Salesforce Case Insensitivity For text Field Type

In this Salesforce tutorial, we will learn how to enable the case insensitivity checkbox for text field type in Salesforce. Case insensitivity is useful when we want to make sure that the text searches by the users are not affected by the differences in letters.

Let us take an example to clearly understand the scenario related to case insensitivity, suppose there is a company that uses the salesforce, and the manager of the company manages the employee directory. This employee directory includes the custom text field and the field is known as the employee name that is used to store the name of the employees.

For this employee directory, we enable the case insensitive checkbox for the employee name field to better the user experience. Without enabling the case insensitive checkbox the user collides with issues when they search the employee names. If the name of the employee is Mary and the user searches mary then the employee directory shows no result.

For handling this type of situation the manager of the company decided to enable the case insensitive checkbox for the employee name.

If you want to learn the process of how to enable case insensitive Checkbox for text field type in Salesforce you have come to the right place and we learn this topic in both the editions in Salesforce Lightning and Salesforce Classic.

How to enable case insensitive Checkbox for text field type in Salesforce Lightning

Here we will learn how to enable case insensitive Checkbox for text field type in Salesforce Lightning. Let us take a real-life example to easily understand things, Suppose there is a retail company, and I am the Sales employee of the company.

The company uses Salesforce to handle its customer accounts. This customer account includes the custom text field and the field that is created under the custom account is known as the account name where we can store all the names related to the account of the customers.

There are some customers that have an account and the name of the account is John Inc and the other account is john inc. If we cannot enable the case insensitivity the employee of the company tries to search the name that is based on the account name then the salesforce treat these two name as different name. Maybe this account was created by mistake and this account is a duplicate and these two accounts are of one customer.

If you want to learn how to enable case insensitive Checkbox for text field type in Salesforce Lightning, follow these steps:

Step-1: First login into Salesforce by using the credentials, and fill the username and password. After filling the username and password our Salesforce account is open and Salesforce Lightning org is open.

For this, we can click on the gear icon that is present at the top right corner, and under this gear icon, there are two options.

The first one is Setup and the other one is service setup. Click on the Setup option, after clicking on the Setup option.

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The Setup page is open and 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 other tab is the Object Manager tab. Click on the Object Manager tab.

How to enable case insensitive Checkbox for text field type in Salesforce

Step-2: After clicking on the object manager, the Object Manager page is open. Under this object manager tab, lots of objects are present, Select one of the objects from the lots of objects and we can also choose our object by simply entering the object in the search box and here we are entering the account in the search box.

The account object is already present at the first number, if the object is not present at the top after searching the object the object comes at the top we search in the search box, and select the account object from the object manager page.

How to enable case insensitive Checkbox for text field type in Salesforce Lightning

Step-3: The account object page is open and under this page, After clicking on the contact object. We can see the details related to the object. And on the left side of the account object page, we can see the Fields and Relationships option. Click on the Fields and Relationship option.

Enable case insensitive Checkbox for text field type in Salesforce

Step-4: The account Fields and Relationships page is open, after clicking on the Field and Relationship option of the account object and under this fields and relationships page we can see that there is an account name text field type that is already created. To enable the case insensitive checkbox for this text field type, click on the email text field type field.

Enable case insensitive Checkbox for text field type in Salesforce Lightning

Step-5: The account custom field account name page is open after clicking on the account name field which has the text field type. Under this page, we can see the details related to the email field but now we want to edit this detail and enable the case insensitive checkbox for this field.

The case insensitivity wants to make sure that the text searches by the users are not affected by the differences in letters. For this first click on the edit button which is present at the middle of the page.

Salesforce enable case insensitive Checkbox for text field type

Step-6: After clicking on the edit button the edit account custom field page is open, now scroll to the bottom of the page and we can see the general options section and under this section, we see the checkboxes.

To enable the case insensitive checkbox click on the unique checkbox field which does not allow duplicate values after selecting the unique checkbox the case insensitive checkboxes are by default checked. Here we want to choose the case insensitive checkbox that treats “ABC” and “abc” as duplicate values.

After checking the checkbox click on the save button that is present at the top and bottom of the page.

Salesforce Lightning enable case insensitive Checkbox for text field type

Step-7: After clicking on the save button our account name custom text data type field which has unique and case insensitivity that is present under the general options is created successfully and we can easily edit, set field level security, view the field accessibility, where Is this used by simply clicking on the buttons that are present at the top of the page.

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After clicking on the Sales, the Sales page is open. Under this Sales page, there are lots of objects present on the nav bar and we are selecting one of the objects. Here we are selecting the account object.

After clicking on the account object, the account page is opened. Under this page, the record is saved. Here we want to create a new account, To create the new account record click on the new button that is present in the right top corner. After clicking on the new button, the new project dialogue box is open. Here we can fill the information related to the account.

How to enable the case insensitive Checkbox for text field type in Salesforce

In this way, we understand how to enable case insensitive Checkbox for text field type in Salesforce Lightning. Let’s Proceed further and learn how to enable case-insensitive Checkboxes for text field type in Salesforce Classic.

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How to enable case insensitive Checkbox for text field type in Salesforce Classic

Here we will learn how to enable case insensitive checkbox for text field type in Salesforce Classic. For example, Suppose there is a company that building a custom salesforce application that carries the user registration feature.

For the registration, the user needs to log in with their username and we want to make sure that the username is not case sensitive to improve the user experience. If the username is case sensitive when the person wants to log in the user may come across issues when trying to log in else the username is case insensitive when the person wants to log in the user cannot come across issues when trying to log in.

Step-1: Login into the Salesforce account, the Salesforce Lightning account is open but we want to enable the case insensitive for a text field in Salesforce Classic. So we want to move to Salesforce Classic. To switch to Salesforce Classic click on the profile picture, The Profile picture drop-down menu is open, under this drop-down menu, there is an option to switch to the Salesforce Classic edition. Click on the switch to the Salesforce Classic edition. Our Salesforce Classic org is open.

Here we can see that the username is present. Click on the drop-down arrow of the username. After clicking on the drop-down arrow the drop-down list is open. Under this drop-down list, we can see that the Setup option is present. Select the Setup option.

How to enable case insensitive Checkbox for text field type in Salesforce Classic

Step-2: The Setup page is open. Now scroll to the bottom of the page, On the left side we can see that there is an object option that is present under Create.

This object option is seen after clicking on the drop-down arrow of Create the drop-down list is open. Click on the objects option. If the objects option is not shown this way enter the objects in the search box the objects option comes at the top. Now we can select the object option by simply clicking on it.

Enable case insensitive Checkbox for text field type in Salesforce Classic

Step-3: The custom object page is open After clicking on the objects option that is present under the create option simply click on the drop-down arrow. Under this page, we can see that lots of objects are present, select one of the objects. Here we are selecting the Application object.

Salesforce Classic enable case insensitive Checkbox for text field type

Step-4: After clicking on the Application object, the application object page is open. Now scroll to the bottom of the page and under this page, there are custom fields and Relationships section present.

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Under this section, we can see that a username text field is already created. Click on this username field. We can also create a new custom field by simply clicking on the new button. But we select the already created username of the text data type.

How to enable the case insensitive Checkbox for text field type in Salesforce Classic

Step-5: After clicking on the username field, the application’s custom username field page is open. Here we can see that detailed information related to the application’s custom field username is shown. We want to edit this field, so click on the edit button that is present in the middle of the page.

Enable the case insensitive Checkbox for text field type in Salesforce Classic

Step-6: After editing the detail of the application custom field username, scroll down to the bottom of the page we can see that in the general options section under this section, there is a unique checkbox that does not allow duplicate values and after clicking on the unique checkbox the case insensitive checkbox is automatically checked that treat ‘ABC’ and ‘abc’ as duplicate values.

After checking the case insensitive checkbox now click on the save button that is present at the bottom of the page.

Salesforce Classic enable the case insensitive Checkbox for text field type

Step-7: After clicking on the save button, the username custom field is enabled the case insensitive checkbox, we come back to our Application custom object page.

Now scroll to the bottom of the page There is a custom field and relationships section present under this section we can see that the username with text(20)(unique case sensitive) custom field is created successfully.

How to enable a case insensitive Checkbox for text field type in Salesforce Classic

So, with this, we have learned how to enable a case insensitive Checkbox for text field type in Salesforce Classic.

Conclusion:

Enable the case insensitivity for text field type in which we choose the object and then select the text field type custom field and then click on the field, and then edit this field under this edit field page, There is information related to the custom field and when we scroll to the bottom of the page there is general options section where we can enable the case insensitive checkbox and then click on save button.

I hope you read the complete article and get the complete idea related to how to enable a case insensitive Checkbox for text field type in Salesforce.  I have also explained all the steps of enabling a case insensitive Checkbox for text field type in Salesforce Lightning and Salesforce Classic.

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