AdvologixPM

Add a Custom Field

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This lesson explains how to navigate to the setup area, as a system administrator, to add a new custom field.

If the custom field will be on a standard object, then navigate to Setup | Build | Customize.  Then select your standard object and go to Fields.  Scroll down to the Account Custom Fields & Relationships section and select the New button.

If the custom field will be on a custom object, then navigate to Setup | Build | Create | Objects.  Then select your custom object and go to Fields.  Hover over the Custom Fields & Relationships related lists quick link and select the New button.

Select the Field Type

Select the Type of field and click NEXT

Name the Field

Name the field and click Next

Set the Field-Level Security

Set the security on the field
  1. Select the Visible checkbox to make the field visible to all users.
  2. Click Next

Ensure the New Field is Placed on the Page Layout

Ensure the new field is placed on your Page Layout (form)
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