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Salesforce CRM : The Definitive Admin Handbook - Third Edition

You're reading from   Salesforce CRM : The Definitive Admin Handbook - Third Edition Successfully administer Salesforce CRM and Salesforce mobile implementations with best practices and real-world scenarios

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Product type Paperback
Published in Jan 2015
Publisher Packt
ISBN-13 9781784397562
Length 480 pages
Edition 3rd Edition
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Authors (2):
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Paul Goodey GP Paul Goodey GP
Author Profile Icon Paul Goodey GP
Paul Goodey GP
Paul Goodey Paul Goodey
Author Profile Icon Paul Goodey
Paul Goodey
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Table of Contents (12) Chapters Close

Preface 1. Organization Administration 2. User Management in Salesforce CRM FREE CHAPTER 3. Configuration in Salesforce CRM 4. Data Management 5. Data Analytics with Reports and Dashboards 6. Implementing Business Processes in Salesforce CRM 7. Salesforce CRM Functions 8. Extending Salesforce CRM 9. Best Practices for Enhancing Productivity 10. Mobile Administration Index

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 be created. 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 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 Fields & Relationships dependencies and...

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