Tuesday, May 10, 2016

Creating Custom Field/Relation in Salesforce

Custom fields can be created in Salesforce in a object. After saving the Object open the object and scroll down to find the section Custom Fields and Relationships section. Click on New button to create a new field or a relationship.

Login > Setup > Create > Objects > Select Object (Position) > Custom Field & Relationship


Profile setting for a field can be added while creating a field. If you want to change any profile permission which was already added, clicking on EDIT on field is not the solution as you don't find any thing related to profiles as shown in the above pic. Use the below screenshot where you can change the FLS(Field level security).

Login > Setup > Create > Objects > Select Object (Ex: Position) > Custom Field & Relationship > Select Field (Ex: Status field) > Select either Set Field-Level Security or View Field Accessibility Buttons.

This way you can change a single security for all profiles. The other way where you can change all field level securities for a single profile can be found below.

SELECT Set Field-Level Security


SELECT View Field Accessibility Button


 Click on Required highlighted to get below screen

One more way to change the field level permissions is go to profile where you want to change.

Login > Setup > Manage Users > Profiles > Scroll down to Field-Level Security section and Click on View beside object where you want to change for.



Click on Edit and change all field permissions at asingle profile level which is opposite to the above discussed 





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