi-select picklist values in Salesforce Lightning and Salesforce Classic. It can be best suited to the scenario where you want to reorder the muti-select picklist values as per the priority of the value that you require most.
You will explore the step-by-step guide on setting default values in the Salesforce Lightning and Salesforce Classic multi-select picklist fields. It can be best suited to the scenario where you want to pre-define the one value in the multi-select picklist field list.
You will discover a step-by-step process for enabling the case-sensitive checkbox for text field types. It can be useful when you want to ensure an exact match in terms of letters and alphabets as specified to enhance the data accuracy.
You will explore how to enable case insensitivity for text field type in both Salesforce Lightning and Salesforce Classic. It can be used in situations where you want to make sure that user text searches remain unaffected by variations in letter cases and make the text search user-friendly.
You will learn the process of changing the text field length in Salesforce Lightning and Salesforce Classic. It can be best suited in situations where you decide to increase or decrease the data input size or you want to provide flexibility to the user to manage their information.
You will learn the process of creating a unique text field type in both Salesforce Lightning and Salesforce Classic. It can be best suited in the scenario where you want to prevent the duplication of values and enhance data integrity.
You will be guided step-by-step on how to convert text to number field type in Salesforce Lightning and Salesforce Classic. It can be used in situations where you are interested in converting the characters, symbols, and letters to a number field and restricting the value to numerical inputs.
You will get a step-by-step process for setting a default value for a text field. It can be used in the scenario where you want to set the default value property and add the feature of the automatic population of the text field.
You will be guided step-by-step on how to make the text field required in both Salesforce Lightning and Salesforce Classic. It can best be suited in situations where you need to make the text field necessary.
You will be guided step-by-step on how to make the text area field required in both Salesforce Lightning and Salesforce Classic. It can best be suited in situations where you need to make the text area field necessary to fill up.
You will learn step-by-step how to set a default value for the text area field in both Salesforce Lightning and Salesforce Classic. It allows you to allows you to automate content data entry.
You will learn step-by-step how to set length limit for text area long field in both Salesforce Lightning and Salesforce Classic. It allows you to limit the maximum number of characters that can be entered in the text area, helping maintain data integrity and consistency.
You will explore how to set visible lines for text area long field in both Salesforce Lightning and Salesforce Classic with examples. It allows you to limit the initial view of the field for users and enhance data entry for longer descriptions or notes.
You will be guided through the complete process of how to set a default value for the text area long field in Salesforce Lightning and Salesforce Classic. It allows you to allows you to maintain data consistency and automate content data entry.
You will explore step-by-step how to create an image field in both Salesforce Lightning and Salesforce Classic. It can be created with the help of a rich text field in Salesforce.
You will learn step-by-step how to set length limits for text-rich fields in both Salesforce Lightning and Salesforce Classic. It allows users to enter text with formatting.
You will learn step-by-step how to make text-encrypted fields required in Salesforce Lightning and Salesforce Classic. It can be suited in situations where you want to make sure that the record stored is sensitive and you also want to make it mandatory.
You will explore the process of selecting a mask character for the text encrypted field. It can be best suitable where you want to hide sensitive data while showing a particular number of characters.
You will cover the process of selecting the mask type for the text encrypted field in both Salesforce Lightning and Classic to enhance security. It can be used to select the format used to display encrypted data.
You will learn how to set the length limit for text-encrypted fields in Salesforce Lightning and Salesforce Classic. It allows you to store sensitive data while maintaining security.
You will get a step-by-step process for setting a default value for a time field field. It can be used in the scenario where you want to set the default value property and add the feature of the automatic population of the time field.
You will learn step-by-step how to make text-encrypted fields required in Salesforce Lightning and Salesforce Classic. It can be suited in situations where you want to make sure that the record stored is sensitive and you also want to make it mandatory.
You will the step-by-step guide to adding a default hyperlink in the URL field in both Salesforce Lightning and Salesforce Classic. It can be suited to cases where you want to add the same URL for every record
You will be guided through the process of making the URL field required in both Salesforce Lightning and Salesforce Classic. It can best be suited in situations where you need to make the URL field necessary to fill up.
For detailed information on each Salesforce data type and how they act and are used in your business world, click on the Salesforce Data Type Name.
Conclusion
I hope now you have an idea of Salesforce data types. Next, you can check about Salesforce Functions and Formulas.
