How Can I Create Custom Data Field in Salesforce?

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To create Custom Data Fields in Salesforce follow this steps.

1. Go to module mapping and choose Unmapped Fields

create custom data fields

2. You will open a window where you can map fields that weren’t automated. Where target fields are press Add Custom Field

create custom data fields

3. A window will open where you can create a custom field. Enter the Label and Name of the custom field.

create custom data fields

4. Choose a field type on your target CRM from the dropdown list.

create custom data fields

5. After filling in the required fields press Add Custom Field

create custom data fields

6. The custom field will appear in the list so you can match it.

create custom data fields

Please note that this option is available only for Accounts, Calls, Contacts, Events, Leads, Opportunities, Tasks, Opportunities.

In case you don’t see created custom field in Salesforce, see “What To Do if the Created Custom Field Doesn’t Show up in Salesforce?”.

More questions are coming up? Get in touch with Data2CRM experts

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