Overview

This article provides a step-by-step guide on creating a custom "Checkbox" field in Salesforce that indicates whether a contact is an advocate. The process involves using a formula within Salesforce's customization settings to add this functionality.

Information

The AdvocateHub AppExchange package for Salesforce adds several fields to your Salesforce instance. This guide focuses on creating a custom checkbox field to identify advocates among your contacts.

On the Contact record, one of the fields added by the AdvocateHub AppExchange package is the "Date Joined Advocate Hub" field. This field allows you to see when a contact joined your hub. However, we can make this information more accessible by creating a true-false field that flags contacts who are also advocates.

In Salesforce, navigate to the setup page. Expand the customization options for contacts and click on "Fields". Scroll down and select "New". Choose the "Formula" field type and proceed to the next step. Enter a label and name for the field, select the "Checkbox" return type, and continue.

When prompted to enter a formula, use the following:

!ISBLANK(AdvocateHub__Date_Joined_AdvocateHub__c)

This formula will check the box if the "Date Joined Advocate Hub" field contains a date, and will remain unchecked if the field is empty.

After entering the formula, follow through the next steps to determine the visibility of this field and save your changes.

With the new field created, compare a contact you know is an advocate with one that is not to see the checkbox in action. This new field provides a quick reference to identify advocates within your Salesforce contacts.

FAQ

What is the purpose of the "Date Joined Advocate Hub" field in Salesforce?

The "Date Joined Advocate Hub" field is used to track when a contact joined your advocate hub. It is part of the fields added by the AdvocateHub AppExchange package.

How do I create a checkbox field in Salesforce to identify advocates?

To create a checkbox field in Salesforce, navigate to the setup page, customize the contact fields, and create a new formula field with a checkbox return type. Use the formula !ISBLANK(AdvocateHub__Date_Joined_AdvocateHub__c) to set the checkbox value based on whether the "Date Joined Advocate Hub" field is filled.

What does the formula !ISBLANK(AdvocateHub__Date_Joined_AdvocateHub__c) do?

This formula checks if the "Date Joined Advocate Hub" field is not blank (i.e., contains a date). If it is not blank, the checkbox is marked as true, indicating that the contact is an advocate.