Fields: Scenario 1

Scenarios are free-form exercises that are designed to be practiced as if you were the system administrator responsible for an implementation.  Try to solve the scenario in your practice org (see Getting Started – Free if you do not have a practice org).  Once solved, or if you need help, turn the page for the solution.

Scenario:

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6 Responses to “Fields: Scenario 1”

  1. DAVID WALL September 22, 2015 at 1:28 am #

    I was able to do this, but am having some trouble with the account page layouts. Where do you navigate to see the page layout for creating a new account? I am able to find the page layout that displays all of the information once the account is created/saved. Thanks

    • JohnCoppedge September 25, 2015 at 1:15 pm #

      Go to the page layout assignment to see which layout is assigned to each profile. You won’t see formula fields when you create a record- the formula is only calculated after the record is saved.

  2. Maura McNulty April 13, 2015 at 2:51 am #

    This is confusing it’s not clear you’re asking for a customer number it seems you’re asking for an account number which is a standard field and can’t be edited.

    • JohnCoppedge April 13, 2015 at 3:30 pm #

      Account number can be edited if you enable the field level security, but it would never support the ability to auto-number. Another alternative would be to use an autonumber field and an workflow rule to copy the value to the account number. I find these type of ambiguities prevalent in day to day life as a consultant/admin, which is why there are some of them in this guide.

  3. Mike Vincent February 23, 2015 at 7:30 pm #

    Typo:
    Second sentence under “Scenario” – This will “allows”…

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