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Lesson: 05 | Adding New Custom Fields I

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Notes

In Salesforce, custom fields are fields that are created by users or administrators to store specific types of data that are not included in standard fields. Custom fields can be added to both standard and custom objects in Salesforce and can be used to track any type of data that is unique to the organization.

Creating a custom field in Salesforce is a simple process that can be done through the platform's point-and-click interface. Administrators can choose from a variety of field types, including text, picklist, date, checkbox, and formula fields, among others. They can also set various field properties, such as field labels, help text, field-level security, and validation rules.

Custom fields can be used to track a wide variety of data, such as customer preferences, order status, or employee certifications. They can also be used to create relationships between objects, such as a custom field on an opportunity that relates it to a specific account or contact.

Custom fields can also be used to create custom reports and dashboards, allowing users to analyze and visualize data in a way that is tailored to the organization's specific needs.

Overall, custom fields are a powerful tool in Salesforce that allow organizations to customize the platform to their unique business needs and processes. By creating custom fields, organizations can track the data that is most important to them and gain insights into their business operations.

In your Salesforce org, click Setup.
Click the Object Manager tab. If you don’t see it, enter Object Manager in the Quick Find box.
From the Object Manager Object Manager page, select an object such as Account.
From the sidebar, click Fields & Relationships. Notice that there are already some fields there. Those are the standard fields.
Click New to create a custom field. Tip: Before creating a new field, do a quick search to make sure a similar one doesn’t already exist.close-up of the new button used to create a new custom field
Next, choose a data type. Choosing a data type helps you format the field input. For example, if you create a field with the Date data type, users can enter a date or pick one from a popup calendar.Account detail page showing rules and format for a date custom field.
Click Next, and then fill out the Field Name, input format (text, numbers, decimals, and so on), and description, and click Next.
Select the field’s visibility and edit access.
Click Next. Then click Save.

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Administrator Course

A. My Personal Information (9 lessons)

B. Company Settings (8 lessons)

C. Object and Fields (35 lessons)

D. Users (8 lessons)

E. Security (14 lessons)

F. Data (5 lessons)

G. Reports & Dashboards (8 lessons)

H. Feature Settings (9 lessons)

I. Standard Objects (14 lessons)

J. User Interface (2 lessons)

K. Lightning App Builder (25 lessons)

L. Process Automation (2 lessons)

M. Email (2 lessons)

N. Formulas Functions (56 lessons)

O. Miscellaneous (1 lessons)

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Lesson: 05 | Adding New Custom Fields I

Notes

Administrator Course