Creating A Custom Field In SalesForce

About Salesforce

 

Salesforce is a cloud-based online solution for customer relationship management (CRM). Salesforce provides all of the departments like marketing, sales, commerce, and service with a shared view of customers with a single integrated CRM platform.

 

About Salesforce Objects and Fields

 

The Salesforce app is a set of objects, fields, and other functionalities that support developing a business process. Objects are tables in the Salesforce database that store the specific information, called standard objects like Accounts and Contacts etc and custom objects are the Property object. Records are rows in object database tables. Records are the actual data associated with an object.

 

Fields are columns in object database tables. Both standard and custom objects have fields. For example, on our Property object, we have fields like Address and Price.

 

Reading this article, you can learn how to create and use a Custom Field (Customer Name) in SalesForce.

 

The prerequisites are for creating a custom name in SalesForc, and you can register a Salesforce free trial account using the following link.

 

Step 1

 

Log into your Salesforce Account and click "Setup".

 

 

Step 2

 

Click the Object Manager and select "Customer object" (custom object) – Refer How to create custom object).

 

 

Step 3

 

After selecting the customer object, select the Field & Relationships in the Details tab and click "New".

 

 

Step 4

 

In the new custom field, choose the field type section, set the Data type, and click "Next".

 

 

In the New Custom Field, set the following features:

 

Enter the FieldLabel as Customer.

 

Set the Field Length as 100 and click the "Next" button.

 

 

 

Select the Visible option for all in the security levels and click the "Next" button.

 

 

Select customer layout in the page layout and click the "Save" button.

 

 

Step 5

 

After clicking the save button, the Customer Name Field is added in the Custom object.

 

 

Step 6

 

Now, we can verify the added custom field (Customer Name) in the customer object through App Launcher.

 

 

Select the New Customer option from Customers tab.

 

 

Enter the Customer Name and click "Save".

 

 

Customer Name is added in the Details tab.

 

 

One more customer created with a new Customer Name is also added.

 

 

Summary

 

Now, you have successfully created and tested the custom field in SalseForce environment.