Overview: Custom fields

Your business processes might require fields that are not included on a standard page layout. Corporate administrators can add custom fields 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. Follow the appropriate steps below, depending on the type of field you want to create.

The process of adding custom fields to a page layout depends on your Salesforce experience. Select your Salesforce experience for further details.

To create Account, Contact, Task, or Appointment fields

  1. Click Setup in the top-right corner.
  2. Under Build, expand Customize.
  3. Expand Accounts, Contacts, or Activities, and then click Fields.
  4. In the Custom Fields & Relationships related list, click New.
  5. Follow the wizard to create the field as needed.
  6. After the field is created, go to the page layout and drag the field to the appropriate location.

To create Inquiry, Booking, Booking Event, or Volume Contract fields

  1. Click Setup in the top-right corner.
  2. Under Build, expand Create, and then click Objects.
  3. Click the name of the custom object, for example, Booking Event.
  4. In the Custom Fields & Relationships section, click New.
  5. Follow the wizard to create the field as needed.
  6. After the field is created, go to the page layout and drag the field to the appropriate location.

For additional information on creating custom fields, see Salesforce Help.

To create custom fields

  1. Click Setup () > Setup.

  2. Select the Object Manager tab.

  3. From the list of objects, select the object label for which you are creating the custom field.

  4. Click Fields & Relationships.

  5. Click New.

  6. Follow the wizard to create the field as needed.

  7. After the field is created, go to Page Layouts, open the available page layouts, and drag the field to the appropriate location in each layout.

For additional information on creating custom fields, see Salesforce Help.