Step One
This is how to add fields in Salesforce.
Go to the management setting of the object that you want to add to your
Salesforce field, click the fields after which you will find a custom
task and the event fields, go to the object management setting then
click new, you can also go to the custom object and create a field
dependencies and history tracking fields in this section which will help
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Step Two
How to Add Fields in Salesforce
Ensure that you choose the right kind of field that you want before clicking the next button but consider the following.
You must ensure that all the parameters
and the governing rules are all enforced, this drives and shows all the
user how to interact and respond to all the corresponding fields.
Salesforce provides you with numerous types of fields that you can
choose from. The types that are available when you create your custom
field are only but the subsets of the main field.
Remember that some data types are always
available in certain configuration. The custom setting and the external
objects will only allow the subsets of data types that are available in
the system. You cannot add any kind of multi- select picklist,
dependent picklist or rich text area. The summary roll up option only
exists on certain objects. Bear in mind that if you uses the shield
platform encryption you must be able to operate and understand how you
can encrypt the custom field using your organizational shield platform
encryption by following the details you will be able to know how to create a report in Salesforce and how to add fields in Salesforce.
Step Three
Ensure that you configure the attributes of the field
Remember that all the fields that you
have created have attributes that defines them. The attributes can be
names, length or even color text, but some attributes may provide
numerous meanings and that will giving an opportunity to use them in
different scenarios. Ensure that you are well familiar with all the
attributes before you create your Salesforce field.
Attributes that a field must have.
– The Field Label- this is the name that is displayed to the user.
– Field Name- this
name that differentiate you from other users, ensure that your field
name contain only the alphanumeric characters and the underscores, it
must begin with letters and end with a number or letter and show you how
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– Description- this
text is available merely for references purpose, it is used to
elaborate and explain the purpose of the field that you have created.
You should also ensure that you populate your description even though
the reason for adding a field is obvious this will show you how to
create email template in Salesforce and how to schedule a report in Salesforce.
Step Four
This is the most important detail that
you should take care of, ensure that you have establish a permission
entrance to your new field. After setting your field type and setting
the attributes you have to set a visibility of and also access to the
fields across. There are options that you can choose from when creating
security protocol for your account, you can either use the Table B1-1
this is a matrix which can either a read only columns visible which you
can edit with the assistance of CRUD which means create, read, update
and delete this gives you all the information on how to create email template in Salesforce.
If you are looking for tips on how to
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create an amazing workforce and add field and how to schedule a report
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