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Lesson: 19 | Predefined Values

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Notes

In Salesforce, predefined values are values that are set by the system or by an administrator for a particular field. These values can be used to provide users with a set of standard options to choose from, reducing the likelihood of errors and improving data quality.

Predefined values can be set for a variety of field types, including picklists, multi-select picklists, checkboxes, and radio buttons. For example, a picklist field might have predefined values such as "High," "Medium," and "Low," while a checkbox field might have a predefined value of "True" or "False."

Predefined values can be set at the field level, allowing you to define specific values for each field. They can also be set at the object level, allowing you to define default values that are used for all records of that object.

Predefined values can be particularly useful in situations where you want to enforce data quality or ensure consistency across your organization. By providing users with a set of predefined options, you can reduce the likelihood of errors and ensure that data is entered in a consistent and standardized way.

Overall, predefined values are a powerful tool in Salesforce that can help improve data quality and consistency across your organization. By setting predefined values, you can provide users with a set of standard options to choose from, making it easier to enter accurate and consistent data into the system.

A great way to speed up the process of data entry for your mobile users is to prepopulate values for certain fields on an action layout.

Predefined values for fields on actions are different from default values that you can set for fields on records. If a field is included in an action, it can have both a predefined value set for the action and a default value set.

Create a Predefined Value:

Click the name of an action in the Buttons, Links, and Actions list or the Global Actions list.
On the action detail page, click New in the Predefined Field Values list.
Select the field you want to predefine a value for.
Specify the value for the field.
For single-select picklists, you can specify both a specific value and a formula value. If you set both, the formula value takes precedence over the specific value.
Click Save.

You can set predefined values for any field available in the action layout editor, with these exceptions.

Dependent picklists
Multi-select picklists
Read-only field types like auto-number, formula, and roll-up summary fields
Lookup fields

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Lesson: 19 | Predefined Values

Notes

Administrator Course