How To Add Fields To Record Type In Salesforce

How To Add Fields To Record Type In Salesforce

1. Log in to Salesforce: Access your Salesforce account.
2. Go to Setup: Click on the gear icon in the top right corner.
3. Object Manager: Select "Object Manager" from the Setup menu.
4. Choose Object: Find and click on the object you want to modify.
5. Record Types: Click on "Record Types" in the left sidebar.
6. Select Record Type: Choose the specific record type you want to add fields to.
7. Fields & Relationships: Click on "Fields & Relationships" in the left sidebar.
8. Add New Field: Click the "New" button to create a new field.
9. Field Type: Select the type of field you want to add (e.g., text, number).
10. Field Details: Fill in the required details for the new field.
11. Set Field-Level Security: Define who can see or edit the field.
12. Add to Page Layout: Ensure the field is added to the relevant page layout.
13. Save Changes: Click "Save" to finalize the addition of the field.
14. Test the Field: Go to the record type and verify the new field appears correctly.