Sunday, March 8, 2015

Creating Fields in the Salesforce.

Permission Needed: Customize Application (To create or change custom fields)

Setup > Manage Users > Profiles (Under Administrative Permissions)

Custom fields can be created on Standard and Custom Objects.


Standard Object: 
Setup > Customize > Standard Object > Fields > Custom Fields & Relationships > New

Custom Object: 
Setup > Create > Objects > Custom Object > Fields > Custom Fields & Relationships > New

Choose the field type: Data Type > Email (Choose as per requirements) > Next

Enter the following details
Field Label: Email
Field Name: Email (Auto Populated)
Description: Optional
Help Text: Optional
Required: Always require a value in this field in order to save record
Unique: Do not allow duplicate values
External ID: Set this field as the unique record identifier from an external system

Select the profile for which you want to grant access > Next

Add the field to page layouts > Save 

Custom field is created

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