Add a custom field to a different page

When you add a custom field to a page, you’re associating it with a specific record or transaction type. A new custom field is automatically added to the page where it was created. From your current page, you can add new or existing custom fields to different pages.

Before you begin

The field must already exist. You need the Administrator access profile or the Customization: create fields and segments permission set.

Add a field to a different page

  1. View existing fields. See Find where a custom field is used.

  2. Select the field, and then select Edit.

  3. Select Next until Select where you want the field to apply appears.

  4. Enter the names of the record or transaction pages where you want to add the field, and then select Next.

  5. Review the field summary, and then select Update.

The custom field appears on the record and transaction pages you added.

Learn more