How to Add Fields in Salesforce

How to add fields in Salesforce is a very simple process, as the software was designed for extensive levels of customization out of the box. Anyone with even minimal experience with forms-enabled database systems such as Access will feel immediately at home with the processes involved in customizing Salesforce, but this experience is far from necessary in order to gain quick mastery of it.

How to Add Fields in Salesforce

First be sure that the permissions for “customize application” are enabled within Salesforce. If not, consult the administrator or persons responsible for higher level permissions and configuration of software. Custom fields cannot be added without this permission enabled.

There are a multitude of field and object types that can be added, just as is the case with any databasing and CRM software such as Access and Platypus. Be sure you know which type of field you want to add, as it’ll change the following step in subtle ways.

how tocustomize and add fields in salesforce

For standard objects, click (your name) -> Setup -> Customize. Now, select the object you want from the Customize menu, and click fields.

For custom tasks and event fields, which you will use more often when customizing this software, click (your name) -> Setup -> Customize -> Activities -> Activity Custom Fields.

For custom objects, click (your name) -> Setup -> Create -> Objects, and select the object you desire from the menu.

For custom settings, click(your name) -> Setup -> Develop -> Custom Settings, and click the custom setting you desire.

After these tasks are done, there is one more step to complete that follows them all globally, so when your field hasn’t appeared yet, there is no need to panic. Click New in the custom fields & relationships section to complete the creation of your custom field or object.

There are a few caveats to bear in mind when dealing with open ended software like this. First, if your company has installed custom controls and extensions for Salesforce, these custom controls may not appear in the default lists, so they may take some tracking down or consultation of instructions packaged with them. Also note that different distributions of Salesforce may not permit all of the field and object types, or permit them all in parallel on the same page.

But there you have it, you learned in just a few paragraphs how to add fields in Salesforce! For additional information please reffer to the  how to customize salesforce page. Good Luck.


Amanda McDonald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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