Create Custom Account Fields

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.

Create a Custom Account Field

To create an account field:

Launch and Apollo and click Settings.
Go to Data management > Objects > Accounts.
Click Fields.

Click Create Field.

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.

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

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.

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

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.

(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.
Click Save.

Your new account field will appear under Custom fields or My private fields, depending on the options you selected when configuring the field.