Salesforce Checkbox Group

In this Salesforce tutorial, we will learn how to create the checkbox group in Salesforce. As we know checkbox group is defined as a collection of checkboxes. These checkboxes are created to get the preferences of the users by simply selecting or deselecting.

Recently I was working in the Techgear company that is based in the United States of America. In this company, I am managing all the events related to the technologies. Now at that time the company also organised one more event.

In this event, I am managing the registration for a technology conference using Salesforce. At this conference, we want to provide the attendees with the option to select their preferences for different types of sessions they would like to attend. We can use the checkbox group to capture this information during the registration process.

We are using different checkboxes like session preferences, User selection, Data capture, personalized experience, and Reporting and analysis. these all checkboxes make a checkbox group. These checkbox group permits the user to efficiently gather and control the attendees for a different conference session.

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

How to create the checkbox group in Salesforce Lightning

Here we will learn how to create the checkbox group in Salesforce Lightning. Let’s learn this topic more clearly with the help of an example. Here we are creating an account services checkbox group in which we are using an account object.

Let’s imagine I am working for a consulting company that can offer different services to clients. We want to trace which services each and every account is interested in. So we decided to create a checkbox group to manage all the information.

Here we are setting up the checkbox for various services like Financial Consulting, Marketing Strategy, IT solutions, etc. These fields are created by the Fields and Relationships option.

If you want to learn how to  create the checkbox group in Salesforce Lightning, follow these steps:

Step-1: When we log in to the Salesforce account, the Salesforce Lightning account is open. Here we are creating the Checkbox group. 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.

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-2: After clicking on the object manager, the object manager page is open. Under this object manager page, there are lots of objects present. From all these objects we select one object by simply entering the object name in the search box. The search box is present at the top right corner.

Here we are selecting the account object, The account object is already at the top if any of the objects that you want to select is not present at the top then you enter the object name in the search box. So now at that time our object is at the top select the account object.

Step-3: After clicking on the account object, the account object page opens. Under this account page, the details related to the account are shown and on the left side of the account 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-4: After clicking on the field and relation option, the field and relationship page is open. To create the checkbox field related to the account object, click on the new option that is present at the top of the Field and Relationships page.

Step-5: After clicking on the new button, the new data type page is open. There are lots of data types 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. After that click on the next button.

Step-6: The new custom field page is open when we click on the new button. Now fill in the complete information related to the checkbox field. First, fill the field label and here we are filling the field label as Financial Consulting.

After that select the default value but the default value is selected as unchecked and then fill in the field name the filled name is automatically filled by simply clicking on the field of the field name and then auto-add to a custom report type.

After that add the description related to the record If you want to add else leave the field as it is and then click on the next button that is present at the top right corner.

Step-7: After clicking on the next button, 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 and all the checkboxes are checked and then click on the next button.

Step-8: The next step is to add to the page layouts, After checking the field-level security. 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.

When we finish, click on the save and new button to create more custom fields, or click on the save button if we are done.

Now repeat the

Step-9: After saving the Field, 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 that is present on the left sidebar under the details column.

Step-10: After clicking on the page layout option, the Page layout is open. Under this Page layout, lots of layouts are available. Here we want to select one of the layouts and we are selecting the account layout. So click on the account layout.

Step-11: After clicking on the account layout, the account layout page is open. Here we can see that under the field section, our Checkbox fields are present. Now we want to create a checkbox group.

In the Layout editor, find the section and this section option is present in the layout at the first position. Drag and drop the section option where you want to place it. And give the name of the section 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.

Step-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. After that click on the save button that is present at the top right corner of the page layout.

Step-13: Go to the App Launcher, 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 accounts object.

After selecting 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.

The GenePoint record page is open, scroll to the bottom of the page. We can see that the checkbox group is created successfully.

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

Read Salesforce Checkbox Default Value

How to create the checkbox group in Salesforce Classic

Here we will create the checkbox group in Salesforce Classic. Let’s take an example that is related to the potential sales. Here we are taking the opportunity object that is used to track the potential sales and deals with the customers.

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

If you want to learn how to create a checkbox group in Salesforce Classic follow these steps:

Step-1: Here you can see that the Salesforce Classic account is open by simply clicking on the profile picture, The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

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.

Step-2: After clicking on the setup option, the setup page is open. Enter the opportunity object in the Quick Find Box. The opportunity object comes at the top, click on the drop-down arrow of the opportunity object. Under this drop-down list, there are field options. Click on the Fields.

Step-3: After clicking on the opportunity object, the opportunity page is open. Now scroll to the bottom of the opportunity page, There are fields and relationship options present click on this field and relationship option.

After clicking on the field and relation option, the field and relationship page is open. To create the checkbox field, click on the new option that is present at the top of the page.

Step-4: After clicking on the new button, the data type page is open. There are lots of data types present. Select one of the data types, we select the checkbox data type which allows users to select a true or false value.

The true value represents the checked field and the false value represents the unchecked field. After clicking on the checkbox data type, scroll to the bottom of the page and select the next option.

Step-5: After clicking on the next button, the new custom field page is open. Now fill in the complete information related to the checkbox field. First, fill in the field label and here we are filling in the field label as a preferred communication channel.

After that select the default value but the default value is selected as unchecked and then fill in the field name The filled name is automatically filled by simply clicking on the field of the field name and then auto-add to a custom report type.

Click on the checkbox to add this field to existing custom report types that contain this entry after that click on the next button.

Step-6: After clicking on the next button, 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-7: After checking 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.

When we finish, click on the save and new button to create more custom fields, or click on the save button if we are done.

Step-8: After saving the Field, repeat steps 4,5,6,7 and create more checkbox fields like Email, Phone, and Meeting checkbox groups, etc. After creating all the fields click on the page layouts option that is present on the left sidebar under the details column.

Step-9: After clicking on the page layout option, the Page layout is open. Under this Page layout, lots of layouts are available. Here we want to select one of the layouts and we are selecting the opportunity layout. So click on the opportunity layout.

Step-10: The opportunity layout page is open. Here we can see that under the field section, our Checkbox fields are present. Now we want to create a checkbox group.

In the field Layout editor, find the section and this section option is present in the layout at the first position. Drag and drop the section option where you want to place it.

And give the name of the section 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.

Step-11: 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. After that click on the save button that is present at the top right corner of the page layout.

Step-12: Back to the home page of Salesforce Classic. Under this home page, we can see that lots of objects are present on the nav bar. Select one of the objects and here we are selecting the opportunity object.

After selecting the opportunity object, the opportunity page is open. Under this opportunity page Lots of records are created, select one of the records and here we are selecting the Key Opportunity Deal record.

The Key Opportunity Deal record page is open, scroll to the bottom of the page. We can see that the checkbox group is created successfully.

In this way, we understand how to create a checkbox group in Salesforce Classic.

Conclusion:

In this checkbox group block, we use the page layout for creating the checkbox group, In the field Layout editor, find the section and this section option is present in the layout at the first position. Drag and drop the section option where you want to place it.

And give the name of the section 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.

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 Lightning and Salesforce Classic.

You may like to read:

• Salesforce Checkbox Validation Rule
• Salesforce Checkbox Formula
• Mass Editing Salesforce Records with a Checkbox | Bulk Edit Checkbox in Salesforce