There are many business achievements you can reach using the Salesforce CRM tool. Lauded for its usability and customization, this is by far the best customer relationship management tool on the market. Featuring many robust editions for any type of business, it is a comprehensive package that helps businesses increase leads and sales. All these benefits come while reducing the effort and resources spent on your marketing and advertising. From Salesforce training material to amazing integration features, this is the perfect tool if you want to grow your business. Included in that is how to add fields in salesforce
However, you must first learn how to use the software to itsfullest before you can enjoy the rewards of well learned software. Fortunately, finding the best Salesforce training is not a daunting task. There are many courses, manuals, videos and platforms (including Salesforce.com itself) that offer detailed and intuitive training. It is this training that will push your team and your usage ahead of the game. One of the common activities you will be required to do is how to add fields in Salesforce. There are many other things to learn including creating different kinds of relationships although this description focuses of field addition. But for now let’s focus on how to add fields in Salesforce
Steps for how to add fields in Salesforce
Field adding is among the basic activities you will be required to do from time to time when using Salesforce. It is quite easy and should not take you much time. Most businesses often ask, what is Salesforce and how does it help my business? Salesforce is basically a CRM tool that will help you streamline sales and marketing frameworks while automating your business and capturing leads. For more information read the introduction of this article.
The benefits of how to add fields in salesforce are quite obvious and straightforward, but everything begins with field addition. Here are the steps for adding new fields to Salesforce. It is important to note that each edition (development, managed…) might have some slight variations when it comes to the final process but the basic idea will be the same.
*Go to the components tab on your Salesforce browser software and click on Add button.
* Specify the Component-Type as Custom Field and remember to check the box right next to the field.
*Click on Add-To-Package
The previous steps are for managed packages which often have some features locked after the release and there is no way to change them.
You can also use the following simple steps for another edition of Salesforce if that is what you have;
*Go to Build and then click on Customize. Under Customize select Account then Fields
*Scroll down until you see the Account-Custom-Fields together with the Relationships (related) list.
*Click on New then create a new field for that particular Account object.
Using Fields in Salesforce
This pair of steps can be used to add custom fields to account objects in all Salesforce editions albeit with a few simple extra steps added on at the end. You can also add fields using another application although this is only possible for specified Salesforce editions. Adding fields is the simplest task to accomplish using Salesforce and it should not take much time. It is also an inevitable process of using the package as all data that will be entered and manipulated using these features must be recorded in appropriate objects and fields.
Salesforce is quite easy to use although since it is highly customizable some complex procedures may require trained personnel. Nonetheless, you can find Salesforce training material to help you learn a few things including how to add fields in Salesforce. Video tutorials and resources from salrsforce.com are the best options to choose when seeking to learn how to use Salesforce CRM. If you have to find other resources, make sure they are from credible sites and sources.