Field Customization
Because fields hold the data you want to capture and report on, it’s important that you have fields for important data elements and that those fields have names that make sense to your users. Here are common approaches to customizing fields:
- Modify the standard Salesforce CRM fields. Salesforce CRM provides commonly used fields for standard records such as Accounts, Contacts, Opportunities, and Leads.
- Create fields from scratch. If a standard Salesforce CRM field doesn’t already exist for a data element you need, you can easily create a custom field. For example, you could add a field called "Product Name" to your Opportunity record.
- Do both! Combine standard fields and custom fields to create the best experience for your users. For example, you could add the value “Lukewarm” to the existing values “ Cold,” “Warm,” and “Hot” for the Rating picklist on the Account field.
- Go to Setup ––> Customize. Find the record to customize and expand the menu.
- For step-by-step instructions, see the " Customizing Fields" online Help topic
- Custom Image Fields
- Custom Formula Fields
