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  • Renaming Standard Fields and Objects in Salesforce
  • Overview
  • Instructions
  • Results
  • Additional Information

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Renaming Fields and Objects

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Last updated 7 months ago

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Renaming Standard Fields and Objects in Salesforce

Overview

This document provides instructions on how to rename standard fields and objects in Salesforce, including:

  • Accounts

  • Opportunities

  • Amounts

Instructions

Renaming Accounts

  1. In Salesforce, go to Setup > Quick Find, and enter "Rename".

  2. Click on Rename Tabs and Labels.

  3. In the Rename Tabs and Labels page, click on Add.

  4. In the Add Rename Rule dialog box, select Accounts from the Object dropdown list.

  5. In the New Name field, enter the new name for accounts (e.g., "Companies").

  6. Click Save.

Renaming Opportunities

  1. In the Rename Tabs and Labels page, click on Add.

  2. In the Add Rename Rule dialog box, select Opportunities from the Object dropdown list.

  3. In the New Name field, enter the new name for opportunities (e.g., "Deals").

  4. Click Save.

Renaming Amounts

  1. In the Rename Tabs and Labels page, click on Next.

  2. In the Rename Fields page, select Amount from the Field dropdown list.

  3. In the New Name field, enter the new name for the amount field (e.g., "Annual Recurring Revenue").

  4. Click Save.

Results

After following these instructions, the standard accounts, opportunities, and amounts fields and objects in Salesforce will be renamed to the specified values.

Additional Information

  • You can also rename custom fields and objects in Salesforce.

  • When renaming fields, be sure to update any reports, dashboards, or other Salesforce components that use the renamed fields.

  • If you are renaming a standard object, you will also need to update any Apex code or Visualforce pages that reference the renamed object.