How to Add a New Field

Overview


Learn how to create a new field on a record to track new pieces of information.  Follow the steps below, or check out this video for a 4-minute walkthrough.

To create a new field, first navigate to an object's setup page and then locate the "New" button in the "Custom Fields & Relationships" section.  The path to the object's setup page varies by object:

 
  • To add a new field to the Account page, navigate to Setup > Build > Customize > Accounts > Fields.
     
  • To add a new field to the Contact page, navigate to Setup > Build > Customize > Contacts > Fields.
     
  • To add a new field to a custom object, such as to the Deal, Fundraising, Investors, or Pipeline pages, navigate to Setup > Build > Create > Objects, and select the target object by clicking on its name.

In the example below, we create a new checkbox field on the Account record.
 

Steps

 
  1. Navigate to Setup > Customize > Accounts > Fields.



     
  2. Scroll down to the 'Account Custom Fields & Relationships' section and click the 'New' button.




     
  3. Select the appropriate field type and click ‘Next’.




     
  4. Enter the field label and click ‘Next’.




     
  5. Select the Profiles for whom the field needs to be editable (‘Visible’) and viewable (‘Read-Only’).
     
  6. Click ‘Next’.




     
  7. Select the Page Layout(s) on which the field needs to be visible.  Click ‘Save’.




     
  8. You're all set!  The field is created for the Account object.

 
392647fbf4b1c47a802670a0a05876a4@altvia.desk-mail.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete