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How to add fields to a record type in Salesforce

Here is how to add fields to a record type in salesforce

  1. Click on the gear icon in the top menu to open the Setup Menu
  2. Click on the "Setup" option in the dropdown menu
  3. Click on "Object Manager" in the navigation bar
  4. Select the object where you want the field to be available
  5. Click on "Fields & Relationships" in the left sidebar
  6. Click on the "New" button to create a new custom field
  7. Select the Data type
  8. Click "Next" to proceed to the field details
  9. Define the field properties like data type, label, and other relevant settings
  10. Click "Next" to move to the field-level security step
  11. Click "Next" to proceed to the Dynamic Forms step
  12. Click "Next" again
  13. Finally click "Save" to complete the custom field creation

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Why should you add fields to a record type in Salesforce

Salesforce is a cloud-based customer relationship management platform designed to streamline business operations and enhance customer interactions.

Adding fields to a record type in Salesforce is a powerful feature that enhances data customization. This allows businesses to collect more pertinent information tailored to their specific needs, ensuring a more organized and relevant dataset.

The benefits of using this feature include improved data accuracy and enhanced decision-making capabilities, enabling teams to respond more effectively to customer demands and market trends.

Last update
February 24, 2026
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