Field Creator¶
Eligible Objects¶
The Field Creator supports creating fields for the following types of objects:
- Standard Objects - Objects that support page layouts (Account, Contact, Opportunity, etc.)
- Custom Objects - User-defined objects ending with
__c - Platform Events - Event objects ending with
__efor real-time event processing - Custom Metadata Types - Configuration objects ending with
__mdt
Note: The field types available and permissions behavior may vary depending on the object type selected. For example, Platform Events have limited field type support and do not use field-level security.
Supported Field Types¶
The Field Creator feature supports the following field types:
For Standard Objects and Custom Objects¶
- Checkbox
- Currency
- Number
- Percent
- Date
- DateTime
- Phone
- Url
- Location
- Picklist
- Multiselect Picklist
- Text
- TextArea
- LongTextArea
- Html
For Platform Events (Limited Support)¶
- Checkbox
- Date
- DateTime
- Number
- Text
- LongTextArea
Platform Event Limitations: Platform Events do not support Help Text, Unique constraints, or External ID options. Only the Description field property is available.
Getting Started¶
- Open the Field Creator through the pop-up.
- Select the object you want to create fields for from the dropdown menu.
- Use the managed package toggle to include/exclude objects from managed packages in the object selector.
Creating Fields¶
- Click "Add Row" to add a new field.
- Fill in the Label, API Name, and select the Field Type.
- Click "Options" to set additional field properties (This modal will be dynamic depending on the field type).
- Click "Permissions" to set field-level security, use the "Apply to All Fields" option in the Permissions modal to quickly set permissions for all fields.
Bulk Import¶
- Click "Import CSV" to open the import modal.
- Enter comma-separated values in the format: Label, API Name, Type. (The separator can be configured from the extension options)
- Click "Import" to add the fields to your list.
Deploying Fields¶
- Review your field list for accuracy.
- Click "Deploy Fields" to create the fields in your Salesforce org.
- Check the deployment status icon for each field.
Additional Features¶
- Use "Clone" to duplicate a field row.
- Use "Delete" to remove a field row.
- Click "Clear All" to reset the entire field list.
Available Options¶
- You can choose the default naming convention ('PascalCase' or 'Underscore') for the API Name of the fields.
- You can configure whether to include managed package objects in the object selector (disabled by default).