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.

Modifying Picklist Values

A number of configurations involve selecting a value from a picklist. In this context, JustOn may require a value that is not available in your org, or your business may need to disable some exiting value. In this case, you edit the value picklist for the corresponding field.

Info

Adding or modifying values for picklist fields of an object requires the permission Customize Application.

  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 the name of the picklist field you want to edit.

  3. In the Values section, modify the picklist values as necessary.

    • To create a new value, click New. Specify the details as required, then click Save.
    • To edit an existing value, click Edit in the row of the value to be edited. Specify the details as required, then click Save.
    • To deactivate a value, click Deactivate in the row of the value to be disabled. This moves the value to the Inactive Values section. To reenable the value, click Activate next to it.

      Deactivating a value removes it from the picklist but keeps it on existing records.

    • To delete a value, click Del in the row of the value to be removed. Specify a replacement value as required, then click Save.

      Deleting a value removes it from both the picklist and the records that use it. You are prompted to replace it with either a blank value or another available value.

For more details about modifying the values of picklist fields, see Add or Edit Picklist Values and Manage Inactive Picklist Values in the Salesforce Help.

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