How To Create Custom Fields In Salesforce

How To Create Custom Fields 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 an Object: Click on the object where you want to add a custom field.
  5. Fields & Relationships: Click on "Fields & Relationships" in the left sidebar.
  6. New Field: Click the "New" button to create a new custom field.
  7. Select Field Type: Choose the type of field you want (e.g., text, number).
  8. Field Details: Enter the field label, name, and other required details.
  9. Field-Level Security: Set the visibility for different user profiles.
  10. Add to Page Layout: Choose to add the field to the page layout if needed.
  11. Save: Click "Save" to create your custom field.