The salesforce percentage field is used to enter the percentage number. We can use the percentage field anywhere the user wants the calculation in percentage.
Recently, I worked in a Salesforce company in America. They were assigned the task of calculating the percentage of all the employees who work in the company. To fulfill this requirement, I used the percentage Field Type, which is present under the Field and Relationship.
Let’s discuss in more detail how to create the percentage field type in Salesforce Lightning and Salesforce Classic.
Percentage field type in Salesforce
The percentage field type permits users to enter a percentage number. The system automatically converts the decimal number to a percentage.
For example, Santa Clara’s biggest school in the USA is where lots of students want to study. To be admitted to this school, they first clear the entrance exam. They get 90% marks for clearing the entrance exam.
To calculate the percentage of the student marks, the school examiner can choose the percentage field type, which easily converts numbers, decimals, and so on to percentages, such as entering 0.10.
However, the value loses its decimal value after 15 decimal places. If we enter the value more than 15 decimal places and add a percentage sign to the number, 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 are the following steps:
1. Login into Salesforce Account –> Go to gear icon –> Click on the Setup option –> Select the Object Manager tab.
2. Enter the USA Student object in the search box and select the USA Student object that is the custom object.
3. Here, we click on the Fields and Relationships option that is present under the details section.
4. Here, we want to create a new field. So, for this, click on the new button.
5. Here, we are selecting the percentage data type checkbox. The percentage field allows the users to enter a percentage number, for example, 10, and automatically adds the percent sign to the number. Click on the Next button.
6. 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. Then, click on the field name. Click on the next button.
7. Now establish field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. Click on the Next button.
8. 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. Click on the save button.
9. 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. The USA Student record page is open.
There is a details section, and under this section, we can see that the percentage field type is created. We can enter the student percentage related to the percentage in the percentage field.
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.
Consider a scenario: We are using the product object inside the product object, and 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.
Here are the following steps:
1. Go to the Profile Picture –> Click on the Switch to Salesforce Classic option –> Select the Setup option.
2. Enter the Products in the Quick Find Box. Click on the product drop-down menu. The drop-down list is open; under this drop-down list, there is a Fields option. Click on the fields option.
3. The Product custom object page is open. Scroll to the bottom of the page. There is a section titled Product Custom Fields and Relationships. To create a new field, click on the New button.
4. Here, we are selecting the Percentage field checkbox. Click on the next button.
5. Now enter the details; first, fill in the Field Label as Product Quality Percentage and then fill in the Length as 18. After that, fill the Decimal as 0 and then fill the field name. Click on the next button.
6. Now establish the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. Click on the next button.
7. 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. Click on the Save button.
Conclusion
I hope you got an idea of how to create a percentage field in Salesforce. I have also explained step by step how to create the percentage field type in Salesforce Lightning and Salesforce Classic.
You may also like:
- Create a Phone Field Type in Salesforce
- How to Set the Length and Decimal place for Percentage field in Salesforce
- Create Text Field Type in Salesforce
- Create Text Area Field Type in Salesforce
- How to Create Number Field Type in Salesforce
- Create Geolocation Field Type in Salesforce
Vaishali is working as a Salesforce consultant and handling multiple Salesforce projects. She is highly skilled in Salesforce customization, integration, automation, and data analytics. She has successfully delivered numerous Salesforce projects on Contact Management System, Donation Tracking System for Nonprofits, E-commerce Platform Integration, etc. Read more | LinkedIn Profile
