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Managing Object Fields

In order to cover certain business use cases, administrators must create new fields on objects or edit existing fields.

Info

The access to the fields page differs between Salesforce Classic and Salesforce Lightning.

Creating New Fields

  1. Navigate to the fields list of the corresponding object.

    In Salesforce Lightning, click to open the Setup menu and select Setup, then open Objects and Fields > Object Manager > Object > Fields and Relationships.

    In Salesforce Classic, open Setup > Build > Customize > Object > Fields for standard Salesforce objects, or, for JustOn objects, open Setup > Build > Create > Objects > Object.

  2. Click New.

    In Salesforce Classic, New is in the Custom Fields & Relationships section.

  3. Select the field type as required, then click Next.

  4. Specify the required details as necessary, including at least the label and API name.

    The available field details depend on the field type. For details, see Custom Field Attributes in the Salesforce Help.

    For lookups, select the related object. For formulas, select the appropriate formula return type and specify the formula that yields the intended result. For details, see Calculate Field Values With Formulas in the Salesforce Help.

  5. Click Next.

  6. Select the profiles to which you want to grant edit access to this field, then click Next.
  7. Select the page layouts that are to include this field, then click Next.
  8. Specify the related list(s) as necessary, then click Save.

For more details about adding fields, see Create Custom Fields in the Salesforce Help.

Editing Existing Fields

  1. Navigate to the fields list of the corresponding object.

    In Salesforce Lightning, click to open the Setup menu and select Setup, then open Objects and Fields > Object Manager > Object > Fields and Relationships.

    In Salesforce Classic, open Setup > Build > Customize > Object > Fields for standard Salesforce objects, or, for JustOn objects, open Setup > Build > Create > Objects > Object.

  2. Click Edit in the row of the field you intend to edit.

  3. Modify the details as necessary.
  4. Click Save.

Return to JustOn Administration.