Configure a User Defined Field

Requires permission Setup: User Defined Fields to configure. Review About User Defined Fields concept and field reference topics.

To access, edit, or create a User Defined Field (UDF):

  1. Go to Setup > General > User Defined Field
  2. Select an existing UDF to edit or click Add to create a new UDF.
  3. In Name, type a name for this UDF.
  4. In Data Type, select the desired data type.
  5. In Help Text, type a meaningful and concise description for the selected UDF. Max 500 characters.
  6. Click Save. The UDF will be visible in the person profile tab.
Parent topic: Setup General