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            Create a Custom Field

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            Create a Custom Field

            Capture your unique business data by storing it in custom fields. When you create a custom field, you configure where you want it to appear and optionally control security at the field level.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience

            Available in: Contact Manager, Group, Essentials, Starter, Professional, Enterprise, Performance, Unlimited, Developer, and Database.com Editions

            Salesforce Connect external objects are available in: Developer Edition and for an extra cost in: Enterprise, Performance, and Unlimited Editions

            Custom fields aren't available on Activities in Group Edition

            Layouts aren't available in Database.com
            User Permissions Needed
            To create or change custom fields: Customize Application
            To add field-level security to profiles or permission sets: Manage Profiles and Permission Sets
            Important
            Important Where possible, we changed noninclusive terms to align with our company value of Equality. We maintained certain terms to avoid any effect on customer implementations.

            Before you begin, determine the type of field you want to create and review the considerations. See Considerations for Creating a Custom Field.

            1. From the management settings for the object you want to add a field to, go to Fields & Relationships.
              Custom task and event fields are accessible from the object management settings for Activities.
            2. Click New.
            3. Choose the type of field and then click Next.
            4. For relationship fields, associate an object with the field and click Next.
            5. For indirect lookup relationship fields, select a unique, external ID field on the parent object, and then click Next. The parent field values are matched against the values of the child indirect lookup relationship field to determine which records are related to each other.
            6. Enter a field label.

              Salesforce populates Field Name using the field label. Use the field name for merge fields in custom links, custom s-controls, and when referencing the field from the API.

            7. To base a picklist field on a global picklist value set, select the value set to use.
            8. To specify whether the field must be populated and what happens if the record is deleted, enter field attributes and select the appropriate checkboxes.
            9. For master-detail relationships on custom objects, optionally select Allow reparenting to allow a child record in the master-detail relationship to be reparented to a different parent record.
            10. For a relationship field, optionally limit search results for the field by creating a lookup filter. Lookup filters aren’t available for external objects.
            11. Click Next.
            12. In Enterprise, Unlimited, Performance, and Developer Editions, specify the field’s access settings for each profile or permission set, and then click Next.

              To specify the field’s access settings for permission sets instead of profiles, enable Field-Level Security for Permission Sets during Field Creation on the User Management Settings page. If you specify access for permission sets, select Permission sets with object permissions to filter the list to permission sets that have Create, Read, Edit, or Delete access on the field’s object. To show all permission sets, deselect this option. If no permission sets have object permissions for the field’s object, the list contains all permission sets.

              Access Level Enabled Settings (Profiles) Enabled Settings (Permission Sets)
              Users can read and edit the field. Visible Edit Access (Read Access is selected automatically)
              Users can read but not edit the field. Visible and Read-Only Read Access
              Users can’t read or edit the field. None None

              By default, a custom field isn’t visible or editable for portal profiles unless the field is universally required.

            13. Select the Dynamic Forms-enabled Lightning record pages that should include the field, then click Next.
              If you don’t have any Dynamic Forms-enabled Lightning record pages for the object, this step doesn’t appear.
            14. Select the page layouts that should include the field, and then click Next.
            15. For relationship fields, optionally click Related List Label, enter a new name to create an associated records related list, and then add it to the page layouts for that object. To add the related list to customized page layouts, select Append related list to users’ existing personal customizations.
            16. Click Save to finish or Save & New to create more custom fields.

            The number of custom fields allowed per object varies according to your Salesforce edition. For the total number of custom fields that you can create, see Custom Fields Allowed Per Object.

            Creating fields can require changing a large number of records at once. If your request is queued to process these changes efficiently, you receive an email notification when the process has been completed.

            Want to customize Salesforce so it captures all your business data? This short video walks you through how to create a custom picklist field, from choosing the correct field type to applying field-level security.

            Watch a Demo: Watch Video Demo How to Create a Custom Field in Salesforce (Salesforce Classic)

            Want to add and arrange a new field while viewing an individual record for an object? This short video walks you through creating a picklist field while viewing a contact and then changing the page layout for the field.

            Watch a Demo: Watch Video Demo How to Add a Custom Field in Salesforce (Lightning Experience)

            See Also

             
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