- [Narrator] Let's check out standard…and custom fields in Salesforce.…Your Salesforce account comes with standard fields,…and you can also add custom fields as well,…which really is great because…it allows you unlimited data storage opportunities.…Let's look at some standard fields on leads.…First, we need to be signed into our Salesforce account…and, let's go ahead and click on the Leads tab right here,…and we'll select a lead,…let's pick the first one off the view here.…
And then let's go ahead and click on…details and scroll down.…Here's some of the standard fields that address…the most common data types,…and these come straight out of the box with Salesforce.…However, sometimes you need a little bit extra,…and let's go ahead and check out custom fields.…There are over two dozen different types of…custom fields, so it's important to select the correct type…for what you're doing, and I'll show you how this works.…
We'll go ahead and add a custom field to…our Salesforce account.…First what we want to do is,…go over to the gear cog icon at the top right of the screen,…
AuthorChristopher Matthew Spencer
- Explain Salesforce editions and cloud types.
- Describe Salesforce Chatter features.
- Outline the Salesforce access permission features.
- Summarize lead functionality in Salesforce.
- Use Salesforce assignment and escalation rules.
- Construct Salesforce objects using relationships and schemas.
- Demonstrate formatting and interactivity in Salesforce reports.
Skill Level Intermediate
Salesforce for Sales Managerswith Christine Volden46m 47s Advanced
Learning Salesforce.com Developmentwith Duard Lynn Davis1h 46m Intermediate
Salesforce: Einstein Analyticswith Christine Volden53m 30s Intermediate
1. Getting Prepared
2. Users and Data Visibility
3. Working with Salesforce
4. Customizing, Branding, and Social
6. Data Management
7. Data Security
Next steps1m 14s
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