This lesson explains how to navigate to the setup area, as a system administrator, to add a new field.
Navigate to the appropriate location in system setup to add a field for an Object
- Click on your name in the top right of the application
- Select Setup
Go to one of the following areas to add a field to Accounts...
...Contacts...
...Activities...
...Custom Objects
IF you are creating a new custom field for other objects, after you click the Objects link, you will need to select the object you wish to add the field to
Click the name of the object in the list
Click on Custom Fields and Relationships
Now that you have navigated to the object where you wish to add the field, click New Field
Select the Type of field and click NEXT
Name the field and click Next
Set the security on the field
- Select the Visible checkbox to make the field visible to all users.
- Click Next
Ensure the new field is placed on your Page Layout (form)
