Salesforce Essentials

The Time field in salesforce is a great field to show when something is going to happen or by what time it needs to be completed. For example, you could...

The encrypted field in salesforce is a great field for holding sensitive information and disallowing users to be able to see some or all of the information. This field is...

The image field in salesforce is not always called an image field. In the back end of salesforce, this is called a rich text field. This field can handle text...

The rollup summary field in salesforce is a great field but has some very specific use cases. This field type can only be used on the parent object in a...

The Date/Time field in salesforce is a great tool when you need to capture both date and time. In practice, this looks like a lot of next-meeting fields or last-meeting...

The picklist field in salesforce is a really awesome tool and should be used where possible. This field is used when you can have a set, standardized list of options...

The phone field in salesforce is typically used whenever you need to store a phone number. This helps you and other users with the formatting of the phone number and...

The checkbox field in salesforce is a great way to easily display a yes/no input. This is great for a way to check off if something has been completed with...

The Multi-Select Picklist in salesforce is a really great tool that should be used sparingly when you choose to use it in your salesforce org. This field allows you to...