1. Apollo
  2. Getting Started
  3. Account Settings

Create Custom Account Fields

Article author
Apollo Team
Updated

Overview

Custom fields allow you to capture individualized research about a contact, account, or user and leverage them in Apollo sequences for personalization. Custom account fields allow you to capture information about individual companies so you can easily re-use it in a sequence template.

Check out the following sections to learn how to create and edit custom account fields.

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Create a Custom Account Field

To create an account field:

  1. Launch Apollo and click Settings.
  2. Go to Data management > Objects, fields, stages > Account fields & stages.
  3. Click Fields.

Navigation to account fields tab highlighted in Settings

  1. Click Create Field.

Create field button highlighted for custom account field

  1. Select a field type for your custom account field. Available field types include:
Field Type Description
Single-line text Allows you to include a single line of text for the account field. You must specify the maximum number of characters for the field.
Multi-line text Allows you to include a string of text that spans multiple lines. You must specify the maximum number of characters for the field. Line breaks count against the total character count.
Number Allows you to include a number with or without decimals. You cannot use non-numeric characters.
Single-select picklist Allows you to include an existing picklist or create a new picklist with defined values. You can only select one value from the picklist. For additional information about creating picklists, please see Create Global Picklists.
Multi picklist Allows you to include an existing picklist or create a new picklist with defined values. You can only select multiple values from the picklist. For additional information about creating picklists, please see Create Global Picklists.
Date Allows you to type a date in the format of Day/Month/Year or select a date with the calendar widget.
Date/time Allows you to type a date in the format of Day/Month/Year or select a date with the calendar widget. Allows you to select a time in half-hour increments from the drop-down.
Checkbox Allows you to specify either True or False within the field's drop-down.
User lookup Allows you to specify a user from your account via a drop-down.
 
Choose Wisely

You can't change the field type after creating a custom account field.

Field type options for creating custom account field

  1. Enter a field name.
  2. If you selected a single-line text or multi-line text field, define the field's maximum character count.

Field name and maximum character count fields highlighted for creating new account field

  1. If you selected a single-select or multi picklist, choose whether to use a global picklist value set or create custom picklist options. Global picklist options are shared between you and your teammates to use for any picklist fields.
    • To create custom picklist options, click Add option then enter test for each added option. Click Save as global picklist to save this list for later use and make it available to your team when they create picklist fields.

Picklist options for creating custom account field

  1. Save your new custom account field as a global custom field or a private field. Global fields are visible to everyone on your team.

Global or private custom field selection

  1. For private fields, select a search view to display your new custom field. You need to select at least 1 view to use your private field.

Search view selection for private custom account field

  1. (Optional) If your new field is a global custom field and you've integrated your Salesforce CRM with Apollo, select a Salesforce account field to map to your new custom account field. Click the checkbox to make this custom field read-only. This means that Apollo will only pull data directly from the mapped Salesforce field but won't push data back to Salesforce.
  2. Click Save.

Map to Salesforce options highlighted for new custom account field

Your new account field will appear under Custom fields.

Custom fields and private fields sections on the account fields page

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Group Fields

As you create custom account fields, you can group and rearrange those fields to make them more accessible to your entire team.

To group custom fields:

  1. Launch Apollo and click Settings.
  2. Go to Data management > Objects, fields, stages > Account fields & stages.
  3. Click Fields.

Access fields.

  1. Click Create group.

Create a field group.

  1. Name your field group, then click Save.

Name the field group.

  1. To create a new field for your group, click + within the group, then follow the above instructions to create a custom account field.

Create a new custom field.

  1. To move an existing custom field into your group, click and hold the left-side handle of the field you want to move, then drag it into the field group.

Move custom fields.

  1. Use the same handle to reorder custom fields within the same group or to reorder entire field groups.

Reorder fields and groups.

You've now created a new field group to store your custom account fields.

Your field groups and order display across Apollo, including when you view All Fields for an account.

Find field groups.

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Edit a Custom Account Field

To edit a custom account field:

  1. Navigate back to Fields.
  2. Locate your custom account field in Custom fields, then click ... > Edit field.

Edit field button highlighted for custom field on account fields page

  1. Make any desired changes to your custom account field. Note that you can't change the field type when editing an existing custom field.

Edit custom account field

  1. If you edit a custom field with a global picklist, click Go to global picklists to edit your global picklist options.

Go to global picklists button highlighted

  1. Click Save when you're done.

You've now edited your custom account field.

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