How to Add Fields to Record Type in Salesforce

Quick summary

Adding fields to a record type in Salesforce is done through the Object Manager in Setup, where you create a new field under Fields & Relationships and assign it to the appropriate record type. This process lets admins customize data capture per record type without writing code.

Steps

1. Navigate to Setup and open the Object Manager.
2. Select the object associated with your record types (for example, Account).
3. Click on Fields & Relationships in the object's navigation menu.
4. Click New to begin creating a new custom field.
5. Select the data type for your new field.
6. Define the field properties including data type, label, and other relevant settings.
7. Click Next to proceed through the field configuration wizard.
8. Click Next again to advance to the record type assignment step.
9. Click Save to finalize and add the field to the record type.