Salesforce provides various standard fields for each Salesforce objects. In every business, they use common standard fields like firstname, lastname, company name, date, amount, status, account, etc. But sometimes standard fields aren’t enough to cover the all the important information of the record. To fulfill this requirement, we use custom fields in Salesforce.
Custom fields are the fields that a user creates for storing the additional information of a Salesforce objects. In Salesforce, we can create custom fields on both standard objects and custom objects. For each objects, the number of custom fields varies based on the Salesforce edition. For a developer edition org, you can create upto 500 custom fields per each objects.
To create custom fields in Salesforce Lightning Experience, follow these steps:
Step-1: First, log in to your Salesforce account and open the setup page by clicking the gear icon on the top-right corner.
Step-1: Then, click the “Object Manager” tab to navigate to object manager page. And then select the object on which you want to create the custom field.
Step-2: Further, click the “Fields & Relationships” tab from the left sidebar to open the fields.
Step-3: Now, click the “New” button to start the creation of a new custom field.
Step-4: Then, Select the field type you want to create and click the “Next” button to continue. Salesforce offers a variety of field types, including text, number, picklist, and checkbox.
Step-5: Further, enter the field label and name for the custom field. The field label is the name that will be displayed to users, while the field name is the API name of the field. Specify any additional field-level options, such as the field length, default value, etc and then click the “Next” button to continue.
Step-8: Then, select the profiles to which you want to grant edit access and read access to this field via field-level security and click the “Next” button to continue.
Step-9: Now, Select the page layouts that should include this field.
Step-9: Finally, click the “Save” button to finish the creation of the custom field.
You can also create custom fields using Salesforce declarative customization tools like “Field Creator” feature in Lightning App Builder or the “Quick Create” feature in Lightning Experience. These tools allow you can create custom fields more fast and efficiently, without going through the detailed field-creation process as above.
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