Salesforce fields, while simple, are critical to Salesforce configuration. Each field contains a separate piece of data, allowing you to track and report information related to standard or custom objects.
Standard fields are Salesforce fields out of the box. The standard fields in standard objects, such as Account, Opportunity, or Product, are available to all Salesforce customers, and the Opportunity stage falls into this category. Custom objects also always have some standard fields, specifically the identity, system, and name fields.
In general, in the unlimited version,Each object can have up to 900 custom fields in total, which includes 800 custom fields created in your organization and 100 custom fields installed from a managed package.
The construction of custom fields is very simple. But that doesn't mean you should always create new fields, especially if standard fields, existing custom fields, or out-of-the-box features are sufficient.
When you generate a new field, you first select the object on which you want to generate the field. Navigate toSetup > Object Manager >Account Fields & Relationships > New。Alternatively, you can click "Edit Object" directly from the settings wheel in your account.
Step 1: Select a field type
In this example, because the business requirement emphasizes that only one value can be selected for each record from a list of predefined values, it is selectedpicklist fieldType.
Step 2: Enter the details
On the next page, you must enter the field details. A field label is what the user will see in a record or report, while a field name is auto-populated by Salesforce and represents the API name of the field.
When it comes to these values, after selecting the Enter Values option, you can simply paste each of the three values into a separate line. A global picklist value setis used in cases where the same picklist value is required in multiple objects and fields, so that it can be maintained in one location rather than a single field.
Step 3: Establish field-level security
Depending on your organization's current settings,Field permissions may be included in a profile or permission set. As a best practice, even if field permissions on a profile no longer have a definite expiration date, Salesforce recommends leveraging permission sets and permission set groups for open access.
That being said, the new features in the User Settings page come in handy. Instead of viewing it in a profile, you can choose to open it and view the permission set on this page, where you can assign read and write permissions to the field.
Step 4: Add to Page Layout
If you want all teams to see the field when they view customer records, you can check all the boxes and save.
When creating new fields or making changes in general, you should be familiar with the current Salesforce implementation. In a real-world scenario, there are a few other items that should be considered:
The type of record that is being enabled
If the object to which you want to create a picklist field or add additional picklist values does have a record type, you need to make sure that each record type contains the correct value for that particular picklist.
Page layout assignments
Especially in organizations that use multiple page layouts, it's always a good idea to confirm that the assignments are correct.
Other Salesforce features that are being used
For example, an organization might be using dynamic forms right now; Therefore, adding a field to a page layout will make it unavailable on the record page. Alternatively, the user may want to add a new field to the screen flow as well, which is another component that must be changed accordingly.
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