Step 1
NB. Admin users in Salesforce can create new data fields in Salesforce, allowing you to capture the information that matters most to your sales and marketing teams.
You can add a custom property by navigating to the gear icon and select Setup. This launches Setup in a new tab.
Click the Object Manager tab and click to create a new object
Next, list all of the fields accessible for this object
Then enter the required field details (these can be different fields depending on the type you’re creating)
You will need to add in field name, field description and a help text
Next step you need to define the field security, by selecting to which type of users the field will be visible and accessible
Lastly, you need to select the page layout, when applicable.
Your custom properties can allow you to get further data on leads, organisations, or products.
Step 2
In Salesforce, fields are organized within objects, but there isn't a native feature to group fields within an object for display purposes. However, you can achieve a similar effect by customizing page layouts or using Dynamic Forms.
Page Layouts: Page layouts allow you to arrange fields on a record detail page. By adding sections, you can group related fields together, enhancing readability and organization. For example, you might create separate sections for "Contact Information," "Address Details," and "Additional Information," each containing relevant fields.
Dynamic Forms: Dynamic Forms provide more granular control over field placement and visibility. They enable you to configure fields and sections directly on the Lightning App Builder, allowing for conditional visibility based on specific criteria. This means you can display or hide field groups dynamically, tailoring the user experience to different scenarios.
Setting Up Page Layouts
Page Layouts in Salesforce allow you to organize how fields (properties) are displayed on a record page. You can create sections to group related fields together.
Steps to Set Up Page Layouts:
Navigate to Object Manager:
From Salesforce Setup (gear icon in the top right), type "Object Manager" in the Quick Find box and select it.
Choose an Object:
In the Object Manager, find and select the object (like Account, Contact, Opportunity, etc.) you want to modify.
Edit the Page Layout:
Under the object’s settings, select Page Layouts.
Click the Edit button next to the page layout you want to modify (for example, “Account Layout”).
Add Sections to Group Fields:
In the layout editor, scroll to the section where you want to add new fields or sections.
To create a new section, click on "Add Section". You can choose from different section types (e.g., two-column or one-column).
Drag and drop fields into the new section.
Save the Layout:
After arranging your fields and sections as needed, click Save to apply the changes.
This will group related fields into sections and ensure a more organized user interface when users view records.
Setting Up Dynamic Forms
Dynamic Forms allow you to configure fields and sections on the record detail page based on specific criteria, enhancing flexibility. This feature is available for Custom Objects and is supported on Lightning Experience.
Steps to Set Up Dynamic Forms:
Navigate to Object Manager:
As with Page Layouts, go to Setup and type "Object Manager".
Select the custom object for which you want to configure Dynamic Forms (note: Dynamic Forms are only available for custom objects in Salesforce).
Open the Lightning Record Page:
In the Object Manager, find your object and then go to Lightning Record Pages.
Create or Edit a Lightning Page:
Click New to create a new Lightning Record Page or click Edit next to an existing page if you want to modify it.
Choose the page template that fits your needs (e.g., one-column or two-column layout).
Add Dynamic Forms to the Page:
In the Lightning Page Builder, drag and drop the Record Detail component to the page.
Once the Record Detail component is added, click on the Upgrade Now button to convert the traditional page layout into a Dynamic Form layout.
Add Fields and Sections Dynamically:
In the Record Detail component, you can now add individual fields and sections.
Drag and drop fields into the layout, and you can use Visibility Rules to show or hide fields based on conditions (e.g., only show a field if a specific checkbox is selected).
Apply Conditional Visibility:
To apply visibility rules, click on the field or section and select Set Visibility.
Define the criteria, like field values or user permissions, to determine when the field or section should appear.
Save and Activate:
Once you’ve configured the layout and visibility, click Save and then Activate to make the page live.