Renaming Standard Fields

To get started, open a record containing the field you would like to rename. In this example, we are going to rename the "MLS/ID" field on the Listing record.

• Click the gear icon at the top of the page, next click Edit Object.

• In the object menu, click Fields & Relationships.

• Find the field you would like to rename (in this example, MLS/ID), click the down arrow and then click Edit.

• Update the Field Label (do not change Field Name; see "Attention" note below - in some cases it may be necessary).

• Click Save.

Note: Think before changing the Field Label. You may be using it somewhere (website, pdf, emails templates,---) and it will change there, too.
Do NOT change the API name of a field (Field Name) unless you just created that field yourself. If it is being used in any integration (website, pdf, emails templates, ...) or automation, it may cease to work.

ATTENTION: Do NOT create fields with the same names, that means the same name in the API field name. In a field name "Floor" is the same for all version be it "Floor__c" or "pba__Floor__c" or a Saleforce field that would just be called "Floor" (does not exist!). You can use the same label on fields you add, but if there is already a field with the field name, the system will not know which one to use. 
Prefixes and Suffixes that the system adds are NOT evaluated / seen by the system. So ensure in such cases to name the Field Name with an additional key of your own choice. So, in the "Floor" example this could be "Floor_company"

Renaming Managed Fields

Managed fields are part of the base package in Propertybase and therefor have limitations when it comes to customizations. Renaming a managed field is a slightly different process.

Note: If a field's name starts with "pba__" then it is managed. Click here for an example.

Follow the steps below to overwrite the label for a managed field.

• Click the gear icon in the top right of the screen, then click Setup.

• In the Quick Find menu, click Override.

• Replicate the filter criteria shown in the image below.

Note: In this example we are overriding a field label on the Listing object. If the field label you are modifying is on a different object, select that object in the filter criteria instead.

• Double click the Field Label Override column to the right of the label you want to change, then type the name of the new label in the area that appears.

• Once finished, click Save.

Remember: You can also rename labels of e.g. managed related list labels, record types and other labels through "Override" in Translation Workbench.

Renaming Standard Salesforce Fields

To rename a Salesforce standard field, please go to "Rename Tabs and Labels" in Setup and find the object the field is on. Click on "Edit" next to the object's name.

Note: if you want to change standard values in other languages, switch to that language first with the selector at the top of the "Rename Tabs and Labels" page.

You can rename the object here, too. But we want to find the field's label we want to rename, so please click on "Next":

On the next page make the changes to the field's label and save your changes:

Translating Fields to other languages

Even though most default fields are translated to other languages, you might notice that your newly created custom fields aren't or you might want to change a label of a given translation. Just like overriding, you can add translations through Translation Workbench for both, managed packaged fields and your custom fields.

Note: Salesforce standard fields can be translated in "Rename Tabs and Labels".

Follow the steps below to translate the label of a field.

• Click the gear icon in the top right of the screen, then click Setup.

• In the Quick Find menu, click Translate.
  
  
  
  
• Replicate the filter criteria shown in the image below to translate field labels in chosen language.
  
  
  
  Note: You might need to wait a moment for the page to refresh until you can make the next choice.
• Translate values by adding your values to the second column
  
  
  
  
• Make sure to save your changes.

Note: there are many more options to translate. If you are uncertain how to translate a specific label or help text, please ask us at support@propertybase.com