Quick summary
Creating custom fields in Salesforce lets admins capture unique business data on any standard or custom object, such as Leads, Opportunities, or Accounts. The process is completed entirely within Setup using the Object Manager and requires no code.
Steps
- Go to Setup from the top-right menu in Salesforce.
- Search for Object Manager using the Quick Find search bar.
- Select the object you want to add the custom field to, such as Leads, Opportunities, or Accounts.
- Click on Fields & Relationships to view and manage all fields for the selected object.
- Click New to begin creating a new custom field.
- Choose the appropriate data type for the information you want to store.
- Enter a clear and descriptive field name, such as "Comments".
- Optionally, set additional properties like making the field required or adding an external ID.
- Click Next to proceed to the layout assignment step.
- Enter a layout name to assign the field to the appropriate page layout.
- Click Save to finalize and create the custom field.
