Salesforce Essentials

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...

The Auto Number Field is a really useful field when you are dealing with a unique set of records. This allows you to set up an automatic numbering system to...

The number field in salesforce is a great tool whenever you are using a to convey aspects of business. Although try not to use this field when you intend to...

The date field in salesforce is a great field for tracking anything relating to a date. However, if you are using any type of time in association with this information...

The open text field is a great field to use when you need a lot of text to be written! In practice, many of the text fields I have configured...