Custom fields for accounts and contacts
Add custom field types (text, select, date, number), required fields, and role-based visibility.
Custom fields
Custom fields let you track data specific to your business on accounts, contacts, and other objects.
As a user
Custom fields you've been given appear automatically:
- When viewing an account — in the Account Details card on the Overview tab (a "Custom Fields" section of label/value pairs), and optionally as columns on the Accounts list (add them from the Columns picker).
- When creating or editing an account or contact — inline in the form.
Configuring them (admins)
Admin Console → Data Model → Custom Fields. Add fields to accounts, contacts, success plans, opportunities, Actions, and more. Types include text, number, date, URL/email, and select (picklist). Select values are validated on every write path, so bad values can't sneak in via import or API. Mark fields required and control per-role visibility; they render automatically on the relevant forms and detail views.
Related: *Understanding the Account Profile view* · *Custom Fields & Picklists (admin)*