How to create a new field in Salesforce
In this episode, Brad Owens introduces the concept of fields in Salesforce. Fields are individual pieces of information that can be tracked on objects within Salesforce. Brad demonstrates how to add a new field, specifically a 'height' field, to a contact object. He shows how to edit the page layout to include the new field and explains that fields can be added to any type of object in Salesforce. Brad emphasizes the importance of understanding Salesforce's capabilities for recruiters and invites viewers to ask questions and learn more about the platform.
Keywords
Salesforce, fields, objects, tracking, contact, page layout, setup, recruiting
Takeaways
Fields in Salesforce are individual pieces of information that can be tracked on objects.
To add a new field, go to the setup tab, create the field with the desired specifications, and add it to the page layout.
Fields can be added to any type of object in Salesforce, such as contacts, accounts, or jobs.
Understanding Salesforce's capabilities can greatly benefit recruiters and their businesses.
Titles
Introduction to Fields in Salesforce
Demystifying Salesforce for Recruiters
Sound Bites
"Fields are any individual thing that you would like to track on some sort of object inside Salesforce."
"Fields can include things like assistant, assistant's phone number, birthday, and more."
"Adding a field is as easy as dragging and dropping it onto the page layout."
Chapters
00:00
Introduction to Fields in Salesforce
02:37
Adding a New Field to an Object
04:29
Customizing the Page Layout
05:46
Flexibility and Tracking in Salesforce