Today we will be covering how to create a custom field and add it to a page layout.
- Navigate to Setup, Object Manager, Leads, Fields, and Relationships.
- Click on new in the upper right-hand corner, then select field type and click ‘Next’.
- Enter the field label, if desired fill in the description and/or help text, then click ‘Next’.
- Set the field-level security and click ‘Next’.
- For the purpose of the example, we will manually add the field to the page layout. In the right-hand column click page layouts, then select the page layout to edit.
- Locate the field in the palette, then drag it to the desired spot on the page and click ‘save’.
- Navigate back to a record, refresh the page, and note that the field has been added.
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Spencer Kunze
Salesforce App Builder
Spencer is a brilliant app builder who had a front-row seat to the family small business so whenever a company can use Salesforce to make their lives easier, Spencer personally knows just how big an impact that can have.
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