Custom Field in Salesforce

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Custom Field in Salesforce

Steps to create Custom Field in Salesforce

  1. After login into Salesforce, go to ‘9 dots’ which are present at the left corner of the screen, and search for the required Object name.
  2. For example, here, you wish to search for the ‘Orders’ item. Once you start typing ‘Orders’ it will automatically display the results.
  3. Please refer to the below screenshot for reference as shown below.Custom Fields in SF - Orders
  4. Choose the ‘setup’ icon at the top right corner and then select ‘Edit Object’ as shown below. Custom Fields in SF - Setup
  5. It will redirect to a new window with relevant options as shown below, Custom Fields in SF - Fields & Relationships
  6. Go to Fields & Relationships section, and select ‘New’ option at the right top corner as shown above.
  7. Choose field type in step1. Please select the datatype as per your requirement. Here, I go with ‘text’ as my required datatype and then click ‘next’. Custom Fields in SF - Field Type
  8. Provide the Mandatory fields (which are having Red color underneath) details like field name, length, field label details, and then click ‘next’. Custom Fields in SF - Mandatory Fields
  9. Just hit the save button till step4 in the process as shown below, Custom Fields in SF - Custom Field
  10. Once you created the custom filed successfully, you can verify it in the fields & relationships tab as shown below, Custom Fields in SF - Custom Field
  11. After you added the custom field, Please reimport the respective salesforce object profile.
  12. Please follow the below steps to reimport the profile,
    1. Go to process and then go to salesforce operation, choose the import button at the top right corner as shown below, Custom Fields in SF - Boomi Profile
    2. Choose your salesforce connection as required and click ‘next’. Custom Fields in SF - SF Object
    3. Select the Object as required. Here I chose ‘Order’ since I am working on ‘Order’ object and the click next as shown below.            Custom Fields in SF - Object
    4. Choose the object tree click on ‘next’ until you get Finish button as shown below, Custom Fields in SF - SF Profile
    5. Then go to map, where you are using that profile, and check for the custom field which you added recently. Here below you can check ‘Test_CustomField_c’ custom field which we added recently as shown below. Custom Fields in SF - Map

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