Within Setup, you have the option to customize objects. To do so, select the Customize section from the sidebar, where you can access the Object Manager.
The Object Manager allows you to make all fields associated with an object available for layouts, reports, and targeted access via the API. Additional fields can be added at any time using the New button, and the following data types are available:
Data Type | Description |
---|---|
Lookup | Creates a relationship that links two objects. |
Checkbox | Allows selection of a true (checked) or false (unchecked) value. |
Currency | Allows entry of a Euro or other currency amount, automatically formatting the field as currency. |
Date | Enables users to enter a date or select one from a popup calendar. |
Allows input of an email address up to 80 characters, validated for correct email format. | |
Number | Permits entry of any number. Leading zeros are removed. |
Percent | Allows input of a percentage. |
Phone | Allows entry of a phone number up to 40 characters, formatted as a phone number upon saving. |
Picklist | Enables selection of a value from a predefined list, with values up to 255 characters each. |
Picklist Duallist | Allows selection of up to 100 multiple values from a predefined list, displayed separated by semicolons. |
Text | Allows input of any combination of letters, numbers, or symbols, with a maximum length of 255 characters. |
Text Encrypted | Enables users to enter any combination of letters, numbers, or symbols, stored in encrypted form, with a maximum length of 175 characters. |
Text Area | Allows up to 255 characters displayed on separate lines, similar to a description field. |
Long Text Area | Supports up to 16,777,215 characters, displayed on separate lines like a description field. Length can be set anywhere between 256 and 16,777,215 characters, with a default of 65,535 characters. |
Time | Allows entry of a time of day, including hours, minutes, seconds, and milliseconds. |
Url | Accepts up to 255 characters for any valid website address. |
Auto Number | A system-generated sequential number following a specified display format. Each new record increases the number automatically. The maximum length is 30 characters, with 20 reserved for prefix or suffix text. |
Formula | A read-only field whose value is derived from a defined formula expression, updated whenever source fields change. |
In the Record Types section, you can create new record types and manage existing ones. Based on record types, you can customize picklists and define the fields and display structure for an object by assigning a page layout.
Page Layouts can be created in the layout generator via drag and drop. Simply drag one of the available fields from the left side into a section.