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
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- 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...
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...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
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Click the name of the object in the list
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Click on Custom Fields and Relationships
Now that you have navigated to the object where you wish to add the field, click New Field
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Select the Type of field and click NEXT
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Name the field and click Next
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Set the security on the field
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- 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)
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