Including a discipline to Salesforce is an easy course of that may be accomplished in just a few steps. First, you’ll need to navigate to the item that you just need to add the sphere to. After you have 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’ll be able to enter the small print of the brand new discipline. You have to to specify the sphere’s identify, information kind, and size. You can even specify whether or not the sphere is required or not. After you have entered the entire needed info, click on on the “Save” button.
Including fields to Salesforce is usually a helpful option to monitor further details about your information. For instance, you possibly can add a discipline to trace the shopper’s buy historical past or the product’s serial quantity. You can even use fields to create customized stories and dashboards.
