Field Customization

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Field Customization

Customization

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Field Customization

Fields are used to store data about a record. There are a variety of predefined fields in CRM including autonumber, text , currency, and decimal. Users can also add custom fields to store picklist values, images, or files or use lookup fields to refer to values in other modules. Fields can be edited, hidden, deleted, encrypted, or marked as containing personal data.   

 

In this video, you will learn about field customization, different types of fields that are available, and how to use them for your business.

 

You can edit, delete, and hide some of the system defined fields.

True

Incorrect

Sorry! You cannot delete system defined fields.

False

Correct

Well done! You cannot delete system defined fields.

In what format can you preview tooltips that are added to fields?

Info icon

Incorrect

Sorry! This is only one of the two options.

Static text

Incorrect

Sorry! This is only one of the two options.

Either of the above

Correct

Well done! You can preview tooltips that are added to fields either in info icon or in static text.

None of the above

Incorrect

Sorry! You can preview tooltips that are added to fields either in info icon or in static text.

What would you use an auto-number field for?

To automatically add numbers to records sequentially.

Correct

Well done! It is used to automatically add numbers to records sequentially.

To automatically add numbers to records non-sequentially.

Incorrect

Sorry! It is used to automatically add numbers to records sequentially.

What would you use a lookup field for?

To establish a relationship between different modules.

Correct

Well done! It is used to establish a relationship between different modules.

To refer to values in other modules.

Incorrect

Sorry! It is used to establish a relationship between different modules.

What is a picklist field?

It is used to display multiple values for a single field.

Correct

Well done! It is used to display multiple values for a single field.

It is used to allow users to select more than one value.

Incorrect

Sorry! It is used to display multiple values for a single field.

You cannot rename system-defined fields.

True

Correct

Well done! You cannot rename system-defined fields.

False

Incorrect

Sorry! You cannot rename system-defined fields.

The file upload field is used to:

Attach a file to a module

Incorrect

Sorry! The file upload field is used to attach a file to a record.

Attach a file to a record

Correct

Well done! The file upload field is used to attach a file to a record.

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