Creating Custom Fields

Creating custom fields is a standard Salesforce feature.

How to create a custom field, for example, for Accounts:

  1. Click Setup in the top right hand corner of your screen to be directed to the Setup overview screen.
  2. Type “Field” in the quick search box in the top left hand corner of your screen and you will find a list of available options on the left hand side of your screen:custom-fileds-1
  3. Click Fields under the Accounts header and you will find a list of standard Accounts fields as well as a list of Accounts custom fields:custom-fields-2
  4. To create a new custom field click New and the following screen will appear:custom-fields-3
  5. Select the Data Type for your custom field by checking the button next to the relevant option.
  6. Click Next in the bottom right hand corner of your screen to be redirected to the following page:custom-fields-4
  7. Under Field Label enter the name you wish to be display for this custom field.
  8. Click the tab key on your keyboard and the Field Name will automatically be filled in.
  9. Enter a Description and Help Text for the custom field if relevant.
  10. Check the Required box if this field should be mandatory.
  11. Once you have entered all relevant details click Next and the following screen will appear:custom-fields-5
  12. Select for which users this custom field should be visible and if it should be Read-Only.
  13. Click Next and you will be redirected to the following screen:custom-fields-6
  14. Select which account record types the custom field should be available for.
  15. Click Save.