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Customize Content Fields
Create, modify, and delete Salesforce CRM Content custom fields so you can categorize and define your content.
Required Editions
| Available in: Salesforce Classic |
| Available in: Contact Manager, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, or delete custom fields: | Manage Salesforce CRM Content OR Manage Content Properties |
To create, modify, and delete Salesforce CRM Content custom fields for categorizing and defining your content, go to the object management settings for content. If you're using Lightning Experience, go to the Object Manager, select Content Version, then scroll to the fields area. If you're using Salesforce Classic, enter Salesforce Files in the Quick Find box, then select Fields. The data assigned to these fields during upload is available on the content details page for the life of the file. After creating custom content fields, you must assign them to a page layout. The page layout determines which fields appear when a user uploads or revises files in Salesforce CRM Content.
- Click New.
- Choose the type of field to create, and click Next.
- For relationship fields, associate an object with the field and click Next.
- 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 org. It must begin with a letter, not include spaces, not end with an underscore, and not contain two consecutive underscores. Ensure the custom field name is not identical to any standard field name for that object.
- Choose the page layout that should display the field as an editable field.
Click Edit or Del in the Content Custom Fields & Relationships related list to edit or delete a custom content field. You can’t edit or delete the standard content fields. Deleted custom fields and their data are stored until your org permanently deletes them or 15 days has elapsed, whichever happens first. Until that time, you can restore the field and its data.
