You’re going to start following along as I create some Flows in the Flow Builder, and you will notice that I use a number of Custom Fields throughout the Course. In this lesson, you will learn about the individual Custom Fields you need to create, where to build them, and how to apply them to your Page Layouts and Lightning Pages.
Custom Fields to Create
There are two Custom Fields that you will need for the remainder of this Course. The first is a Checkbox field that you need to create on the Case object, and the second is a Lookup (Case) field on the Opportunity object.
Custom Field on Case: New Opportunity Required | Checkbox
Your New Opportunity Required Checkbox needs to be created on the Case object as follows:
- Field Type: Checkbox
- Field Label: New Opportunity Required
- API Name: New_Opportunity_Required__c
- Default Value: Unchecked
You can add this Custom Field to the Case Page Layout wherever you please.
Custom Field on Opportunity: Case of Origin | Lookup (Case)
Your Case of Origin Lookup(Case) field needs to be created on the Opportunity object as follows:
- Field Type: Lookup
- Related To: Case
- Field Label: Case of Origin
- API Name: Case_of_Origin__c
- Help Text: If this Opportunity was created from a Case, a link to the Case record will be populated here.
- Related List Label: Opportunities
- Child Relationship Name: Opportunities
You can add this Custom Field to the Opportunity Page Layout wherever you please. You will also need to add the new Opportunities Related list to the Case Page Layout and ensure it is displayed on the Lightning Page as well.
Summary
In this lesson, you created the Custom Fields required for the rest of this course. You also applied them to the Page Layouts and Lightning Pages necessary for the completion of future activities.