ISVforce Guide

Introduction
ISVforce Quick Start
Designing and Building Your App
Packaging and Testing Your App
Passing the Security Review
Publish Your Offering on the AppExchange
Manage Orders
Key Objects in the Channel Order App
Installing and Configuring the Channel Order App
Install the Channel Order Application
Configure the Channel Order App: Define a New Email Service
Configure the Channel Order App: Provide Service Order Credentials
Add Custom Fields to the Order Detail Page
Enable the Channel Order App for Non-Admin Users
Managing Contract Terms and Product Catalogs
Submitting and Managing Orders
Using the Partner Order Submit API
Managing Licenses
Provide a Free Trial
Supporting Your Customers
Upgrading Your App
Appendices
Glossary
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Add Custom Fields to the Order Detail Page

You can add custom fields to the Order detail page to collect any data you want as orders are entered.
Follow the steps below to add custom fields to the Order detail page. All field types are accepted and the data entered is only stored locally in your org (not sent to Salesforce).

You can’t manage field sets in the Lightning Experience, so follow these steps only if you’re using the Salesforce Classic.

Note

  1. First, create the custom fields on the Service Order object. From Setup, enter Objects in the Quick Find box, then select Objects and select the Service Order object. In Custom Fields & Relationships, click New.
    For detailed instructions, see Creating Custom Fields in the Salesforce Help.
  2. Add the new fields to the Custom Fields Field Set for the Service Order object and order them as they should appear on the Order detail page.
    For details on field sets, see Creating and Editing Field Sets in the Salesforce Help.
  3. When you save the additions to the Service Order object, a new section called Enter Custom Details will appear on the Order detail page that contains the custom fields.
    enter custom details