In April, we did a blog post on Working with Salesforce Custom Fields.
This week, we want to share a few more Salesforce Custom Field tips with you that might help make your Salesforce experience more effective.
Having too many Salesforce Custom Fields clutter up the page
A page with many fields becomes unwieldy. Run reports regularly to see which fields are empty. Do you really need them?
Not having Salesforce Custom fields where you need them can hurt you
Be sure to use Salesforce Custom fields for important data. A second email address in a Description or Note field is worthless when you do a search or run reports.
Use the right Salesforce Custom field for the job
- A number field is great for calculations or formulas but it will have comma separators. This will not work for a five digit account number.
- A text field will hold dates but it will not be able to do any calculations on the date.
- Utilize pick lists whenever possible to standardize data – There is less of a chance for error if the values are already present.