Customize your interface

What:

In Salesforce, fields are how you track specific information, like a contact's name. A custom field is one you create specifically for your company.

Why:

Each business has unique needs. If you want to track something specific about your customers and contacts, you can add a custom field.  For example, you can create a custom field called Customer Rating.

How:

  1. Click on your name in the upper right-corner of the Salesforce window, then click on Setup
  2. In the App Setup section, click on Customize | Contacts | Fields
  3. Scroll down to the Contact Custom Fields and Relationships section and click on New
  4. Select the Field Type that is best suited to what you want to do and click Next. For a customer rating, you might choose a Picklist
  5. Enter the required details for your field. and click Next
  6. Leave the box checked to add this field to the page layout and click Save
  7. You're done! Find one of the contacts you've added and see your new field