Custom fields in SalesForce. Why use and how to create?

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3 min read

Salesforce provides several standard fields in each record. Standard fields are common to most CRM businesses, like company name, contact, account number, status, date, and amount. But every business is unique, and you may want to capture important info that’s not covered by a standard field.

Custom fields are the way to do this. You can create custom fields on standard Salesforce objects or on custom objects. When you create a custom field, you decide where it appears, what info it contains, what format it should be (such as number, text, date, or picklist), and who sees it and who can change the field value.

Text instruction:

  1. Open salesforce.com and login to SalesForce
  2. Click the Setup and navigate to Customize block
  3. Find the object for adding custom fields in the Customize block
  4. Click the Fields button
  5. Scroll down
  6. Click the New button
  7. Select the type of object what should be added
  8. Click the Next button
  9. Enter the field details
  10. Click the Next button
  11. Establish field-level security (Visibility Read-Only)
  12. Click the Next button
  13. Set for what page layouts will be set the field
  14. Voilà, you know how to create and use custom fields for objects in SalesForce:)

Chapters: 0:00 - open and login to Salesforce 0:20 - how to find object fields 0:30 - how to create and add Auto Number field to the object in Salesforce 1:10 - how to create and add Lookup Relationship field to the object in Salesforce 2:03 - how to create and add Checkbox field to the object in Salesforce 2:33 - how to create and add a Currency field to the object in Salesforce 3:25 - how to create and add Date field to the object in Salesforce 3:45 - how to create and add Date/Time field to the object in Salesforce 4:15 - how to create and add an Email field to the object in Salesforce 4:43 - how to create and add Geolocation field to the object in Salesforce 5:15 - how to create and add Number field to the object in Salesforce 5:39 - how to create and add Percent field to the object in Salesforce 6:09 - how to create and add Phone field to the object in Salesforce 6:40 - how to create and add Picklist field to the object in Salesforce 7:25 - how to create and add Picklist (Multi-Select) field to the object in Salesforce 8:01 - how to create and add a Text field to the object in Salesforce 8:29 - how to create and add Text Area field to the object in Salesforce 8:51 - how to create and add Text Area (long) field to the object in Salesforce 9:18 - how to create and add Time field to the object in Salesforce 9:38 - how to create and add URL field to the object in Salesforce 10:10 - work with custom fields in Salesforce object

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