Overview: Custom fields

Your business processes may require new fields that are not included on a standard page layout. Corporate Administrators can create custom fields and add them to the page layout for the following objects: accounts, contacts, tasks, appointments, inquiries, bookings, booking events, and volume contracts.

Custom fields are created using the Customize and Create areas of Setup. The type of field you're creating determines which area you need to access.

Please note: The below steps pertain to Salesforce Classic only. If you are using Salesforce Lightning, please see Lightning page layouts.

  1. Click Setup in the top-right corner.
  2. Under Build, expand Customize.
  3. Expand Accounts, Contacts, or Activities, and then click Fields.
  1. In the Custom Fields & Relationships related list, click New.
  2. Follow the wizard to create the field, as needed.
  3. Once the field is created, go to the page layout and drag the field to the desired location.
  1. Click Setup in the top-right corner.
  2. Under Build, expand Create, and then click Objects.
  1. Click the name of the custom object you want to create a field for (for example Booking Event).

  2. In the Custom Fields & Relationships section, click New.

  3. Follow the wizard to create the field, as needed.
  4. Once the field is created, go to the page layout and drag the field to the desired location.

For additional information on creating custom fields, please refer to Salesforce.com Help.