Including a discipline to Salesforce is an easy course of that may be accomplished in just a few steps. First, you have to to navigate to the item that you simply wish to add the sphere to. Upon getting discovered the item, click on on the “Fields” tab. Then, click on on the “New” button. A pop-up window will seem, the place you possibly can enter the main points of the brand new discipline. You have to to specify the sphere’s identify, information kind, and size. It’s also possible to specify whether or not the sphere is required or not. Upon getting entered all the needed data, click on on the “Save” button.
Including fields to Salesforce is usually a helpful method to observe extra details about your information. For instance, you possibly can add a discipline to trace the client’s buy historical past or the product’s serial quantity. It’s also possible to use fields to create customized studies and dashboards.
