How to Create a Custom Field

Click the gear icon to access the setup. Note: this process can only be completed by a system administrator).

Click Setup.

Click "Object Manager"

Click the "Quick Find" field.

Select the object where you want to add the field (Person, Agreement, Escrow, etc). For this example, we're adding to the Agreement. Click "Agreement"

Click "Fields & Relationships"

Click "New Custom Field"

We're going to add a URL field for our external system where we store files. Choose the appropriate field type for what you're adding.

In our example we're adding a URL field. Click the "URL" field.

Click Next.

You can add Help Text that displays on the page for users to understand what the field is used for. Description is only shown to administrators in the setup.

Click Next.

Grant access to users (read only or write where they can edit the field).

Click Next.

Click Save.

Now lets add the field to where we want it displayed on the Agreement page. Click "Page Layouts"

This will show you all of the available layouts. If you only want to show a field on a Buyer agreement, you can edit the specific page. Click "Retail Buyer".

Now you see the existing layout. When you add new fields, they will end up on the bottom of the first section on the right. You can drag and drop it anywhere else on the layout.

Click "Save"

Let see our new field! Click "Agreements"