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About Custom Fields

Siebel CRM On Demand supplies the default fields most organizations need to use the application. However, you might find that there are fields in your existing records that do not have the corresponding fields in the records in Siebel CRM On Demand. In this case, you can create new fields, called custom fields, to support the unique needs of your company. This need might arise when you have existing records that you want to import into Siebel CRM On Demand.

Custom fields:

  • Can be used in assignment rules, reports, filtered lists, and targeted search
  • Cannot be deleted
  • Cannot be viewed until they are explicitly added to custom page layouts
  • Are not inherited from one record type to another

    For example, a custom field you added for leads is not automatically carried over to opportunities when that lead is converted to an opportunity.

    Custom fields for lead records must be mapped if you want them to transfer when a lead is converted to an opportunity, account, or contact.

  • Cannot be viewed by other users until they sign in again
  • Can be referenced by Web links, Web services, and other integration technologies

The following table shows you how many new fields you can add to Siebel CRM On Demand. The data pertains to available fields for most record types; that is, you can add 100 new picklist fields for accounts, 100 for contacts, 100 for opportunities, and so on. The maximum number of active values in a picklist is 1000.

Field Type

Number of New Fields Allowed

Check box

35

Currency

25

Date

25

Date/Time

35

Integer

35

Multi-select picklist

10

Number

33

Percent

30

Phone

20

Picklist

100

Text (Long)

30

Text (Short)

70

Web Link

100


Published 05/11/2007