Define Default Values at the Field Level
|Available in: All Editions|
Let’s say you want a custom picklist field on an Opportunity object to track the priority of a particular opportunity. In addition, you want to have a default priority for the opportunities that are being created.
But what if you want to set up a different default priority for another group of users? Imagine that you have a fast response sales team in your org. You want all opportunities created by them to be treated with a higher priority. It’s now possible with new formula-based default field values. To add a default value formula:
- Field-level default—Defined by the formula
- Value-level default—The way you used to set up default values
The new formula-based default values also let you have different default values for each field that uses the same Global Value Set. Previously, all fields had the same value, defined on a value set. Now for different default values you just set up individual default formulas for each field.