Friday, 28 June 2019

Field Creation In Salesforce Lightning

Hi Guys, Today is the time to learn how you can create fields in Salesforce Org, Let's Start.

1. If you are not in this view then please click on the “gear” icon (1) and then “Setup” (2).



2. After that click on the Object Manager (3) tab.



3. From the list of Objects, click Account (You can select any Object where you want to create a field).




4. Click the Fields & Relationships section from the left navigation then Click the “New” button as shown below.



5. Select "Text" and then click "Next" (We are creating here a "Text" type field but you can select any type of field type).

Note:- Salesforce provides 23 types of the field type. You can also read the functionality of these fields when you will on the below image view.




6. Fill in all the required fields (Red Marked) and then click "Next".



Here is a brief description of the fields:-
a). Field Label = Field label will display on Object Page Layout.
b). Length = The Maximum Length of the “Text” field type is 255 creators.
c). Field Name = The Field Name is unique and it uses Formula field, Apex, etc.
d). Description = You can type the reason why you are creating this field.
e). Help Text = Help Text appears when you create, view, and edit the record.

The HelpText will show when you will finally create the field on the Record page as per the below image.



7. Select the profiles (10) to which profile you want to grant field visibility access via field-level security and then Click Next.


8. We can give field access to different types of account page layouts by this checkbox (13).



9. Click Save (If you want to create multiple fields then you can click the button "Save & New").

Thanks for your given time guys, I hope it will helpful.

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