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