How To Create Custom Field In Salesforce

Learning goals

Contents

After completing this unit, you will be able to:

  • Describe common use cases for custom fields.
  • Create a custom field.

Why customize fields?

Salesforce offers some standard school in each record. Standard fields are common to most CRM businesses, like company name, contact address, account number, status, date, and amount. But every business is unique and you may want to capture important information that is not in the standard field. Read more: how to create a custom field in salesforce Read more: how to teach your horse to lie downCustom fields is the way to do this. You can create custom fields on standard Salesforce objects or on custom objects. When you create a custom field, you decide where it appears, what information it contains (1), what format it should be (such as numbers, text, dates, or select lists) (2 ) and who sees it and who can change the field value. Read more: how to open a gift shop Fields can store many different types of data. When you create a field, it’s important to specify whether you want users to choose from a predefined list of options or you want them to enter raw information. For example, you can provide a common set of values ​​for a custom field with a Status label — new, delivered, in progress, and completed — to track work consistently across multiple accounts. Or you can add a free-form text field for comments or account details that vary between records.

Try it yourself

  • In your Salesforce organization, click Establish and choose Establish to open Settings.
  • Click the Audience Manager tab. If you don’t see it, type Object Manager in the Quick Find box.
  • From the Object Manager Object Manager , select an object such as Accounts or Assets. This will open a details page for that object. Close-up of the Object Manager page
  • From the sidebar, click Fields & Relationships. Note that there are already some fields there. Those are standard fields.
  • Click New to create a custom field. Tip: Before creating a new field, do a quick search to make sure the similar field doesn’t already exist. close-up of new button used to create new custom field
  • Next, choose a data type. Choose a data type that helps you format the field input. For example, if you create a field with the Date data type, the user can enter a date or select a date from the pop-up calendar. The account details page shows the rules and formats for the custom date field.
  • Click Nextand then fill in School’s name, input format (text, number, decimal, etc.), and description, and click Next.
  • Choose field visibility and edit access.
  • Click Next. Then click Save.
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    Watch a video on how to create a custom field in Lightning Experience.

    Summary

    Custom fields make SalesForce work better for you and your business. The total number of fields you can create depends on the version of Salesforce you’re using. For Enterprise customers, the limit is usually 800 custom fields.Read more: fallout 4 ways to kill deathclaw | Top Q&A

    Resources

    • Trailhead: Building the Lemonade Stand App
    • Trailhead: Customize Salesforce Audiences
    • Salesforce Help: Custom Field Types
    • Salesforce Help: Create a Custom Pick List Field

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