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Steve MolisSteve Molis
Here you go

Creating Custom Fields

Available in: Personal, Professional, Enterprise, Unlimited, and Developer Editions

Relationship fields are not available in Personal Edition

Custom settings are not available in Professional Edition


User Permissions Needed
To create or change custom fields:“Customize Application”

Create custom fields to store the information that is important to your organization. Before you begin, determine the type of custom field you want to create. You can create many different custom field types, including lookup, master-detail, and hierarchical relationships.

To add a custom field:

  1. Navigate to the fields area of the appropriate object:
    • For standard objects, click Your Name | Setup | Customize, select the appropriate object from the Customize menu, and click Fields.
    • For custom task and event fields, click Your Name | Setup | Customize | Activities | Activity Custom Fields.
    • For custom objects, click Your Name | Setup | Create | Objects, and select one of the custom objects in the list.
    • For custom settings, click Your Name | Setup | Develop | Custom Settings, and click the name of the custom setting.
  2. Click New in the Custom Fields & Relationships section of the page. Tip
    From this section, you can also set field dependencies and field history tracking on custom objects.
  3. Choose the type of field to create, and click Next. Note
    • Some data types are only available for certain configurations. For example, the Master-Detail Relationship option is available only for custom objects when the custom object does not already have a master-detail relationship. Also, custom settings only allow a subset of the available data types.
    • Relationship fields count towards custom field limits.
    • Field types not listed in custom field types may appear if your organization installed a package from the AppExchange that uses those custom field types.
    • The Roll-Up Summary option is only available on certain objects.
    • Field types correspond to API data types. For more information, see “API Data Types and API Field Types” in the Web Services API Developer's Guide.
  4. For relationship fields, choose the object that you want to associate with it.
  5. Enter a field label.

    The field name is automatically populated based on the field label you enter. This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Use the field name for merge fields in custom links, custom s-controls, and when referencing the field from the API. For more information, see Guidelines for Using Merge Fields.

    Tip
    Ensure that both the custom field name and label are not identical to the name and label of any existing standard or custom field for that object. Identical values may result in unexpected behavior when you reference that name in a merge field.
    • If a standard field and custom field have matching names or labels, the merge field displays the value of the custom field.
    • If two custom fields have matching names or labels, the merge field may not display the value of the field you expect.
    For example, if you create a field label called Email, the field name automatically populates as Email__c. If you also have a standard field with the label Email, the merge field may not be able to distinguish between the standard and custom field names. Make both the custom field name and label unique by adding a character to each, such as Email2 and Email2__c, respectively.
  6. Enter any field attributes.
  7. For relationship fields, optionally create a lookup filter to limit the valid values and lookup dialog results for the field.
  8. Click Next to continue.
  9. In Enterprise, Unlimited, and Developer Editions, specify the field's access settings for each profile, and click Next.
    Access LevelEnabled Settings
    Users can view and edit the field.Visible
    Users can view but not edit the field.Visible and Read-Only
    Users can't view or edit the field.None
    Note
    • When you create a custom field, by default the field isn't visible or editable for portal profiles, unless the field is universally required.
    • Profiles with “View Encrypted Data” permission are indicated with an asterisk.
  10. Choose the page layouts that should display the field as an editable field.

    The field is added as the last field in the first two-column section on the page layout. For long text area fields, the field is added to the end of the first one-column section on the page layout. For user custom fields, the field is automatically added to the bottom of the user detail page. For universally required fields, you cannot remove the field from page layouts or make it read only.

  11. For relationship fields, choose whether to create a related list that displays information about the associated records. You can choose to put the related list on any page layouts for that object.

    To change the label of the custom related list as it will appear on the page layouts of the associated object, edit the Related List Label.

    To add the new related list to page layouts that users have already customized, check Append related list to users’ existing personal customizations.

  12. Click Save to finish or Save & New to create more custom fields.
Note
Creating fields may require changing a large number of records at once. To process these changes efficiently, Salesforce may queue your request and send an email notification when the process has completed.

All Answers

Steve MolisSteve Molis
Here you go

Creating Custom Fields

Available in: Personal, Professional, Enterprise, Unlimited, and Developer Editions

Relationship fields are not available in Personal Edition

Custom settings are not available in Professional Edition


User Permissions Needed
To create or change custom fields:“Customize Application”

Create custom fields to store the information that is important to your organization. Before you begin, determine the type of custom field you want to create. You can create many different custom field types, including lookup, master-detail, and hierarchical relationships.

To add a custom field:

  1. Navigate to the fields area of the appropriate object:
    • For standard objects, click Your Name | Setup | Customize, select the appropriate object from the Customize menu, and click Fields.
    • For custom task and event fields, click Your Name | Setup | Customize | Activities | Activity Custom Fields.
    • For custom objects, click Your Name | Setup | Create | Objects, and select one of the custom objects in the list.
    • For custom settings, click Your Name | Setup | Develop | Custom Settings, and click the name of the custom setting.
  2. Click New in the Custom Fields & Relationships section of the page. Tip
    From this section, you can also set field dependencies and field history tracking on custom objects.
  3. Choose the type of field to create, and click Next. Note
    • Some data types are only available for certain configurations. For example, the Master-Detail Relationship option is available only for custom objects when the custom object does not already have a master-detail relationship. Also, custom settings only allow a subset of the available data types.
    • Relationship fields count towards custom field limits.
    • Field types not listed in custom field types may appear if your organization installed a package from the AppExchange that uses those custom field types.
    • The Roll-Up Summary option is only available on certain objects.
    • Field types correspond to API data types. For more information, see “API Data Types and API Field Types” in the Web Services API Developer's Guide.
  4. For relationship fields, choose the object that you want to associate with it.
  5. Enter a field label.

    The field name is automatically populated based on the field label you enter. This name can contain only underscores and alphanumeric characters, and must be unique in your organization. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Use the field name for merge fields in custom links, custom s-controls, and when referencing the field from the API. For more information, see Guidelines for Using Merge Fields.

    Tip
    Ensure that both the custom field name and label are not identical to the name and label of any existing standard or custom field for that object. Identical values may result in unexpected behavior when you reference that name in a merge field.
    • If a standard field and custom field have matching names or labels, the merge field displays the value of the custom field.
    • If two custom fields have matching names or labels, the merge field may not display the value of the field you expect.
    For example, if you create a field label called Email, the field name automatically populates as Email__c. If you also have a standard field with the label Email, the merge field may not be able to distinguish between the standard and custom field names. Make both the custom field name and label unique by adding a character to each, such as Email2 and Email2__c, respectively.
  6. Enter any field attributes.
  7. For relationship fields, optionally create a lookup filter to limit the valid values and lookup dialog results for the field.
  8. Click Next to continue.
  9. In Enterprise, Unlimited, and Developer Editions, specify the field's access settings for each profile, and click Next.
    Access LevelEnabled Settings
    Users can view and edit the field.Visible
    Users can view but not edit the field.Visible and Read-Only
    Users can't view or edit the field.None
    Note
    • When you create a custom field, by default the field isn't visible or editable for portal profiles, unless the field is universally required.
    • Profiles with “View Encrypted Data” permission are indicated with an asterisk.
  10. Choose the page layouts that should display the field as an editable field.

    The field is added as the last field in the first two-column section on the page layout. For long text area fields, the field is added to the end of the first one-column section on the page layout. For user custom fields, the field is automatically added to the bottom of the user detail page. For universally required fields, you cannot remove the field from page layouts or make it read only.

  11. For relationship fields, choose whether to create a related list that displays information about the associated records. You can choose to put the related list on any page layouts for that object.

    To change the label of the custom related list as it will appear on the page layouts of the associated object, edit the Related List Label.

    To add the new related list to page layouts that users have already customized, check Append related list to users’ existing personal customizations.

  12. Click Save to finish or Save & New to create more custom fields.
Note
Creating fields may require changing a large number of records at once. To process these changes efficiently, Salesforce may queue your request and send an email notification when the process has completed.
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