Create Custom Settings Records
After you define your custom settings and add fields, you can populate the fields with data.
Required Editions
| Available in: Salesforce Classic and Lightning Experience. |
Available in: Group, Professional, Developer, Enterprise, Performance, Unlimited, and Database.com Editions. Packages aren’t available in Database.com. |
| User Permissions Needed | |
|---|---|
| Customize Application | |
You can define one or more data sets. For list custom settings, each data set is named and can be accessed by that name using Apex, formula fields, and so on.
For custom settings that are hierarchies, the access level—user, profile, or organization—determines how you access the data. The user level is the lowest level, so it is used first, unless otherwise specified in your application. For example, you can specify different contact numbers for your application: one for the general user, and one that is only displayed for system administrators.
To add data to custom setting fields:
- From Setup, enter Custom Settings in the Quick Find box, select Custom Settings, then click Manage next to a custom setting. Or from the detail page for a custom setting, click Manage.
- Click New or Edit next to an existing data set.
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Add or change data for custom settings that are lists.
- Specify or change the name for the data set. This name is used by Apex, formula fields, and so on.
- Enter or change data for all fields.
- Click Save.
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Add or change data for custom settings that are hierarchies.
- For the default organization level values, enter or change the data for the fields. The default organization location is automatically populated.
- For profile or user level values, select either Profile or User from the Location picklist. Enter the name of the profile or user, or use the lookup dialog search. Then enter or change the data for the fields.
- Click Save.
