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Administering Oracle CRM On Demand > Application Customization > Record Type Application Customization Page > About Custom Fields
About Custom Fields
Oracle CRM On Demand supplies the default fields that most organizations require. However, you might find fields in your existing records that do not have the corresponding fields in the records in Oracle CRM On Demand. In this case, you can create new fields, called custom fields, to support the unique needs of your company. This need might arise when you have existing records that you want to import into Oracle CRM On Demand.
Custom fields:
- Can be used in assignment rules, reports, filtered lists, and targeted search
NOTE: For performance reasons, some custom fields cannot be used to sort lists. Web links and concatenated fields cannot be used in assignment rules, reports, and targeted search. Maskable fields cannot be used in assignment rules, reports, or in expressions in Expression Builder. For more information on using custom fields in reports, see About Limitations in Reports.
- Cannot be deleted
- Cannot be viewed until they are explicitly added to custom page layouts
- Are not inherited from one record type to another
For example, a custom field you added for leads is not automatically carried over to opportunities when that lead is converted to an opportunity.
Custom fields for lead records must be mapped if you want them to transfer when a lead is converted to an opportunity, account, or contact.
- Cannot be viewed by other users until they sign in again
- Can be referenced by Web links, concatenated fields, Web services, and other integration technologies
The following table shows you how many new fields you can add to Oracle CRM On Demand. In addition to these fields, you can also use optimized fields for certain record types. These optimized fields are listed in a separate table below. The data pertains to available fields for most record types; that is, you can add 100 new picklist fields for accounts, 100 for contacts, 100 for opportunities, and so on. The maximum number of values (active or disabled) in a picklist is 1000.
You can create Note fields for the Contact, Service Request, Opportunity and Custom Object 01-40 record types. You can create a maximum of 3 custom Note fields for each of these record types. You can also create maskable fields for the Account, Contact, Portfolio, Financial Account and Household record types. You can create a maximum of 5 maskable fields for each of these record types. For more information, see About Maskable Fields.
NOTE: The Custom Object record types support custom related information fields. Custom related information fields that you create are counted towards the total number of fields of the relevant field type for the record type. For example, if you create a custom related information field of the Integer field type in the Custom Object 01 record type, then that field is one of the 35 fields of the Integer field type that you are allowed to create for the Custom Object 01 record type. For information about custom related information fields and how to create them, see About Custom Related Information Fields and Creating Custom Related Information Fields.
Record Type
|
Check Box
|
Currency
|
Date
|
Date/Time
|
Integer
|
Multiselect Picklist
|
Account
|
35
|
80
|
25
|
35
|
35
|
10
|
Account Contact
|
35
|
25
|
25
|
35
|
35
|
0
|
Account Team
|
0
|
0
|
0
|
0
|
0
|
0
|
Business Plan Team
|
0
|
0
|
0
|
0
|
0
|
0
|
Contact
|
35
|
25
|
25
|
35
|
35
|
10
|
Contact Team
|
0
|
0
|
0
|
0
|
0
|
0
|
Lead
|
35
|
25
|
25
|
35
|
35
|
10
|
Lead Team
|
0
|
0
|
0
|
0
|
0
|
0
|
Opportunity
|
35
|
25
|
25
|
35
|
35
|
10
|
Opportunity Team
|
0
|
0
|
0
|
0
|
0
|
0
|
Activity
|
35
|
25
|
25
|
35
|
35
|
10
|
Campaign
|
35
|
25
|
25
|
35
|
35
|
0
|
Solution
|
35
|
25
|
25
|
35
|
35
|
0
|
Event
|
35
|
25
|
25
|
35
|
35
|
0
|
Household
|
35
|
25
|
25
|
35
|
35
|
0
|
Funds
|
35
|
25
|
25
|
35
|
35
|
0
|
Portfolio
|
35
|
25
|
25
|
35
|
35
|
0
|
Vehicle
|
35
|
25
|
25
|
35
|
35
|
0
|
Service Request
|
35
|
25
|
25
|
35
|
35
|
10
|
Service Request Team
|
0
|
0
|
0
|
0
|
0
|
0
|
Program
|
35
|
35
|
25
|
35
|
35
|
0
|
Custom Object 01
|
35
|
25
|
25
|
35
|
35
|
10
|
Custom Object 02
|
35
|
25
|
25
|
35
|
35
|
10
|
Custom Object 03
|
35
|
25
|
25
|
35
|
35
|
0
|
Dealer
|
35
|
25
|
25
|
35
|
35
|
10
|
Product
|
35
|
25
|
25
|
35
|
35
|
0
|
Asset
|
35
|
25
|
25
|
35
|
35
|
0
|
Fund Request
|
35
|
25
|
25
|
35
|
35
|
0
|
MDF Request
|
35
|
25
|
25
|
35
|
35
|
0
|
Partner
|
70
|
50
|
60
|
50
|
70
|
10
|
Revenue
|
35
|
25
|
25
|
35
|
35
|
0
|
SP Request
|
35
|
25
|
25
|
35
|
35
|
0
|
User
|
35
|
25
|
25
|
35
|
35
|
0
|
Deal Registration
|
35
|
25
|
25
|
35
|
35
|
0
|
Deal Registration Revenue Products
|
35
|
25
|
25
|
35
|
35
|
0
|
Course
|
35
|
25
|
25
|
35
|
35
|
0
|
Exam
|
35
|
25
|
25
|
35
|
35
|
0
|
Certification
|
35
|
25
|
25
|
35
|
35
|
0
|
Accreditation
|
35
|
25
|
25
|
35
|
35
|
0
|
Custom Objects 04 and higher
|
35
|
25
|
25
|
35
|
35
|
0
|
Industry-specific record types other than those listed in this table
|
35
|
25
|
25
|
35
|
35
|
0
|
Contact Relationship
|
35
|
25
|
25
|
35
|
35
|
0
|
Invitee
|
35
|
25
|
25
|
35
|
35
|
0
|
Record Type
|
Number
|
Percent
|
Phone
|
Picklist
|
Text (Long)
|
Text (Short)
|
Web Link Plus
Concatenated Field
|
Account
|
33
|
30
|
20
|
100
|
30
|
70
|
100
|
Account Contact
|
63
|
0
|
20
|
100
|
30
|
60
|
100
|
Account Team
|
0
|
0
|
0
|
0
|
0
|
0
|
20
|
Business Plan Team
|
0
|
0
|
0
|
0
|
0
|
0
|
20
|
Contact
|
33
|
30
|
20
|
100
|
30
|
70
|
100
|
Contact Team
|
0
|
0
|
0
|
0
|
0
|
0
|
20
|
Lead
|
33
|
30
|
20
|
100
|
30
|
70
|
100
|
Lead Team
|
0
|
0
|
0
|
0
|
0
|
0
|
20
|
Opportunity
|
33
|
30
|
20
|
100
|
30
|
70
|
100
|
Activity
|
33
|
30
|
20
|
100
|
30
|
45
|
100
|
Campaign
|
35
|
30
|
20
|
100
|
30
|
45
|
100
|
Solution
|
33
|
30
|
20
|
100
|
30
|
46
|
100
|
Event
|
33
|
30
|
20
|
100
|
30
|
70
|
100
|
Household
|
35
|
30
|
20
|
100
|
30
|
70
|
100
|
Funds
|
33
|
30
|
10
|
100
|
30
|
45
|
100
|
MDF Request
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Portfolio
|
33
|
30
|
20
|
100
|
30
|
70
|
100
|
Vehicle
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Service Request
|
33
|
30
|
20
|
100
|
30
|
45
|
100
|
Service Request Team
|
0
|
0
|
0
|
0
|
0
|
0
|
20
|
SP Request
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Program
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Custom Object 01
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Custom Object 02
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Custom Object 03
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Dealer
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Product
|
33
|
30
|
10
|
100
|
30
|
45
|
100
|
Asset
|
33
|
30
|
20
|
100
|
30
|
70
|
100
|
Fund Request
|
33
|
30
|
20
|
100
|
30
|
70
|
100
|
Partner
|
68
|
60
|
30
|
200
|
60
|
105
|
100
|
Revenue
|
33
|
30
|
20
|
100
|
30
|
45
|
100
|
User
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Deal Registration
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Deal Registration Revenue Products
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Course
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Exam
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Certification
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Accreditation
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Custom Objects 04 and higher
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Industry-specific record types other than those listed in this table
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Contact Relationship
|
35
|
30
|
20
|
100
|
30
|
60
|
100
|
Invitee
|
35
|
30
|
20
|
100
|
30
|
60
|
98
|
In addition to the fields provided above, the following table shows the additional optimized fields that are available for the following record types in Oracle CRM On Demand. For more information on optimized fields, see Creating and Editing Fields.
Record Type
|
Check Box
|
Currency
|
Date
|
Date/Time
|
Integer
|
Multiselect Picklist
|
Account
|
5
|
25
|
25
|
0
|
25
|
0
|
Account Team
|
35
|
25
|
25
|
25
|
35
|
0
|
Activity
|
5
|
25
|
25
|
0
|
25
|
0
|
Assessment
|
5
|
5
|
5
|
0
|
5
|
0
|
Business Plan Team
|
35
|
25
|
25
|
25
|
35
|
0
|
Campaign
|
5
|
5
|
5
|
0
|
5
|
0
|
Contact
|
5
|
25
|
25
|
0
|
25
|
0
|
Contact Team
|
35
|
25
|
25
|
25
|
35
|
0
|
Custom Objects 1-40
|
5
|
5
|
5
|
0
|
5
|
0
|
Division
|
35
|
25
|
25
|
35
|
35
|
0
|
Lead
|
5
|
5
|
5
|
0
|
5
|
0
|
Lead Team
|
35
|
25
|
25
|
25
|
35
|
0
|
Opportunity
|
5
|
25
|
25
|
0
|
25
|
0
|
Opportunity Team
|
35
|
25
|
25
|
25
|
35
|
0
|
Product
|
5
|
5
|
5
|
0
|
5
|
0
|
Product Indication
|
35
|
25
|
25
|
35
|
35
|
0
|
Revenue
|
5
|
5
|
5
|
0
|
5
|
0
|
Service Request
|
5
|
25
|
25
|
0
|
25
|
0
|
Service Request Team
|
35
|
25
|
25
|
25
|
35
|
0
|
Record Type
|
Number
|
Percent
|
Phone
|
Picklist
|
Text (Long)
|
Text (Short)
|
Web Link/
Concatenated Fields
|
Account
|
25
|
0
|
0
|
25
|
25
|
25
|
0
|
Account Team
|
35
|
25
|
25
|
50
|
25
|
50
|
0
|
Activity
|
25
|
0
|
0
|
25
|
25
|
25
|
0
|
Assessment
|
5
|
0
|
0
|
5
|
5
|
5
|
0
|
Business Plan Team
|
35
|
25
|
25
|
50
|
25
|
50
|
0
|
Campaign
|
5
|
0
|
0
|
5
|
5
|
5
|
0
|
Contact
|
25
|
0
|
0
|
25
|
25
|
25
|
0
|
Contact Team
|
35
|
25
|
25
|
50
|
25
|
50
|
0
|
Custom Objects 1-40
|
5
|
0
|
0
|
5
|
5
|
5
|
0
|
Division
|
35
|
30
|
20
|
100
|
30
|
60
|
0
|
Lead
|
5
|
0
|
0
|
5
|
5
|
5
|
0
|
Lead Team
|
35
|
25
|
25
|
50
|
25
|
50
|
0
|
Opportunity
|
25
|
0
|
0
|
25
|
25
|
25
|
0
|
Opportunity Team
|
35
|
25
|
25
|
50
|
25
|
50
|
0
|
Product
|
5
|
0
|
0
|
5
|
5
|
5
|
0
|
Product Indication
|
35
|
30
|
20
|
100
|
30
|
60
|
0
|
Revenue
|
5
|
0
|
0
|
5
|
5
|
5
|
0
|
Service Request
|
25
|
0
|
0
|
25
|
25
|
25
|
0
|
Service Request Team
|
35
|
25
|
25
|
50
|
25
|
50
|
0
|
|
