Salesforce Case Sensitivity For Text Field Type

In this Salesforce tutorial, we will learn how to enable the case sensitive checkbox for text field type in Salesforce. The case sensitivity requires an exact match in terms of letters, alphabets, etc. Let’s take an example to clearly understand the case sensitivity for the text field type in Salesforce.

Suppose there is a company that uses Salesforce as a CRM ( Custom Relationship Management) platform for an organization and the company implements a login system that is integrated with Salesforce for their employees.

This login system is used when the user wants to log into Salesforce. So they need to enter their username and password to log in. Part of this login system includes storing and validating the user password.

In this Salesforce the text fields are already case sensitive. This case sensitivity means that if we store a password like ‘SalesforcePassword’ in a text field will treat this password as distinct from ‘salesforce password’.

They will treat both passwords differently, if the salesforce system does not handle this case sensitivity then it creates login issues for the users who accidentally enter the password for the wrong letters.

If you want to learn the process of how to enable case sensitive 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 sensitive Checkbox for text field type in Salesforce Lightning

Here we will learn how to enable case sensitive Checkbox for text field type in Salesforce Lightning. For example, suppose there is a company that can handle their customer data using Salesforce, involving contact information. Salesforce gives the company a Standard email text field to store the email addresses of every contact.

This text field is case sensitive like maria.deo@gmail.com and Maria.Deo@gmail.com are two emails and these emails are considered as two distinct email addresses due to the case sensitivity.

If our team enters the contact information and the information that the team enters has little variations in the letters, we might have lots of contact records for the same person because of the case sensitivity.

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

Step-1: For enabling the case-sensitive checkbox for text field type we use the developer account. To log into the account enter the username and password after entering the credential we directly logged in to the Salesforce Lightning account.

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.

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.

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 contact in the search box.

The Contact comes at the top we search in the search box, and select the contact object from the object manager page.

Step-3: After clicking on the contact object, the contact object page is open and under this page, we can see the details related to the object.

And on the left side of the contact object page, we can see the Fields and Relationships option. Click on the Fields and Relationship option.

Step-4: After clicking on the Field and Relationship option of the contact object, the contact Fields and Relationships page is open and under this fields and relationships page we can see that there is an Email text field type that is already created.

For enabling the case sensitive checkbox for this text field type, click on the email text field type field.

Step-5: After clicking on the email field which has text field type, the contact custom field email page is open.

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 sensitive checkbox for this field.

The case sensitivity requires an exact match in terms of letters, alphabets, etc. For this first click on the edit button which is present at the middle of the page.

Step-6: After clicking on the edit button the edit Contact 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 sensitive checkbox click on the unique checkbox field which does not allow duplicate values and then select the checkboxes which you want to choose. Here we want to choose the case sensitive checkbox that treats “ABC” and “abc” as different values.

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

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

Step-8: 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 contact object.

After clicking on the contact object, the contact page is opened. Under this page, the record is saved. Here we want to create a new contact, To create the new contact 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 contact.

First, fill the Name that is Mrs. Maria Deo, and then fill the mobile number and fill the title, and after enter the email address Maraia.deo@gmail.com and then click on save.

Again click on the new button and fill the same information like fill the same name again as Maria Deo and then again fill the same mobile number and title but now that time change the email to maria.deo@gmail.com.

As this is case sensitive it treats “Maria” and “maria” as different values. So that record is saved as a new record it does not show the record as duplicate and then click on save button.

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

Read Salesforce Case Insensitivity For text Field Type

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

Here we will learn how to enable the case-sensitive checkbox for text field type in Salesforce Classic. Let us take an example to easily understand the topic, There is a company that handles the customer portal with the help of Salesforce. The company provides the account to the customers and the customer has a unique username and password to log in and access the account.

The Salesforce treated the username as password as case sensitive like there is a username as NickJonass and nick jonass This would be considered as a similar username but as the case sensitivity, it allows the user to log in anyway of capitalization. This case sensitivity makes the easier for the user to remember their logins.

Like the username, the password is also case sensitive in Salesforce there is a password as NickJonass@1245 and nick jonass@1245 This would be considered as a similar password but as the case sensitivity, it allows the user to log in with any way of capitalization. This case sensitivity added layers of security to make sure that the usernames entered by the users are case sensitive and the password is still secure.

If you want to learn how to change the enable case sensitive Checkbox for text field type in Salesforce Classic, follow these steps:

Step-1: When we log in to your Salesforce account, the Salesforce Lightning org is open. But we want to work on the Salesforce Classic account for switching from Salesforce Lightning to Classic.

Click on the profile picture that is shown in the right top corner. The Profile picture drop-down menu is open, under this drop-down menu, there is an option to switch to the Salesforce Classic version. Click on the switch to the Salesforce Classic version. 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.

Step-2: After clicking on the Setup option, 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.

Step-3: The objects page is open. Under this page, we can see that lots of objects are present, select one of the objects. Here we are selecting the Customer Portal object.

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

Under this section, we can see that a username text field is already created. Click on this username field.

Step-5: After clicking on the username text field type, the customer portal custom field page is open. 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-sensitive checkbox for this field.

The case sensitivity requires an exact match in terms of letters, alphabets, etc. For this first click on the edit button which is present at the middle of the page.

After clicking on the edit button the edit Customer portal 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-sensitive checkbox click on the unique checkbox field which does not allow duplicate values and then select the checkboxes which you want to choose. Here we want to choose the case-sensitive checkbox that treats “ABC” and “abc” as different values. After checking the checkbox click on the save button.

Step-6: After clicking on the save button, we come back to our customer portal 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.

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

Conclusion:

In this tutorial, we learn to enable the case sensitivity 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 sensitive 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-sensitive Checkbox for text field type in Salesforce.  I have also explained all the steps of enabling a case-sensitive Checkbox for text field type in Salesforce Lightning and Salesforce Classic.

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