Create fields in Salesforce
Introduction to Custom Fields
Custom field are those field which actually created by a developer whithin a specified object for fulfilling the requirement of a client e.g we have an object named as Merchandise so, Merchandise Desc, Merchandise Stock and merchandise Price are the custom fields of this object.
For warehouse application in Merchandise object we need to create following fields:
In the Merchandise Object, please have below fields:
Field Name | Data Types |
Merchandise Name | Text |
Merchandise Description | Text Area |
Merchandise Stock | Number |
Merchandise Price | Currency |
How to create a Custom Field
In the Custom Fields & Relationships section of the Merchandise page (a custom object which we already created earlier in “Create custom object in Salesforce”), click New button and for creating a custom field is choosing the datatype of the field (which actually define what type of data it is going to store). Below is a desc of each custom field type. Additional field types may appear if an AppExchange package using those field types is installed.
Step 1: Go to Build->Create->Objects from there click on Merchandise Object then go to “Custom Fields & Relationships” section from there click on New.
Step 2: Select the required data type and click Next button, for our Merchandise object first custom filed we need to create Merchandise Description and for this field we need to select Text Area.
Step 3. Enter the details for the custom field and click Next button.
- Enter the required field label.
- Enter the required field name.
Step 4. Click Next to check the default / customized values for field-level security and then click on Next button. Here demo purpose we are Visible to all.
Step 5. Finally click on Save button.
Step 6. So you can see the newly added field displayed as below
Note: To Create remaining fields repeat step 1 to 5, which we shown in above table i.e. Merchandise Price and Merchandise Stock.
Note: You’ve just created a custom object called Merchandise, and added a custom field to this custom object. Custom objects already have some standard fields, like Merchandise Name and CreatedBy, and allow you to add other fields that are more specific to your implementation.
In Lightning Experience: Create Fields in Salesforce
Step 1.Click “Fields & Relationships” on object detail page
Step 2. Click New on below screen
Step 3. Select the required data type and click Next button. Here we have selected Picklist
Step 4. Enter below details for the custom field and click Next button.
- Enter the required field label.
- Enter the required field name.
- Add Picklist Field Values
Step 5. Click Next to check the default / customized values for field-level security and then click on Next button
Step 6. Finally click on Save button.
Step 7. Now you can see the newly added field displayed as below