How Can I Create Custom Data Field in Salesforce?

You can easily create Custom Data Fields in Salesforce CRM using our mapping User Interface. To proceed, follow these steps:

 

  1. Go to objects mapping page by clicking Change fields mapping

Self_service_change_fields_mapping(optional)

  1. On the mapping page, click Unmapped Fields, choosing Advanced Mapping Mode.

custom_fields_unmapped

  1. You will open a window where you can map fields that weren’t automated. On the target CRM side, click Add custom field: 

capsule_add_custom_field

  1. Choose a field type on your target CRM from the dropdown list. The custom field will appear in the list of Salesforce CRM so you can match it.

add_custom_field_List_field

Please note that this option is available only for Accounts, Cases, Contacts, Opportunities.

  1. Set the desired field name and description, and  click Add custom field: 

name_source_add_custom