Customize Fields

Tip Setup with Agentforce can help you work with custom fields more efficiently. For more information, see Setup with Agentforce and Data Model Management in Setup with Agentforce.

You can:

• Modify some aspects of standard fields
• Change or add values to standard and custom picklist fields
• Define dependency rules between fields
• Create custom fields to capture additional information
• Create formula fields that automatically calculate values based on the contents of other fields
• Define default values for custom fields
• Define validation rules for your fields
• Make a field required
• Set fields to track changes, including the date, time, nature of the change, and who made the change
• Create page layouts to control the display of fields
• Set field-level security to control access to fields
• Create or modify field sets

• Customize Standard Fields
  You can customize several aspects of standard fields, such as the values in picklists, the format for auto-number fields, tracking field history, lookup filters on relationship fields, and field-level help.
• Modify Standard Auto-Number Fields in Salesforce Classic
  The unique identifiers for solution, case, and contract records are standard auto-number fields. Each record is assigned a unique number with a specified format upon creation. You can modify the format and numbering for these auto-number fields in Salesforce Classic.
• Define Default Field Values
  Define a default value for a field. Use a formula to generate dynamic values or constants for static values.
• Validation Rules
  Improve the quality of your data using validation rules. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
• Examples of Validation Rules
  Review examples of validation rules for various types of apps that you can use and modify for your own purposes. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
• Require Field Input to Ensure Data Quality
  Improve the quality of data that users enter in Salesforce by creating universally required fields.
• About Field Sets
  A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title.
• Roll-Up Summary Field
  A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship. For example, you want to display the sum of invoice amounts for all related invoice custom object records in an account’s Invoices related list. You can display this total in a custom account field called Total Invoice Amount.
• Lookup Filters
  Improve user productivity and data quality with lookup filters. Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
• Fields: What’s Different or Not Available in the Salesforce Mobile App
  Not every Lightning Experience feature is in the Salesforce mobile app. Find out what’s different.