Requesting Fields added to Salesforce

Tags salesforce

Issue/Question

The end user is requesting new fields to be added to Salesforce because of a change in processing.

A new field needs to be added to the Salesforce interface.

Environment

  • Salesforce

Cause

Processing change

Resolution

  1. Please contact the Service Desk with the following information
    1. What object will the fields be associated with
    2. What are the fields
    3. What type of fields are they, i.e. date, checkbox
    4. If the field is a picklist, what are the values for the picklist
    5. What page layout will the fields be associated with
    6. Who should have access to the new fields
    7. What system the new data is coming from and how to find the data
    8. Logic needed to calculate a value
    9. Location in Salesforce where to load the data

ITS STAFF ONLY

  1. See Adding fields to Salesforce
 

Details

Article ID: 1708
Created
Fri 12/21/18 3:35 PM
Modified
Tue 3/31/20 6:35 AM
KCS Article Status
WIP: Only Problem & some Environment captured
Not Validated: Complete & Resolution captured, confidence lacks in structure, content, no feedback
Validated: Complete & reusable, used by licensed KCS user, confidence in resolution & std. compliance
Validated