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Salesforce AI Associate: How to Choose the Right Salesforce Field Type for Customer Names

Learn how to answer the question of which Salesforce field type should be used to capture the preferred name of a customer. Find out why a text field is the best option.

Table of Contents

Question

An administrator at Cloud Kicks wants to ensure that a field is set up on the customer record so their preferred name can be captured. Which Salesforce field type should the administrator use to accomplish this?

A. Multi-Select Picklist
B. Text
C. Rich Text Area

Answer

B. Text

Explanation

A text field type should be used to capture the customer’s preferred name. A text field type allows the user to enter any combination of letters, numbers, or symbols. A text field type can be used to store names, addresses, phone numbers, or other personal information.

A text field is a Salesforce field type that allows users to enter any combination of letters and numbers up to a specified length. A text field is suitable for capturing the preferred name of a customer, as it can accommodate different formats, spellings, and lengths of names. A text field also allows users to search, filter, and report on the data entered.

Option A is not correct because a multi-select picklist is a Salesforce field type that allows users to select one or more values from a predefined list. A multi-select picklist is not suitable for capturing the preferred name of a customer, as it limits the choices and does not allow users to enter custom values.

Option C is not correct because a rich text area is a Salesforce field type that allows users to enter formatted text, images, and links up to 131,072 characters. A rich text area is not suitable for capturing the preferred name of a customer, as it is too complex and unnecessary for a simple text input.

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