How to Create an Auto-Number Field in Salesforce Lightning (Step-by-Step)

Create Auto Number Field Type in Salesforce

If you want Salesforce to automatically generate a unique number or ID for records, such as CASE-0001, OPP-00023, or REQ-000100, you can use an Auto Number field. An Auto Number field is one of the most useful field types in Salesforce because Salesforce automatically creates a unique value for every new record. You don’t need … Read more >>>

How to Create Lookup Relationship in Salesforce

Lookup Relationship in Salesforce

I worked as a Salesforce Administrator for an organization that was hiring employees across various departments. As part of creating profiles for these new employees, we needed a way to assign them to their respective departments easily. To do this, we wanted a field that would allow users to search for and select the appropriate … Read more >>>

How to Set up Field Dependency in Salesforce

Field Dependency Matrix in Salesforce

I created a custom object in Salesforce to create new employee records. In that form, the employee needs to select the country and state of their native place. However, the requirement was that I needed to modify the country and state fields so that when an employee selects a country, only the related state should … Read more >>>

Master-Detail Relationship in Salesforce

Master detail relationships examples in Salesforce Classic

I worked for an organization that uses Salesforce CRM to manage the employee management application. Recently, HR asked me to update the application to include an employee field for reimbursement applications. When the employee clicks that field, it shows all employees in the list, and without filling that field, the record should not get saved. … Read more >>>

Roll-Up Summary Field in Salesforce

Salesforce classic create a rollup summary field

While working as a Salesforce Administrator, I was assigned the task of calculating the sum of the amount fields from all related child records and displaying that total sum on the parent record. We can use a formula to calculate it, but the rollup summary field makes it very easy. In this Salesforce tutorial, we … Read more >>>