In this salesforce tutorial, we will learn how to create a custom field in salesforce. I will also explain how to create a custom field in the salesforce record type. Also, we will cover these topics.
- What are fields in salesforce?
- How to create a custom field in salesforce
- How to create a custom field in salesforce lightning
- How to create a custom field in salesforce classic
- How to create a custom field in the salesforce object
- How to create a custom field in the salesforce record
What are fields in salesforce
Fields are defined as an area that receives input from the users. The field is an area or column that contains a single item of data within a database. A field may be a customer id, name, address, Account number, etc.
Before moving forward if you are thinking about What are Fields in salesforce? In this section, we have explained What are fields in the salesforce.
Fields in the salesforce display the data keeps in the columns of a relational database. It clasps the information that we need for a particular object. We can add different types of data based on the important data types that are available.
There are two types of fields in salesforce:
- Standard Fields
- Custom Fields
Standard Fileds: Standard fields are the fields that are predefined in the salesforce. These fields are common to most US-based CRM businesses.
Custom Fields: Custom fields are the fields that are created by the users on standard salesforce objects or on the custom objects.
When we create custom fields, we decide where the custom fields appear and what information they should contain, and we can also manage who can see them and who can change the field value.
So, with this, we understand What are custom fields in salesforce.
How to create a custom field in salesforce
A real formation in a form, database, and file that binds the data. It is a user interface that is designed for inputting data. The database field is defined as a set of data values of the same data type.
Before moving forward if you are thinking about How to create a custom field in salesforce. In this section, we have explained how to create a field in salesforce with the help of an example.
Tech solutions Pvt Ltd is a company based in San Diego, USA. They provide all the solutions related to computers. Due to covid situation, most of their employees are working from home.
So, they have decided to create a field in a custom object where the employees of Tech Solutions can apply for reimbursement by providing the details of their Purchase goods for office use.
Currently, Salesforce has two user experiences Salesforce Lightning and Salesforce Classic. We will learn How to create fields in salesforce on both of the interfaces.
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How to create a custom field in salesforce lightning
Salesforce Lightning is a modern view of the salesforce platform that is fast, easy, and filled with a wide variety of options.
The USA-based company Tech Solutions Pvt Ltd created an Item Name field. In this field, the employees can enter the name of the item they bought, and from this item name, they can apply for reimbursement.
Do you want to know how to create a custom field in salesforce lightning? Follow these steps:-
Step 1: Go to the gear icon, Select the setup option, and then click on the Object Manager.
Step 2: After clicking on the Object Manager, Go to the Quick Find box and enter the object name which we created previously and select the object.
Step 3: After selecting the Expense object, click on the field and relationship that are present in the left sidebar.
Step 4: After selecting the fields and relationships, click on the New option for creating the New Field.
Step 5: After clicking on the New option, Choose the data type. Choose the data type to help us format the field input. After selecting the data type, click on the Next option.
Step 6: After clicking Next, Enter the details. Firstly fill out the Field Label, Enter values, with each value separated by a new line, and then click on next.
Step 7: Click Next, then click on the Save & New or Save option. If you are clicking on the Save& New option the New custom Field window appears for creating the New field.
If you are clicking on the Save option the created custom Field is Save.
This is how we understand how to create a custom field in salesforce lightning.
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How to create a custom field in salesforce classic
Salesforce classic is the traditional user experience of salesforce and before the salesforce lightning was introduced, it was the only salesforce experience. Salesforce classic has a simplified interface that is easy to use.
The USA-based Tech Solutions company created an Amount field where the employees can fill up the amount of the item they purchase.
Do you want to know how to create a custom field in salesforce classic? Follow these steps:-
Step 1: Go to the setup, then click on create dropdown option. Under the create option there is an object, click on the Objects.
Step 2: After clicking on the objects option, click on the Expense object that we have already created.
Step 3: After clicking on the custom object, Go to a custom Fields & Relationships and click on the New button.
Step 4: After clicking on the New option, Choose the New Custom Field type and click on Next.
Step 5: After clicking on Next, Enter the details Like Field Label, Field Name, etc, and then click on Next.
Step 6: After entering all the fields, then click on Next.
Step 7: Click on Next, Next, and then Save.
Step 8: After clicking on the save option you can see that the Amount Custom field in salesforce is created.
So, with this, we understand how to create a custom field in salesforce classic.
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How to create a custom field in the salesforce object
The USA-based Tech Solutions company created a Transaction Date field where the employees can fill up the Transaction date of the item they purchase.
Do you want to know how to create a custom field in the salesforce object? Follow these steps:-
Step 1: Go to the gear icon, Select the setup option, and then click on the Object Manager.
Step 2: After clicking on the Object Manager, Go to the Quick Find box and enter the object name which we created previously and select the object.
Step 3: After selecting the Expense object, click on the field and relationship that are present in the left sidebar. After selecting the fields and relationships, click on the New option for creating the New Field.
Step 4: After clicking on the New option, Choose the data type. Choose the data type to help us format the field input. After selecting the data type, click on the Next option.
Step 5: After clicking Next, Enter the details. Firstly fill out the Field Label, and Field Name, and then click on next.
Step 6: Click Next, then click on the Save option.
Step 7: After clicking on the save option you can see that the Transaction Date Custom field in salesforce is created.
This is how we understand how to create a custom field in the salesforce object.
Read How to delete custom objects in salesforce
How to create a custom field in the salesforce record
After creating all the fields in a custom object by Tech Solutions which is a USA-based company and the employees of Tech Solutions can apply for reimbursement by providing the details of their Purchase goods for office use.
Do you want to know how to create a custom field in the salesforce record? Follow these steps:-
Step 1: Go to the gear icon, Select the setup option, and then click on the Object Manager.
Step 2: After clicking on the Object Manager, Go to the Quick Find box and enter the object name which we created previously and select the object. After selecting the object, click on the New option.
Step 3: After clicking on the New icon the information page is open where we can fill the records with these parameters and then click on Save & New or Save options.
If you click on the Save & New option the new information page is open for creating a new record, and if you click on the Save option they simply save the record.
Step 4: After saving the custom field record the details are shown on the screen.
Conclusion:
In this tutorial, we have learned how to create a custom field in salesforce, and also we have covered how to create a custom field in the salesforce object. This can be performed on both salesforce lightning and salesforce classic.
Also, we have covered these topics:
- What are fields in salesforce?
- How to create a custom field in salesforce
- How to create a custom field in salesforce lightning
- How to create a custom field in salesforce classic
- How to create a custom field in the salesforce object
- How to create a custom field in the salesforce record
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.