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Custom field creation on standard and custom objects

Key Takeaway

When you create a custom field, you choose the data type first. Then you enter the label and attributes, set field-level security, and choose the Dynamic Forms-enabled Lightning record pages and page layouts that include the field.

Custom fields store business data that the standard fields in Salesforce don't cover. You can add them to standard objects, such as Account, and to custom objects that an admin built. When you create one, you decide what type of data it holds, where it appears on pages, and who can see and edit it.

Standard fields and custom fields

Standard fields cover data that is common to most CRM businesses. Examples include:

  • Company name
  • Account number
  • Status
  • Date
  • Amount

Custom fields capture the information that is unique to your business. You can create custom fields on standard objects, such as Account or Contact, which come with every org. You can also create custom fields on custom objects that you or another admin created.

Platform Administrator Study Guide

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Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields (roll-up summaries, cross object formulas, picklist dependencies, relationship fields)

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