How to Create a Field in Salesforce

As a new administrator, you may be responsible for creating custom fields in Salesforce. This can be useful for a variety of reasons, such as tracking additional data about your customers or employees, or creating custom reports and dashboards.

To create a custom field, follow these steps:

  1. Log in to Salesforce.
  2. Click on the Setup menu.
  3. Click on Customize.
  4. Click on Fields.
  5. Click on New.
  6. Enter the following information:
    • Field Name: The name of the field.
    • Field Type: The type of data that the field will store.
    • Description: A description of the field.
    • Visibility: Who can see and edit the field.
    • Required: Whether or not the field is required.
  7. Click on Save.

The field will now be created in Salesforce!

Here are some additional tips for creating custom fields:

  • Choose the right field type. The field type determines the type of data that the field can store. For example, a text field can store text, a number field can store numbers, and a date field can store dates.
  • Provide a clear description. The description will help users understand what the field is used for.
  • Set the correct visibility. The visibility determines who can see and edit the field. For example, you may want to make a field visible to all users, or you may only want to make it visible to certain users or roles.
  • Make the field required if necessary. A required field must be filled out before a record can be saved.

To set the field security for a newly created field, follow these steps:

  1. Log in to Salesforce.
  2. Click on the Setup menu.
  3. Click on Customize.
  4. Click on Fields.
  5. Find the field that you want to set the security for.
  6. Click on the Field Level Security tab.
  7. Select the users or roles that you want to have access to the field.
  8. Select the level of access that you want to grant.
  9. Click on Save.

The field security will now be set for the newly created field!

Here are some additional tips for setting field security:

  • Consider the data sensitivity. Some data is more sensitive than others, so you may want to restrict access to this data to a smaller group of users.
  • Use field level security profiles. Field level security profiles can be used to group together a set of field level security settings. This can make it easier to manage field level security for a large number of fields. Note: Field level security profiles are soon to be the future of managing profiles.

By following these tips, you can help to ensure that your custom fields are created correctly and that they are used effectively.