Creating Custom Fields in Salesforce Lightning Platform

Introduction

 

Salesforce is a cloud-based CRM company. It can provide CRM as Saas (Software as a Service) in a cloud environment. It also can provide many services such as a service cloud, marketing cloud, Sales Cloud, Analytics, Lightning mobile apps, etc.

 

In my previous article, I explained how to create a custom object in the Lightning platform. Click to refer to my previous article.

 

By reading this article, you can learn how to create custom fields in Salesforce objects easily in the Lightning platform .

 

I created two custom fields in the C-sharp corner object. They are as shown below:

 

Field Name	Field Data Type
Author Name	Text
Author Joined	Date

 

About Salesforce Custom Fields

 

In Salesforce, custom fields are like the Records column in the Database table. Salesforce objects are tables in the database . In the same scenario, salesforce uses this technique to store customer data.

 

Prerequisites for creating custom fields

 

To create and test custom fields in Salesforce objects in the Lightning platform, you need to Sign Up for a free trailhead account.

 

Step 1

 

Login to your Trailhead Account and launch the Trailhead Playground.

 

Step 2

 

Click Setup Gear icon and click the Setup option to enter a Lightning platform setup page.

 

 

Step 3

 

After you entered in Setup page, Click the Object Manager at the top of the Navigation menu

 

 

Step 4

 

Select your C-sharp corner object in the Object manager Lists.

 

Step 5

 

Now you can enter the C-sharp corner object page. Click Fields & Relationship on the Left side details pane. (Refer my previous article for creating a C-sharp corner object)

 

 

Step 6

 

Click the NEW button at the top right side of the page. After clicking the new button, you can enter in the field type page

 

Step 7

 

Choose the Text Field data type radio button for Author Name Field and then Click Next to the Field details page.

 

 

Step 8

 

In the Field details page, to fill the Field details follow the below image. (you do not need to edit the Field name, it is automatically populated). Fill in all the details, and afterwards, click the Next button.

 

Step 9

 

On the next page, the field level security page has opened. You do not need any changes on this page. Click next.

 

 

Step 10

 

In the Add to Layout page, check to ensure that the Add Field Checkbox is Enabled. Click Save & then New Button for creating the next field.

 

 

Step 11

 

Create your Next Field, Select Date data type radio button for Author Joined Field and then click the Next Button to move the Filed details Page.

 

 

Step 12

 

Repeat Step 8  (This Field details in below image) & Step 9.

 

 

Step 13

 

In Add to Layout page, check to ensure that add Field Checkbox is enabled. Click the save button if you created two custom fields in Salesforce under C-Sharp corner object.

 

Now it's time to test the created Custom Fields.

 

 

The below image shows the created custom fields

 

 

Step 14

 

Click the App Launcher icon at the top left corner on this page to open the App Launcher page.

 

 

Step 15

 

In the app launcher page, click C-sharp corner object name. You will be redirected to the C-sharp corner object page

 

 

Step 16

 

Now you are in the C-sharp corner object page. Click the New button at the top right corner of this page.

 

 

Step 17

 

Enter test data in the pop-up page, and click the save button to store records in the C-sharp corner object.

 

 

Summary

 

You have successfully created and tested the Salesforce Custom fields in Salesforce Lightning platform.