---
schema_version: "1"
id: ab9b0e8cbfa7fb888b3c0e5fa4683d19915c1a6720aa15347623f641b49ea38f
title: Customize Fields
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/customize_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.customize_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 50425f5382d9b5e64080a8794bc80bbb56980e52fb718f77bee2ff6cadbf39c6
description: Customize standard and custom fields to tailor your org to your own unique requirements.
products:
  - Salesforce Platform
  - Security
release: "264"
---
# Customize Fields

Customize standard and custom fields to tailor your org to your own unique requirements.

### Required Editions

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          <td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td>

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            <p>Available in: all editions</p>
            <p style="margin-bottom:0;">Standard Fields
              and Page Layouts are not available in
              <strong>Database.com</strong>
            </p>
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          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d203402e63">User Permissions Needed</th>
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          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d203402e63 ">To create or change custom fields:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d203402e63 ">Customize Application</td>

        </tr>
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    </table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-extend_click-264-0-0-production-enus/5f7d9219-b7b1-4552-8891-f1aba9b289fc/images/icon_tip.png)

Tip Setup with Agentforce can help you work with custom fields more efficiently. For more information, see [Setup with Agentforce](https://help.salesforce.com/s/articleView?id=xcloud.setup_agentforce_overview.htm&language=en_US) and [Data Model Management in Setup with Agentforce](https://help.salesforce.com/s/articleView?id=xcloud.setup_agentforce_data_model.htm&language=en_US).

You can:

- Modify some aspects of standard fields
- Change or add values to standard and custom picklist fields
- Define dependency rules between fields
- Create custom fields to capture additional information
- Create formula fields that automatically calculate values based on the contents of other fields
- Define default values for custom fields
- Define validation rules for your fields
- Make a field required
- Set fields to track changes, including the date, time, nature of the change, and who made the change
- Create page layouts to control the display of fields
- Set field-level security to control access to fields
- Create or modify field sets

- **[Customize Standard Fields](https://help.salesforce.com/s/articleView?id=platform.customize_stdfields.htm&release=264.0.0&type=5)**  
    You can customize several aspects of standard fields, such as the values in picklists, the format for auto-number fields, tracking field history, lookup filters on relationship fields, and field-level help.
- **[Modify Standard Auto-Number Fields in Salesforce Classic](https://help.salesforce.com/s/articleView?id=platform.modifying_standard_auto-number_fields.htm&release=264.0.0&type=5)**  
    The unique identifiers for solution, case, and contract records are standard auto-number fields. Each record is assigned a unique number with a specified format upon creation. You can modify the format and numbering for these auto-number fields in Salesforce Classic.
- **[Define Default Field Values](https://help.salesforce.com/s/articleView?id=platform.fields_defining_default_values.htm&release=264.0.0&type=5)**  
    Define a default value for a field. Use a formula to generate dynamic values or constants for static values.
- **[Validation Rules](https://help.salesforce.com/s/articleView?id=platform.fields_about_field_validation.htm&release=264.0.0&type=5)**  
    Improve the quality of your data using validation rules. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
- **[Examples of Validation Rules](https://help.salesforce.com/s/articleView?id=platform.fields_useful_field_validation_formulas.htm&release=264.0.0&type=5)**  
    Review examples of validation rules for various types of apps that you can use and modify for your own purposes. Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record.
- **[Require Field Input to Ensure Data Quality](https://help.salesforce.com/s/articleView?id=platform.fields_about_universally_required_fields.htm&release=264.0.0&type=5)**  
    Improve the quality of data that users enter in Salesforce by creating universally required fields.
- **[About Field Sets](https://help.salesforce.com/s/articleView?id=platform.fields_about_field_sets.htm&release=264.0.0&type=5)**  
    A field set is a grouping of fields. For example, you could have a field set that contains fields describing a user's first name, middle name, last name, and business title.
- **[Roll-Up Summary Field](https://help.salesforce.com/s/articleView?id=platform.fields_about_roll_up_summary_fields.htm&release=264.0.0&type=5)**  
    A roll-up summary field calculates values from related records, such as those in a related list. You can create a roll-up summary field to display a value in a master record based on the values of fields in a detail record. The detail record must be related to the master through a master-detail relationship. For example, you want to display the sum of invoice amounts for all related invoice custom object records in an account’s Invoices related list. You can display this total in a custom account field called Total Invoice Amount.
- **[Lookup Filters](https://help.salesforce.com/s/articleView?id=platform.fields_lookup_filters.htm&release=264.0.0&type=5)**  
    Improve user productivity and data quality with lookup filters. Lookup filters are administrator settings that restrict the valid values and lookup dialog results for lookup, master-detail, and hierarchical relationship fields.
- **[Fields: What’s Different or Not Available in the Salesforce Mobile App](https://help.salesforce.com/s/articleView?id=platform.customize_fields_mobile_app.htm&release=264.0.0&type=5)**  
    Not every Lightning Experience feature is in the Salesforce mobile app. Find out what’s different.