Field Types

When creating fields in Snapforce, field types determine how information is entered into these fields, as well as how the fields are displayed.


The following field types are available:

Checkbox - This will display a checkbox in which the user has the option to check or uncheck the box in response to the label.

Currency - This will convert any number entered into a dollar amount.


Number - This will allow you to enter numbers into the field.


Auto-Increment  - This will assign a number to a record, beginning with '1'. Any record added after that will be assigned the next available number. (Note: You can set the current value that the number will start from by changing the field's default value in the Settings area.)



Time -  This will allow you to enter numbers in time format.


Date - This will display the field in date format. When the field is being edited, a calendar will pop up for the date to be selected.


Email - This will allow you to enter an e-mail address. An e-mail link will appear next to the e-mail address, that when clicked, will open your default mail application and begin to draft an e-mail to that address.


Website -This will allow you to enter a website. A website link will appear next to the entered text, that when clicked, will open the website in a new tab.


Phone - This will allow you to enter a phone number. A call link will appear next to the entered number, that when clicked, will open your default softphone and begin to dial the number.


Picklist - This will allow you to set values that a user will need to choose from.


Text - This will display a single-line text box that will allow users to enter a short amount of text.


Text Area -This will display a text box that will allow users to enter a larger amount of text.


Rich Text Area - This will display a rich text box in which HTML and other formatting can be applied.

Media preview


Lookup - This will display a box in which users can begin typing the name of an existing record within that module. Once a match is found, the record will appear and the user can select this record to have it populate the text box. Also displayed is a view link next to the entry. This link will take you directly to that record.