Add a custom field to the current 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. You can also add existing fields to the page.

Before you begin

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

Add an existing field to the current page

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

2. Under the Custom fields applied elsewhere heading, select the add (+) button beside the field you want to add. The field is added, and the name displays under Custom fields on heading.

Learn more

• Add a custom field to a different page

• Apply a custom field to a record from the Customization section Fields page

• Remove a custom field from the current record or transaction page