Create a custom field
Create a custom field when the standard fields do not capture information required by your business. Apply the field to one or more supported record types. Open Menu > Administration > Customization.
Before you begin
You need the Administrator access profile or the Customization: create fields and segments permission set. Decide which supported record types need the field and what type of value the field will store.
Create a custom field
-
Open Menu > Administration > Customization.
-
Select Fields, and then select Create field.
-
Enter a name for the field.
-
Select the field type:
-
Text, for text up to 300 characters.
-
Number, and then Decimal number or Whole number.
-
Dropdown list, for values from a supported list or record type.
-
Checkbox, for a yes-or-no value.
-
-
Enter a unique field identifier that begins with the prefix f_. If applicable, follow any naming conventions established by your company. Then select Next.
-
If you selected Dropdown list, select the list or record type that supplies the values, and then select Next. Otherwise, continue to the next step.
-
In Select where you want the field to apply, search for and select at least one supported record type. Then select Next.
-
Review the field summary information. Under Preview, test the field to verify the custom field appears the way you want it to.
-
Select Create.