Learn Salesforce: How to create a custom field

Spencer Kunze |
 Learn Salesforce | Salesforce |
 Feb 8, 2021

Today we will be covering how to create a custom field and add it to a page layout.

  1. Navigate to Setup, Object Manager, Leads, Fields, and Relationships.
  2. Click on new in the upper right-hand corner, then select field type and click ‘Next’.
  3. Enter the field label, if desired fill in the description and/or help text, then click ‘Next’.
  4. Set the field-level security and click ‘Next’.
  5. 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.
  6. Locate the field in the palette, then drag it to the desired spot on the page and click ‘save’.
  7. Navigate back to a record, refresh the page, and note that the field has been added.

 

How to Create Custom Fields in Salesforce - Adding to Page Layout

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Spencer Kunze

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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