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Salesforce CRM: The Definitive Admin Handbook by Paul Goodey

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Creating custom fields

Before you begin to create custom fields, it is worth spending some time to first plan and choose the most appropriate type of field to create. You can create many different custom field types in Salesforce CRM, including text, number, currency as well as relationship types that enable lookup, master-detail, and hierarchical relationships.

Adding custom fields can be carried out by navigating to the fields area of the appropriate object:

  • For standard objects, follow the path Your Name | Setup | App Setup | Customize. Now select the appropriate object from the Customize menu, click Fields, and then click New in the Custom Fields & Relationships section of the object page.
  • For custom task and event fields, follow the path Your ...

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