Sales Manager Notes Field

Creating Manager-Only Fields in Salesforce

Introduction

This guide will show you how to create a custom field in Salesforce that is only accessible by managers. This can be useful for storing sensitive information or notes that you don't want everyone to see.

Step-by-Step Instructions

1. Go to the Opportunity Fields page.

2. Click the New button.

3. Select the Text field type.

4. Enter a name for the field, such as "Manager Notes".

5. Select the Long Text Area input type.

6. Check the Keep 3 Visible Lines checkbox.

7. Click Next.

8. In the Field-Level Security section, select the Visible checkbox for the manager profile.

9. Also, select the Visible checkbox for the System Administrator profile.

10. Click Next.

11. Add the field to the opportunity layout.

12. Click Save.

Usage

Once you have created the field, you can add it to the opportunity layout so that managers can see it. To do this, go to the Opportunity Layouts page and edit the layout that you want to add the field to. Drag and drop the field into the desired location on the layout.

Managers will now be able to see the field on the opportunity record page. They can add notes to the field, but other users will not be able to see them.

Conclusion

This is a simple but effective way to create a custom field in Salesforce that is only accessible by managers. This can be useful for storing sensitive information or notes that you don't want everyone to see.