Before you begin creating custom fields, it is worth taking some time to plan and choose the most appropriate type of field. There are many different custom field types that can be created in Salesforce CRM, including text, number, currency, as well as relationship types that enable lookup, master-detail, and hierarchical relationships.
Adding custom fields can be carried out from within the field section for the object. The method of navigating to this section varies according to the type of object, as follows:
- For custom fields on standard objects:
- Navigate to Setup | Customize
- Select the required standard object using the Customize menu
- Click on the Fields menu option
- Click on the New button in the Custom Fields & Relationships section of the object screen
- For custom fields for tasks and events within activities:
- Navigate to Setup | Customize...