Thursday, January 21, 2016

Data Modelling :Creating custom object and fields

Note: All credit goes to Salesforce, I am just a developer who enjoy playing trailhead and try to make note to myself.

Best Practices for Custom Objects and Fields

  1. Unique naming: Make object and field names and labels concise, specific, and descriptive. And very importantly, unique. For example, if your recruiting app’s Position object has a field named Skill Set, use something like Candidate Skill Set on the Candidate object to describe applicants’ skills.
  2. Thoughtful architecture: When adding fields to an object, what’s the cleanest and most efficient way to capture data? For example, instead of a long list of checkboxes to track the regions that currently have a particular position open, use a picklist.
  3. Default field values: Don’t assign default values to fields that are both required and unique, as this can cause uniqueness errors.
  4. Careful renaming: If you’ve renamed objects or fields, check that these items reflect the new names:
    • List view names
    • Standard report names or descriptions that include the objects or fields
    • Email templates that contain the object or field names
    • Any other items you customized along with the renamed object or field — custom fields, page layout, or record types
    • Global data updates: Before changing a field type (for example from checkbox to picklist), make sure the change makes sense for all records that have that field.
  5. Help for users: Add help text when defining new objects or fields. Help text should describe exactly what the object or field is for.
Source:Creating custom object and fields

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