salesforce

Including a discipline to Salesforce is an easy course of that may be accomplished in a number of steps. First, you will have to navigate to the article that you simply need to add the sector to. After getting discovered the article, 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 will have to specify the sector’s title, information kind, and size. It’s also possible to specify whether or not the sector is required or not. After getting entered all the obligatory info, click on on the “Save” button.

Including fields to Salesforce could be a helpful technique to observe further details about your data. For instance, you can add a discipline to trace the shopper’s buy historical past or the product’s serial quantity. It’s also possible to use fields to create customized reviews and dashboards.

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