Quick summary
This demo walks you through how to add a custom field in Salesforce using the Object Manager in Advanced Setup, covering field type selection, field details, field-level security, and page layout assignment. It is a step-by-step guide for Salesforce admins who need to extend their data model without writing code.
Steps
- Click the gear icon on the top right of your Salesforce dashboard to open Setup options.
- Select Open Advanced Setup from the dropdown menu.
- Type and select Open Manager to navigate to the Object Manager.
- Choose the object where you want to add the new field.
- Click Fields & Relationships in the left-side menu.
- Click New to start creating a new field.
- Choose your Field Type, then click Next.
- Fill in the field details, then click Next.
- Set field-level security by choosing which profiles can view or edit the field, then click Next.
- Choose where the field appears by selecting page layouts, then click Save.
