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Using Indexed Custom Fields

To optimize performance, you can use custom fields that have been indexed for specific record types. Indexed fields are special fields that improve the response time during the search process or sorting on a particular list. Indexed custom fields are preconfigured in the application database. You can change the labels on the indexed custom fields, but you cannot change the integration tags.

NOTE: As an option, you can choose to migrate your data from nonindexed to indexed custom fields to increase the performance of the lists that your users execute. To migrate the existing data to the available record types, use Siebel CRM On Demand's export/import functionality or Web Services.

Indexed custom fields are prefixed with Indexed as a default. The following table lists record types that support indexed custom fields:

Record Types Supporting Custom Fields

Account

Household

Activity

Lead

Asset

MedEd Event

Call Product Detail

Opportunity

Call Sample Drop

Opportunity Product Revenue

Campaign

Portfolio

Contact

Product

Custom Object 1

Service Request

Custom Object 2

Solution

Custom Object 3

Vehicle

Dealer

Vehicle Sales History

Fund

Vehicle Service History

Fund Request

 

Each record type has the following number of indexed field types, with the exceptions noted after the following list:

  • Indexed Check box - 1
  • Indexed Currency - 1
  • Indexed Date - 1
  • Indexed Number - 1
  • Indexed Picklist - 6
  • Indexed Short Text - 2
  • Indexed Long Text - 1

Exceptions: The Account and Dealer record types do not have an Indexed Long Text field because of a tablespace limitation. The Custom Object record types have only one new field, the Indexed check box field, because the other fields can already exist. The existing Custom Object indexed fields can be displayed under the following assigned names:

  • Index Picklist 6 = Type
  • Index Short Text 1 & 2 = Quick Search 1 & 2
  • Index Long Text = Name

To use indexed custom fields

  1. In the upper-right corner of any page, click the Admin global link.
  2. Click the Application Customization link.
  3. In the Record Types Setup section, click the link for the required record type.
  4. In the Field Management section, click record type Field Setup.
  5. Click Rename Fields and rename the indexed custom fields as appropriate for your company, see Renaming Fields.


Published 05/11/2007