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Salesforce : creating Custom Fields

Salesforce : Creating Custom Fields


Custom Fields ? Yes Custom Fields.  Why do you need to create a Custom Field and what is it?

Let's understand .. A field is a container for a value. You need to use these containers so that you can display the information that you are intending to. A field in Salesforce CRM is just the same like a field on any web application form or stand alone application. The fields are used to display some information. Like on an application form you have fields like "Name :________ ", "Age : _____", etc, you use fields in Salesforce to display some information.

How to create Custom Fields in Salesforce :

At first lets know the type of fields that you can create in Salesforce. For that I have already written a post - Salesforce : Data Types and Fields , kindly refer to it. Here, I will provide you the steps to create fields.

Steps :


  • Click Setup | Customize | <choose the object on which you want to create custom fields> | Fields | New  [for creating fields on Standard objects]
  • Click Setup | Create | Objects | <click on the object on which you want to create custom fields> | New
  • Select the data type of the field, if you want to show number , then choose Number data type. Then hit Next.
  • Fill in the details like the Field Label, Field name, etc.
  • Select the Profiles to which you want to give access to the field that you are creating. Then hit Next.
  • Select the Page Layouts on which you would want to make this field available.  [I will discuss about Page Layouts on a separate post. ] Now, hit Save for saving , Save and New to save and start creating another field, Cancel - you know it already.

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