How to Create a Phone Field Type in Salesforce

In this Salesforce tutorial, we will learn how to create a phone field type in Salesforce and we can use it to enter any phone number, and this phone field type automatically format the text as a phone number. We can use the phone field for typing the account number, product number, etc. Moreover, we will focus on some of the practical scenarios for implementation.

Recently, I worked in the Salesforce company that is placed in America. While working here, I got a task where I needed to enter the phone number of the employee who newly join the company. To fulfill this requirement I use the phone Field Type and which is present under the Field and Relationship.

So, as a solution, I discovered the phone field that helps in entering the numbers that display on the phone field. Let’s go into more detail about how to create the phone field type in Salesforce Lightning and Salesforce Classic.

Phone field type in Salesforce

The phone field type is defined as a field type that permits the users to enter any phone number and the character limit of the phone number field is up to 40. Salesforce automatically formats this phone field type as a phone number.

We can create the phone field on any type of object because the phone number is useful for calling the employees by simply picking the phone number from the phone field.

For example, there is a contact object which is used to store the person’s important information related to their account number, name, website, and department now we want to create a phone field under this contact object which helps the employer to contact that person they want by simply using their phone number from the phone field type.

So for this, the employer creates a phone field in which they can enter the phone number. We can set the character limit of the phone number field up to 40 and this phone field type is present under the Field and Relationship.

Now, let’s move further and see how to create the phone field type in Salesforce Lightning and Salesforce Classic.

How to create a phone field type in Salesforce Lightning

Here we are creating the phone field type in Salesforce Lightning. Here we are taking an example we are using the contact object inside this contact object we want to add the phone number field as a phone field which is used for calling the employees by simply picking the phone number from the phone field.

The users can enter any phone number inside the phone number fields and the character limit of the phone number field is up to 40.

If you want to learn how to create the phone field type in salesforce lightning follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

After clicking on the setup option, the setup page is open. Click on the Object Manager that is present at the nav bar near the home tab.

Step-2: After clicking on the Object Manager, the Object Manager page is open. Here we can see lots of objects are present. Here we want to select the contact object. For selecting the contact object, enter the contact object in the search box. The contact object comes at the top, click on the contact object.

Step-3: After clicking on the event object, the phone object page is open. Under this phone object page, there is a details section in which field and relationship option is present. Click on the fields and relationship option.

4: After clicking on the field and relationship option, the field and relationships page is open. For creating the field type click on the new button that is present at the top of the field and relationship page.

Step-5: After clicking on the new button, the data type page is open. There are lots of data types present on the page. Here we are selecting the phone data type field that is present at the bottom of the page. 

The phone field allows the users to enter The users can enter any phone number inside the phone number fields and the character limit of the phone number field is up to 40. Click on the next button.

Step-6: After clicking on the next button, the phone’s new custom field page is open. Now enter the details, first fill the field label as phone number and then fill the field name by simply clicking on the field, and the field name is automatically filled then fill the description if you want to fill otherwise leave the field the same.

After that click on the next button that is present at the top and the bottom of the page.

Step-7: After entering the details, now established the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

Click on the visible checkbox and then click on the next button that is present at the top and the bottom of the established field-level security page.

Step-8: After establishing the field-level security, now add the custom field to the page layout. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.

Step-9: After clicking on the save button. The phone field type is created, go to the app launcher and enter sales in the search box. Select sales, the sales page is open and then select the contact object that is present in the nav bar.

The contact object page is open, here you can see that on the right side of the page, there is a details section and under this section, we can see that the phone field type is created and we can enter the phone number related to the contact in the phone field.

In this way, we understand how to create the phone field type in Salesforce Lightning. Let’s Proceed further and learn how to create the phone field type in Salesforce Classic.

Read How to Create Number Field Type in Salesforce

How to create a phone field type in Salesforce Classic

Here we are creating the phone field type in Salesforce Classic. Here we are taking an example we are using the object inside the contract object we want to add the contractor phone number field as a phone field.

If you want to learn how to create the phone field type in Salesforce Classic follow these steps:

1: First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

After clicking on the switch to Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.

2: After clicking on the setup option, the setup page is open. Enter the lead in the Quick Find Box. The contract object comes at the top, click on the contract drop-down menu. The drop-down list is open, under this drop-down list there is a field option. Click on the field option.

3: After clicking on the fields option, the contract custom field page is open. Scroll to the bottom of the page there is a contract custom field and a relationship section. For creating the new field click on the new button.

4: After clicking on the new button, the data type page is open. There are lots of data types present on the page. Here we are selecting the phone data type field that is present at the bottom of the page. Click on the next button.

5: After clicking on the next button, the phone’s new custom field page is open. Now enter the details, first fill the field label as contractor phone number and then fill the field name by simply clicking on the field, and the field name is automatically filled then fill the description if you want to fill otherwise leave the field the same.

After that click on the next button that is present at the top and the bottom of the page.

6: After entering the details, now established the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

Click on the visible checkbox and then click on the next button that is present at the top and the bottom of the established field-level security page.

7: After establishing the field-level security, now add the custom field to the page layout. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.

So, with this, we have learned how to create the phone field type in salesforce classic.

Conclusion:

We can create the phone field on any type of object because the phone number is useful for calling the employees by simply picking the phone number from the phone field.

The phone field type is defined as a field type that permits the users to enter any phone number and the character limit of the phone number field is up to 40. Salesforce automatically formats this phone field type as a phone number.

I hope you got an idea of how to create a phone field in Salesforce also, I have explained step by step how to create the text field type in Salesforce Lightning and in Salesforce Classic.

You may like to read:

• How to Create Text Field Type in Salesforce
• How to Create Text Area Field Type in Salesforce