How can I use the “field sets” to provide flexibility in the feedback form?

189    Asked by DonnaChapman in Salesforce , Asked on Apr 15, 2024

 I am a Salesforce administrator and I have been asked to design a new custom object to manage customer feedback. In this particular task, I need to provide flexibility to the end so that the users can customize the field display on the feedback form. How can I use the “field sets” for this particular purpose? 

Answered by Dominic Poole

In the context of Salesforce, here are the steps given:-

Create a custom object

First, you would need to create a custom object named “Customer Feedback” in the Salesforce. In this, you can define the name, e-mail, feedback type, etc.

Create a fieldset

Now you can create a field set for this new custom object. The field sets can be created by using the Salesforce setup.

Add a field to the fields set

You should add the fields that you want to allow end users to customization on the feedback form.

Implement field set in Visualforce page

Now you can create a visual force page to display the feedback form.

Provide user interface for field set selection

You can enhance the user experience by providing a user interface within the salesforce as a custom lightning Component.

Test and deployment

Once you have configured everything then you should test the feedback form thoroughly so that you can ensure that the selected fields from the fields set are displaying correctly and users can customize the form as intended.


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