Mastering Salesforce CRM Administration

Creating custom fields

Custom fields are unique to your business needs and can not only be added and amended, but also deleted. Creating custom fields allows you to store the necessary information for your organization. Both standard and custom fields can be customized to include the custom help text that helps users understand how to use the field. Custom fields are usually identified by a __c suffix.

A business scenario: David Guzman is working as a System Administrator at Universal Containers. His manager, Brigette Hyacinth, would like him to create a custom field to save all participants' social security numbers, but at the same time, he doesn't want to share the field value with every sales rep as the social security number is confidential ...