Salesforce Checkbox Group

A Salesforce checkbox group is defined as a collection of checkboxes. These checkboxes are created to collect user’s preferences by simply selecting or deselecting them.

If you want to learn the process of how to create the checkbox group, you have come to the right place. We learn this topic in both the editions of Salesforce Lightning.

How to Create the Checkbox Group in Salesforce

Here, we will learn how to create a checkbox group in Salesforce Lightning.

Let’s take an example. Here, we are creating an account services checkbox group using an account object.

Let’s imagine I work for a consulting company that offers different services to clients. We want to track which services each account is interested in, so we decided to create a checkbox group to manage all the information.

Here are the following steps:

1. Go to the Gear icon, Click on the Setup option, and Select the Object Manager tab.

How to create the checkbox group in Salesforce

2. Select the account object that is present at the top of all objects.

How to create the checkbox group in Salesforce Lightning

3. Now select the Fields & Relationships option.

Create the checkbox group in Salesforce

4. To create the new checkbox field, click on the new button.

Create the checkbox group in Salesforce Lightning

5. Here, we select the checkbox datatype. This checkbox datatype permits users to select a true or false value. The true value represents the checked field, and the false value represents the unchecked field. Click on the next button.

Salesforce create the checkbox group

6. Now enter the details. First, fill the Field Label as Financial Consulting. Then, fill in the Field Name. After that, add the description related to the record. If you want to add it, leave the field as it is. Click on the next button.

Salesforce Lightning create the checkbox group

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. Click on the next button.

How to create checkbox group in Salesforce

8. Now 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. Click on the save and new button.

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Now repeat the

How to create checkbox group in Salesforce Lightning

9. Now again repeat steps 6,7,8,9 and create more checkbox fields like Marketing Strategy, IT solutions, etc. After creating all the fields click on the page layouts option.

Create checkbox group in Salesforce

10. The Page layout is open. Here, we select the account layout. So click on the account layout.

Create checkbox group in Salesforce Lightning

11. The account layout page is open. Here, we can see that our checkbox fields are present under the field section. Now, we want to create a checkbox group.

In the Layout editor, create the section. This section option is present in the layout at the first position. Drag and drop the section option where you want to place it. Then, give the section’s name as a Checkbox group.

After that, select the layouts and tab key order and then click on the ok button. Our checkbox group section is created successfully.

Salesforce create checkbox group

12. Now drag and drop the newly created checkbox fields from the field palette onto the layout. Here, we are dragging and dropping our checkbox fields from the field palette to the checkbox group section. Click on the save button.

Salesforce Lightning create checkbox group

13. Go to the App Launcher, enter the account in the search box and click on the account object.

The account page is open. Under this account page, Lots of records are created. Select one of the records, and here we are selecting the GenePoint record. Scroll to the bottom of the page. We can see that the checkbox group was created successfully.

How to create a checkbox group in Salesforce

In this way, we understand how to create the checkbox group in Salesforce Lightning.

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Read Salesforce Checkbox Default Value

Salesforce Checkbox Group Example

There are multiple scenarios for which you need to create a checkbox group in Salesforce. By following the steps above, you can easily create the checkbox group for any of the scenarios defined in Salesforce Lightning and Salesforce Classic.

Let us discuss example here for which you can create a checkbox field in Salesforce.

Example: Track the Potential Sales

Consider a scenario: Here, we are taking the opportunity object that is used to track potential sales and deals with customers.

Here we are tracking the preferred communication channel for the sales opportunity. And we are creating the Email, Phone, and Meeting checkbox groups.

Let us have a look at how to create a checkbox group:

How to create checkbox groups in Salesforce Classic

Conclusion:

I hope you read the complete article and we get the complete idea related to the checkbox group in Salesforce. I have also explained all the steps of creating the checkbox group in Salesforce.

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