Custom fields add your own columns to a record, such as a PR number on an account. They show on the record, and they are included in the API and the Data Workbench templates. Only an administrator sees this screen.
Want the full chapter? Solution Guide, chapter 1: Settings and setup (PDF) · All documentation
Do this when you need to keep a fact on a record that the standard fields do not hold.
Open Settings, then Custom fields under DATA. The buttons at the top are the record types, such as Account, Contact, Case, Quote, Product and Employee. Click the one that should get the field. The list below shows the fields it already has.
Click + New field at the top right. A form opens in the card below. The same button then reads Cancel.
Type the name people will see, for example Machine serial number. The field also gets a code name that starts with cf_.
Choose Text, Number, Date, Dropdown (select), Checkbox (yes/no) or Long text.
Tick Required field if the record cannot be saved without a value.
Add field becomes active once the label is filled in. It adds the field to the record type, and it appears in the list with the Optional or Required tag.
Do this to tidy up fields that are already in the list.
Each field row has a ⋯ button at its right. Click it to open the menu. Drag the dotted handle at the left of a row to change the order of the fields.
Rename changes the label people see. The code name stays the same, so the API does not change.
Make required turns the Optional tag into Required. The entry reads Make optional when the field is already required.
Delete removes the field from the record type. Use it with care.
Twenty minutes on a live workspace, with your files and your team.