> For the complete documentation index, see [llms.txt](https://docs.leanscale.team/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.leanscale.team/crm-tips/salesforce/sales-manager-notes-field.md).

# Sales Manager Notes Field

{% embed url="<https://www.youtube.com/watch?index=22&list=PLS9gb0Qneac2EIlybS-X1aC418MDsAasb&pp=iAQB&v=ozkwpEl9sB0>" %}

#### 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.


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