Create custom fields

How to add custom fields in Skedulo for Salesforce.

Overview

Each installation of Skedulo for Salesforce includes a standard set of data objects and fields that power the app. You can add custom fields to the existing data structure within your service platform.

You can create new fields for the existing objects or add entirely new objects that can then be used within the Skedulo app. See Create custom objects in Salesforce.

Prerequisites

You must have the required permission to add new fields within Salesforce. Refer to this Salesforce documentation.

Add a custom field in Salesforce

Adding a custom field to one of Skedulo’s existing data objects should be done through the normal process of adding fields to objects provided by your service platform. See this Salesforce documentation.

For this example, we will go through adding a custom field named Name to the Skedulo Job object using Salesforce.

Add a custom field using Salesforce Classic

To add a custom field to the Jobs object using Salesforce Classic, do the following steps:

  1. Navigate to Setup > Build > Create > Objects.

  2. On the Custom Objects page, locate and select the Jobs record (this record has Sked as the Installed Package).

    An example showing how to locate the object named job using Salesforce Classic.

  3. Navigate to the Custom Fields & Relationships section. Then select New to add a new field.

    An example showing how to locate the object named job using Salesforce Classic.

Add a custom field using Salesforce Lightning

To add a custom field to the Jobs object using Salesforce Lightning, do as follows:

  1. Navigate to Setup > Object Manager > Job > Fields & Relationships.

  2. From the Jobs object, add a new field by selecting New.

An example showing how to locate the object named job using Salesforce Lightning.

Add a new field

Once you select New, the New Custom Field displays.

To add a new field, do to following steps:

  1. Choose the data type of field. For this example, select the Text data type.

    Select the text field.

  2. Configure the field settings. These settings will change depending on the data type selected.

    For this example, set the label as Name and set a maximum length of 100 characters.

    Configure the field settings.

  3. Check the default security settings provided. Then select Next.

    The default security settings.

  4. Review the final summary of the field you are creating. Then select Save to finish or Save & New to create more custom fields.

    Final summary of the new field.

Once you have successfully created the new field, it should appear in the Custom Fields & Relationships section of the Job object page.

An example showing the new field named cause added to the job object in Salesforce Classic.

Also, see Manage custom fields in Skedulo for Salesforce.

Reference a custom object

If you set up a custom field that references a custom object (i.e., an object outside the standard set of Skedulo objects) then you must ensure that the object has the following fields:

  • UID: The unique key field for records of this object.

  • Name: A descriptor field that is used when displaying records of this object.

You also need to ensure that Skedulo users have permission to access these objects. For Salesforce, this may mean using a Skedulo permission set to grant users “Read” access to the newly created object. For example, the Skedulo Base Permission Set provides “Read” permissions for all Skedulo objects.