Salesforce Add Checkbox that Automatically Checked If Record was Created Today

In this Salesforce tutorial, we will learn how to add the checkbox that automatically checks if the record was created today in Salesforce.

Let’s take an example to understand the scenario clearly, Suppose I am working in a company that uses Salesforce and I am working as a team lead in this company and give a task to my team who manage the customer record and make sure that the accurate information is entered into the system.

The record that is mentioned in the system is entered today the checkbox is present inside the record and it is automatically checked. This whole scenario is done by the formula field and this formula field is present under the field and relationship page.

If you want to learn the process of how to add the checkbox that automatically checks if the record was created today you have come to the right place and we learned this topic in both the editions in Salesforce Lightning and Salesforce Classic.

How to add the checkbox that automatically checks if the record was created today in Salesforce Lightning

Here we will how to add the checkbox that automatically checks if the record was created today in Salesforce Lightning. Let’s take an example to easily understand this, Let’s suppose there is a company that uses Salesforce, and the Manager of the company gives a task to the team to manage the lead.

Now The team wants to keep track of leads that were created on the current date by automatically checking the checkbox that is created with the help of the formula field and the checkbox field called Created Date.

If you want to learn how to add the checkbox that automatically checks if the record was created today in Salesforce Lightning, follow these steps:

Step-1: First log into the Salesforce account by simply entering the username and password, we are logged in to the Salesforce Lightning. Under this lightning account, there is a Sales App that is directly open when we log into the account.

But we want to work on the Setup page, to move to the Setup page. For this click on the gear icon, this gear icon is present at the top right corner. When we click on the gear icon the drop-down list opens, under this drop-down list there are two options.

The first one is Setup and another one is Service Setup. Here we click on the Setup option.

Step-2: The Setup page is open, After clicking on the Setup option. Under this Setup page, we can see that the two tabs are present on the nav bar. The First tab is a Home tab and the Second tab is the Object Manager tab. Click on the object manager tab.

Step-3: After clicking on the object manager tab, the Object Manager page is open. Under this object manager page, lots of objects are present, and we want to select one of the objects.

We can also choose the object by simply entering the object name in the search box that is present at the right top corner. And we are entering the lead object in the search box. After searching the object the lead object comes at the top of the object manager page. Click on the lead object.

Step-4: The Lead page is open, After clicking on the Lead object. Here we can see the details related to the Lead. And under this Lead object on the left-hand side of the page, there is a separate section of details.

Under these details, there is a field and relationships option. We are selecting this field and relationship option for creating the fields and creating the relationship between the fields and the object.

Step-5: The field and relationship page is open, After clicking on the Field and Relationships page. Here we can see that the opportunity field and relationship page are open. Under this field and relationship page, there are lots of fields present, but we want to create a new field.

So, for creating the new custom field. Click on the new button that is present in the middle of the field and relationship page.

Step-6: The Leads new custom field page is open, After clicking on the new button, the Lead new custom field page is open. Now we are choosing the field type. Now we are choosing the field type.

And specifying the type of information that the custom field will contain. Here we are choosing the formula data type that can read-only field that derives its value from a formula expression you define. The formula field is updated when any of the source fields change. Click on the next button.

Step-7: After selecting the Formula field type. Now choose the output type. First, fill the Field Label and here we are filling the field label as Created Today and then fill the field name. Here the Field Name is simply filled by clicking on the field. After entering the label and name of the field.

Now click on the checkbox auto add to custom report type this checkbox can add the field to the existing type that contains this entity.

Step-8: After filling the Choose Output Type section. Now select the formula return type and here we select the formula return type and here we are selecting the checkbox formula return type. This checkbox formula return type is used to calculate the boolean value and after that click on the next button. After that click on the next button.

Step-9: After choosing the output type and the formula return type, enter the formula. Here we are choosing the advanced formula and then enter the formula in the Formula Created Today( Checkbox) field. Firstly choose the functions here we are choosing the DATEVALUE function under this function we are inserting the field as CreatedDate which is equal to the Today() Function.

After entering the formula click on the check syntax to check the error this check syntax button is present below the formula field section and click on the next button that is present at the top and bottom of the page.

Step-10: After entering the formula and checking the syntax of the formula. Now established the field-level security. 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 it to the field-level security. After that click on the visible checkbox of the field level security for the profile and then click on the next button that is present at the top and the bottom of the page We can click on the next button at the top and the bottom also.

Step-11: Here we can add the page layout after establishing the field-level security. Select the page layouts that should involve this field.

The field will be added as the last field in the field two-column section of these page layouts. This field will not appear on any pages if you do not select a layout.

To change the location of this field on the page, we will need to customize the page layout. Click on the save button.

Step-12: After saving the checkbox formula of the Lead Custom field, go to the app launcher. Enter the sales in the search box, Click on the Sales option.

The Sales page is open, under this sales page lots of objects are present on the nav bar. Select one of the objects, here we are selecting the Lead object.

We want to create a new record related to the Lead, so click on the new button. The Lead information dialogue box is open. Fill the complete information related to the Lead.

Here we are filling the Salutation as Ms. and after that fill the first name as Diana and then fill the Last Name as Willms after that fill the company Techgear and then click on the save button.

Step-13: After saving the information related to the lead, the Lead Ms. Diana Willms page is open under this page there is a detail section. Click on the Details, and the detail related to Ms. Diana Willms is seen. Now scroll to the bottom of the page and here we can see that the checkbox of Created Today checkbox is checked because this record is created today. If this record is not created by today then this checkbox is unchecked.

In this way, we understand how to add the checkbox that automatically checks if the record was created today in Salesforce Lightning. Let’s Proceed and learn how to add the checkbox that automatically checks if the record was created today in Salesforce Classic.

Read Salesforce Checkbox to Picklist

How to add the checkbox that automatically checks if the record was created today in Salesforce Classic

Here we will learn how to add the checkbox that automatically checks if the record was created today in Salesforce Classic.

For example, Suppose I am working in a company that uses Salesforce and I am the Salesforce administrator of the company and I am managing the customer Support cases.

As the Salesforce administrator of the company we want to trace whether the new case that was created by the team was created on the same day, it was entered into the system.

For this, we want to add a checkbox field that is Created Today to the Case object, which will be automatically checked if the case is created on the current day.

Now, we discuss the steps related to How to add the checkbox that automatically checks if the record was created today in Salesforce Classic. If you learn how to create it follow the complete steps.

Step-1: Login into the Salesforce account, the Salesforce Lightning account is open but we want to perform tasks on Salesforce Classic, before moving to Salesforce Classic. Click on the Profile Picture, After clicking on the profile picture the drop-down list is open. Under this drop-down list there is a switch to the Salesforce Classic option click on the switch to Salesforce Classic option.

The Salesforce Classic org is open. Here we can see there is a username present at the top of the org. Click on the drop-down arrow of the username. The username drop-down list is open. Under this drop-down list, there is a Setup option. Click on the Setup option.

Step-2:

• The Setup page is open, Under this setup page, Quick Find Box is present on the left side.
• Enter the Cases object in the Quick Find box, the cases object comes at the top, and this cases object is present under the Customize app.
• Under this Cases object, there are lots of options present Select one of the options. Here we are selecting the Fields option.

Step-3: The Cases custom object page is open. Now scroll to the bottom of the page and see the cases custom field and relationships section here. We want to create a new custom field related to the case by simply clicking on the new button.

Step-4:

• The Case new custom field page is open. Now we are choosing the field type. And specifying the type of information that the custom field will contain.
• Here we are choosing the formula data type that can read-only field that derives its value from a formula expression you define.
• The formula field is updated when any of the source fields change. Click on the next button.

Step-5:

• Now choose the output type. First, fill the Field Label and here we are filling the field label as Created Today, and after that, our field name is automatically field.
• After entering the label and name of the field. Now click on the checkbox auto add to custom report type this checkbox can add the field to the existing type that contains this entity.

Step-6:

• Here we are choosing the advanced formula and then enter the formula in the Formula Created Today( Checkbox) field.
• Firstly choose the functions here we are choosing the DATEVALUE function under this function we are inserting the field as CreatedDate which is equal to the Today() Function.
• After entering the formula click on the check syntax to check the error this check syntax button is present below the formula field section and click on the next button that is present at the top and bottom of the page.

Step-7:

• Now established the field-level security. 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 it to the field-level security.
• After that click on the visible checkbox of the field level security for the profile and then click on the next button that is present at the top and the bottom of the page. We can click on the next button at the top and the bottom.

Step-8: Here we can add the page layout after establishing the field-level security. Select the page layouts that should involve this field. The field will be added as the last field in the field two-column section of these page layouts.

This field will not appear on any pages if you do not select a layout. To change the location of this field on the page, we will need to customize the page layout. Click on the save button.

Step-9: Again we open the Setup page. Here we can see on the nav bar lots of objects are present. Here we are selecting the Case object. After selecting the Case object. The case edit new case page is open, under this page the detail related to the case object.

First, fill the Contact Name and here we are filling the contact name as Maria Reinger after that fill the account name and here we are filling the account name as Lind, Sciller, and Haag Fabric Mander.

After filling all the information click on the Save button that is present at the top of the Case to edit a new case.

Step-10: After clicking on the save button, the Case record is created successfully. Click on the details of the case record.

Under this record, we can see that the Created Today checkbox is checked because the record is created today only. If this record is not created by today then this checkbox is unchecked.

So with this, we learned how to add the checkbox that automatically checks if the record was created today in Salesforce in Salesforce Classic.

Conclusion:

To add the checkbox that automatically checks if the record was created today in Salesforce in Salesforce we can use the formula field to add the formula on the checkbox If the field is created today the checkbox is checked else the checkbox is not checked.

I hope you got an idea of how to add the checkbox that automatically checks if the record was created today in Salesforce also, I have explained step by step how to create the text area long field type in Salesforce Lightning and in Salesforce Classic.

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