Salesforce Checkbox Default Value

In this Salesforce tutorial, we will learn how to set the checkbox default value in Salesforce. The checkbox default value refers to a predefined state allocated to a checkbox field in Salesforce when the records are created.

The checkbox field in Salesforce presented the binary choice of True and False. This True condition represents the checked checkbox and the False condition represents the unchecked checkbox.

The default value decides whether the checkbox will be initially checked means the value will be True or unchecked means the value will be False when a new record is created. Let’s take an example to understand it clearly.

Let’s say we have a custom object called Project and we want to create a checkbox field this checkbox field name is HighPriority with a default value of checked that is True when the new record is created and this checkbox value is true or false is present under the default section.

When we create a new project record the HighPriority checkbox should be prechecked by default.

If you want to learn the process of how to set the chechbox default value you have come to the right place and we learn this topic in both the editions in Salesforce Lightning and Salesforce Classic.

How to set the checkbox default value in Salesforce Lightning

Here we will learn how to set the checkbox default value in Salesforce Lightning. Let’s take an example, for this example, we will understand this topic clearly. Imagine I am the team lead in the company Avis Budget Group which is based in the United States of America.

It is a car rental company that utilizes Salesforce for customer engagement and to improve its rental services. So as a team lead, I have tasks in which I sent a maximum of 100 cars on the rent.

If I complete the whole task in a day then the checkbox IsCompleted is present under the task object that I have created by using the checkbox data type. But the default value I set was unchecked when we created the new task so after completing the whole task the default value of the checkbox is unchecked.

If you want to learn how to  set the checkbox default value in Salesforce Lightning, follow these steps:

Step-1: We log in to our Salesforce account by simply entering the username and password. When we enter the username and password we log in to our Salesforce account. The Salesforce Lightning org is open.

Here we are setting up the checkbox default value. So for this click on the gear icon that is present at the top right corner. After clicking on the gear icon, the drop-down list is open, Under this list two options are presented.

The first one is Setup and the other one is Service Setup. Click on the Setup option. This Setup is for the current app.

Step-2: After selecting the Setup option the Setup page is open, Inside 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. So we can click on the Object Manager tab.

Step-3: The Object Manager page opens when we click on the Object Manager tab. Under this page, there are lots of objects present and we want to select the task object but the task object is not shown.

For this we enter the task object in the search box, The search box is present at the top right corner and the task object comes at the top of the page. Select the task object.

Step-4: The task object page opens, After clicking on the task object. Under this task page, the details related to the task are shown and on the left side of the task page, there is the detail section.

Under this detail section the fields and relationship option are present click on this field and relationship option.

Step-5: The Fields and Relationships page is open, after clicking on the Fields and Relationships options.

To create the new checkbox field for setting the default value related to the task object, click on the new option that is present at the top of the Field and Relationships page.

Step-6:

• The new data type page is open. Under this page, you can see that lots of data types are present. Here we can select one of the data types.
• Select one of the data types between the lots of data types, we select the checkbox data type. This checkbox data type is present below the External Lookup relationship data type.
• This checkbox datatype permits the users to select a true or false value. The true value represents the checked field and the false value represents the unchecked field.

Step-7: After selecting the checkbox field type, the New custom field page is open. Here we can enter the details related to the checkbox field. First, fill the Field Label and here we are filling the field label as IsComplete.

Below the Field label, we can see there is a default value option. We select the values checked or unchecked which are shown on the record by default.

If we choose the unchecked checkbox on creating the new record the checkbox value is shown as unchecked else click on the checked checkbox it shows checked on creating the new record by default.

After that enter the field name, on clicking on the field name the field is automatically filled by simply clicking on the field and then clicking on the next button that is present at the top and bottom of the page.

Step-8: The next step is to establish field-level security. Here we select the profile to which we want to grant edit access to this field via field-level security. The field will be hidden from all the profiles if we do not add it to field-level security.

Here we want to select all the field-level security for the profile, so we click on the visible checkbox all the checkboxes are checked, and then click on the next button.

Step-9: After establishing the field level security, The next step is to add to the page layouts. Here select the page layouts that should include their fields. The field will be added as the last field in the first two-column section of these page layouts. The field will not appear on any pages if we do not select a layout.

To change the location of this field on the page, we will need to customize the page layout. Here we are adding the task layout as a page layout and then clicking on the save button.

Step-10:

• Click on the App Launcher that is present at the top left corner, The drop-down menu is open. Enter the Sales in the search box of App Launcher. Select the Sales, the Sales page will open.
• Under this Sales page, we can see lots of objects are present on the nav bar. Select one of the objects and here we are selecting the tasks object. After selecting the tasks object, the tasks page is open. Now we create a new record, To create a new record click on the new button.
• The new task page is open, now fill the information related to the task. Fill the task name and here we are filling the task name as car rental then we can see that the Iscomplete checkbox is unchecked by default and then click on the save button.

Step-11: After saving the record if we want to check the checkbox click on the pencil icon that is present on the field. After clicking on the pencil icon we can check the Iscomple checkbox and click on the save button. That time our Iscomplete checkbox is checked.

In this way, we understand how to set the checkbox default value in Salesforce Lightning. Let’s Proceed further and learn how to set the checkbox default value in Salesforce Classic.

Mass Editing Salesforce Records with a Checkbox | Bulk Edit Checkbox in Salesforce

How to set the checkbox default value in Salesforce Classic

Here we will learn how to set the checkbox default value in Salesforce Classic. Let’s take an example, Imagine I am working as a sales employee in the TMobiles company.

When the customer orders the product it’s my duty to register the product and check the warranty related to the product.

When the order is ready to deliver it is all my duty to activate this warranty. So for this, I created a checkbox field and set up the checkbox field checked by default By this field type we don’t need to activate the warranty all the time.

When a new record is created the warranty checkbox is automatically checked and the warranty of the product is activated.

If you want to learn how to set the checkbox default value in Salesforce Classic follow these steps:

1: When we log in to the Salesforce account the Salesforce Lightning org is open. For switching to the Salesforce Classic org.

Click on the Profile picture that is present at the top right corner. After clicking on the profile picture the profile picture menu is open. Under this menu, there is an option to switch to Salesforce Classic. Click on the switch to Salesforce Classic option.

After clicking on the switch to Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.

2: The Setup page is open, After clicking on the Setup option. 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.

3: After clicking on the objects option, 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 Product Warranty object.

4: After clicking on the Product Warranty object, the Product Warranty page is open. Here we can see the details related to the Product Warranty object. Now scroll to the bottom of the page and we can see there is a Product Warranty custom Field and Relationships section.

We want to create a new field related to Product Warranty. To create a new field, click on the new button.

5: After selecting the new button, create the new custom field of Product Warranty. The Product Warranty New custom field page is open.

Under this new custom field page, lots of data types are present. Here we can choose the field type. Now specify the type of information that the custom field will contain.

Select one of the data types between the lots of data types, we select the checkbox data type. This checkbox data type is present below the External Lookup relationship data type.

This checkbox datatype permits the users to select a true or false value. The true value represents the checked field and the false value represents the unchecked field.

6: We are selecting the checkbox data type, now here enter the details related to the checkbox field. First, we enter the field label and here we are entering the field label as warranty active.

After filling the label select the default value checkbox, Here we are checking the checked checkbox If we choose the unchecked checkbox on creating the new record the checkbox value is shown as unchecked else click on the checked checkbox it shows checked on creating the new record by default. So we click on the checked checkbox.

Fill the Field Name and the field name automatically field by simply clicking on the field and then clicking on the next button that is present at the top and the bottom of the product warranty new custom field page.

7: Now establish field-level security. Here we select the profile to which we want to grant edit access to this field via field-level security. The field will be hidden from all the profiles if we do not add it to field-level security.

Here we want to select all the field-level security for the profile by simply clicking on the visible checkbox, After clicking on the visible checkbox all the checkboxes are checked, and after that click on the next button.

8: After establishing field-level security, our next step is to add to the page layouts. Here select the page layouts that should include their fields. The field will be added as the last field in the first two-column section of these page layouts. The field will not appear on any pages if we do not select a layout.

To change the location of this field on the page, we will need to customize the page layout. Here we are adding the Product Warranty layout as a page layout and then clicking on the save button.

9: After clicking on the save button, the Product warranty custom field is created successfully and shown under the product warranty custom field that is present under the Product warranty custom object.

10: Again go to the setup page. Here we can see on the nav bar lots of objects are present. Here we are selecting the Product Warranty object. After selecting the Product Warranty object. The Product Warranty object page is open. You can see there is no record present

To create the record, click on the new button. The New Product Warranty page is open, here we can enter the information related to the product warranty.

First, fill the product warranty name and here we are filling the product warranty name as Head Phones, After that there is a checkbox warranty active which is already activated we don’t need to activate it. After filling in the complete information click on the save button.

11: After saving the record the record of the Product warranty is created successfully and the detail related to the Product warranty is shown under the Product warranty headphone records.

So with this, we learned how to set the checkbox default value in Salesforce Classic.

Conclusion:

The default value decides whether the checkbox will be initially checked means the value will be True or unchecked means the value will be False when a new record is created.

This default checkbox is present under the custom field information page. We can set this default value checkbox by simply clicking on the checkbox of Checked and unchecked.

I hope you read the complete article and we get the complete idea related to the set checkbox default value in Salesforce. I have also explained all the steps of setting the checkbox default value in Salesforce Lightning and Salesforce Classic.

You may like to read:

• Salesforce Checkbox Group
• Salesforce Checkbox Validation Rule
• Salesforce Inline Editing Checkbox