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.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
Step 3
 
After you entered in Setup page, Click the Object Manager at the top of the Navigation menu
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
Step 4
 
Select your C-sharp corner object in the Object manager Lists.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
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)
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
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
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
Step 7
 
Choose the Text Field data type radio button for Author Name Field and then Click Next to the Field details page.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
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.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
Step 9
 
On the next page, the field level security page has opened. You do not need any changes on this page. Click next.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
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.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
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.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
Step 12
 
Repeat Step 8  (This Field details in below image) & Step 9.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
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.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
The below image shows the created custom fields
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
Step 14
 
Click the App Launcher icon at the top left corner on this page to open the App Launcher page.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
Step 15
 
In the app launcher page, click C-sharp corner object name. You will be redirected to the C-sharp corner object page
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
Step 16
 
Now you are in the C-sharp corner object page. Click the New button at the top right corner of this page.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 
Step 17
 
Enter test data in the pop-up page, and click the save button to store records in the C-sharp corner object.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform
 

Summary

 
You have successfully created and tested the Salesforce Custom fields in Salesforce Lightning platform.
 
Creating Custom Filelds In Salesoforce ⚡Lightning Platform