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How to Create Custom Fields in Salesforce

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Custom fields allow you to capture specific data points relevant to your organization that aren't covered by standard Salesforce fields. Here's a quick guide to creating them:

  1. Go to Setup in the top right corner of your Salesforce homepage.
  2. In the Quick Find box, type Object Manager and select it.
  3. Select the object you want to add the custom field to (e.g., Leads, Opportunities, Accounts).
  4. Click on Fields & Relationships to manage all fields associated with the chosen object.
  5. Click New to initiate the creation of a new custom field.
  6. Choose the appropriate Data type for the information you want to store. Common options include Text, Number, Date, Picklist (dropdown options), Checkbox, etc.
  7. Give your field a clear and descriptive name (e.g., "Comments").
  8. Define the maximum Field Length of the text field.
  9. Set Field-Level Security to control which user profiles or permission sets have access to view and edit this field.
  10. Give a layout name.
  11. Click Save to create the new custom field.
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