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Salesforce

How to add a custom field to Salesforce

A ready-made, step-by-step walkthrough. Preview every step below — then make it your own in seconds.

Sales & Customer Success
18 steps 7 min Community template
1

To get started, login into Salesforce and navigate to setup.

To get started, login into Salesforce and navigate to setup.

2

Click in "Quick Find" input field

Click in "Quick Find" input field

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Click in "Quick Find" input field
3

Type "object manager"

Type "object manager"

4

Click "Object Manager" link

Click "Object Manager" link

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Click "Object Manager" link
5

Click in "Quick Find" input field

Click in "Quick Find" input field

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Click in "Quick Find" input field
6

Type the name of the object to which you want to add a field (e.g., "opportunity").

Type the name of the object to which you want to add a field (e.g., "opportunity").

7

Click the name of the object.

Click the name of the object.

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Click the name of the object.
8

Click "New" button

Click "New" button

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Click "New" button
9

Click here:

Click here:

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Click here:
10

Choose the type of field you'd like to add.

Choose the type of field you'd like to add.

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Choose the type of field you'd like to add.
11

Click " Next " button

Click " Next " button

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Click " Next " button
12

Click in "text" input field

Click in "text" input field

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Click in "text" input field
13

Type the label for the field.

Type the label for the field.

14

Choose a default value (if applicable).

Choose a default value (if applicable).

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Choose a default value (if applicable).
15

Add a description.

Add a description.

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Add a description.
16

Click " Next " button

Click " Next " button

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Click " Next " button
17

Click " Next " button

Click " Next " button

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Click " Next " button
18

Click "Save"

Click "Save"

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Click "Save"

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