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Extend Salesforce with Clicks, Not Code
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            Edit a Custom Field

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            Edit a Custom Field

            You can modify the field attributes of a custom field. The attributes vary according to the field data type.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience

            Available in: all editions

            Standard Objects aren’t available in Database.com
            User Permissions Needed
            To create or change fields: Customize Application
            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.
            1. From the management settings for the field’s object, go to Fields & Relationships.
            2. Click the field’s name, then click Edit.
            3. Modify the field attributes. The attributes differ depending on the field type.

              If you’re editing a picklist, you can change its definition and its values. For picklist settings, see Add or Edit Picklist Values.

              To change the type of this custom field, see Change the Custom Field Type.

            4. Optionally, define custom help text for the field.
            5. For lookup and master-detail relationship fields, optionally define a lookup filter.
            6. For formula fields, click Next to modify the formula.
            7. In Enterprise, Unlimited, Performance, and Developer Editions, click Next to set the field-level security for the field.

            Keep these considerations in mind when you edit a custom field.

            • Editing fields can require changing a large number of records at once. To process these changes efficiently, your request can be queued and you receive an email notification when the process has been completed.
            • To customize the way a custom object’s related list appears on a parent record’s detail page, edit the parent record’s page layout. For example, if you want to edit which fields appear on a custom object’s related list on accounts, you would edit the account page layout.
            • You can’t change the Field Name if a custom field is referenced in Apex.
            • When editing fields for accounts, opportunities, cases, contacts, or custom objects, check for any criteria-based sharing rules that use the field in the rules. A field change can affect which records are shared.

            See Also

             
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