Including a subject to Salesforce is an easy course of that may be accomplished in a couple of steps. First, you’ll need to navigate to the item that you just 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’ll be able to enter the main points of the brand new subject. You will have to specify the sphere’s title, knowledge kind, and size. You too can specify whether or not the sphere is required or not. Upon getting entered all the essential info, click on on the “Save” button.
Including fields to Salesforce could be a helpful option to observe further details about your information. For instance, you possibly can add a subject to trace the shopper’s buy historical past or the product’s serial quantity. You too can use fields to create customized reviews and dashboards.