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Salesforce CRM - The Definitive Admin Handbook

You're reading from   Salesforce CRM - The Definitive Admin Handbook A Deep-dive into the working of Salesforce CRM

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Product type Paperback
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Length 644 pages
Edition 4th Edition
Concepts
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Author (1):
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Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Table of Contents (12) Chapters Close

Preface 1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access FREE CHAPTER 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Creating custom fields


Before you begin to create custom fields, it is worth spending some time to first plan and choose the most appropriate type of field to create. You can create many different custom field types in Salesforce CRM, including text, number, currency, as well as relationship types that enable lookup, master-detail, and hierarchical relationships.

Adding custom fields can be carried out by navigating to the field's area of the appropriate object:

  • For standard objects, navigate to Setup | Customize. Now, select the appropriate object from the Customize menu, click on Fields, and then click on New in the Custom Fields & Relationships section of the object page.

  • For custom task and event fields, navigate to Setup | Customize | Activities | Activity Custom Fields. Now, click on the New button.

  • For custom objects, navigate to Setup | Create | Objects. Now, select one of the custom objects in the list. Next, click on New in the Custom field dependencies and field history tracking...

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