A Field determines the custom database column while Records are considered as Rows in the Salesforce database. As an administrator, you can create Fields and Records in the Salesforce platform. Salesforce supports mainly two types of Objects e.g. Standard objects and Custom objects. Objects fields help to store our organization data on Salesforce.com. By default, Salesforce provides various fields linked with standard objects, called Standard fields. Further, you can also create or customize various fields by your own. These fields are known as Custom fields. Similarly, Records types help you to offer different business processes, picklist values, and page layouts to different users. Creating and updating the Records in Salesforce is a standard procedure. In this article Create Custom Fields in Salesforce; we will discuss steps to create Fields and Records in Salesforce.
Definition of Fields in Salesforce
Fields are defined as custom database columns in Salesforce. It helps to store and record organization-specific data in your database. In Salesforce, both standard and custom objects contain various fields attached to them. There are various fields’ types such as Identity fields, System Fields, Name fields, and Custom fields, etc.
Types of Fields in Salesforce
In Salesforce, Fields are attached with each Standard and Custom object. There are various types of fields that exist in the Salesforce platform as follows:
- Identity Fields
- System Fields
- Name Fields
- Custom Fields
Identity, System, and Name fields are standard fields that are already attached to every object on the Salesforce platform. These are by-default provided by Salesforce. However, you can also customize these standard objects to create various fields or you can also attach custom fields with the custom objects.
Identity Field is fifteen characters, case-sensitive field that is generated by-default on the Salesforce platform for e.g. 01I5g0000019pSf. You can find it on the Fields and Relationship URL from the objects manager tab.
System fields help to provide the record data from a system. These are Read-only fields which mean record created and last change data can be finding from System fields.
Example: CreatedDate, LastModifiedById, and LastModifiedDate.
Name fields are required to distinguish the records in Salesforce by providing individual unique names to those records. You can use either text names or auto-numbered format so that when creating any record, it will automatically add a name to the record.
Example: You can use Mike Hussey as a contact name and support name like CA-1021.
The fields that created either on Standard or Custom object, called custom fields.
Example: You can attach a field with a contact object to store DOB.
How to Create a Custom Field in Salesforce?
There are few simple steps to create a custom field on Salesforce as follows:
- Log In to Salesforce
- Go to the Setup menu by clicking the gear icon at the top right corner of your screen
- Click the Object Manager tab.
- Click to any object for which you want to create a field
- Click to Fields & Relationships tab on the sidebar. However, Salesforce already provided some fields.
- Click New tab
- Choose any Field type like we have selected Currency from the given data types.
- Click Next
- Enter the mandatory details such as Field Label as Price and Description.
- Check the required boxes and click Next, Next, and then Save.
We have successfully created a custom field for the standard objects.