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Adding a Custom Field

Want to learn more about Salesforce Customization?

Learn the essentials of a Salesforce Admin. Manage users, customize record layouts, and keeping information secure.


Adding a Custom Field

This Salesforce.com tutorial teaches you how to create and add a custom field to the Lead Object in Salesforce.

Live Salesforce Training shows you how to create custom fields to track all relevant customer specific data. Use this information to target your opportunities and convert them into customers for life.

The user starts in a lead record, and then navigates into the back end using the admin quick menu for creating a new Custom Field. A user can then select a data type (the picklist is used in this example) and then added to the page layout using the drag-and-drop interface.

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  • Sales Operations Manager