---
title: "Create fields in Fullcast"
slug: "create-fields-in-fullcast"
description: "Add a CRM field or create custom fields in Fullcast from the Entities & Fields settings."
updated: 2026-03-10T19:56:06Z
published: 2026-03-10T19:56:06Z
canonical: "support.fullcast.com/create-fields-in-fullcast"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create fields in Fullcast

Add a CRM field or create custom fields in Fullcast.

- **CRM fields:**Read only fields that are imported to Fullcast from your CRM.
- **Custom fields:**Fields you create in Fullcast where the data is editable from grid tables and do not export.

> [!NOTE]
> Note
> 
> When you add fields in Fullcast from the CRM, ensure the integration user has read access to the field in the CRM. The [permission sets](/v1/docs/permission-sets) in the Fullcast managed package only cover the minimum permissions to setup initial integration. Any additional fields beyond the minimum require permission changes to the integration user.

## Create a new field

> [!NOTE]
> **Note**
> 
> - A full import job needs to be run after you add fields to Fullcast.
> - Adding and deleting new custom fields and some editing features are only possible in standard jobs, not custom jobs.
> - At least one relation must be with Accounts, People, or Products.

1. Go to **Settings > Entities & Fields**.
2. From the **Entity**dropdown,****select the entity you want to add the field to.
3. Click **Add Field.**
4. Select the appropriate option to add:
  1. **New Field:** Adds a field from your CRM.
  2. **New Custom Field:**Adds a custom field in Fullcast.![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/7ca9de05-9e9c-4646-a40e-ee42e495b5be.png)
5. Click on each tab and complete the fields:

****Source Connection****

The Source Connection connects the field from the CRM and imports it to Fullcast.

> [!NOTE]
> Note
> 
> Source Connection tab is only available for standard fields and it is not available for custom fields.

| Field | Description |
| --- | --- |
| **Type** | Automatically populates based on the selected entity. |
| **Name** | Automatically populates based on the selected entity. |
| **Table** | Automatically populates based on the selected entity. |
| **Column** | Select a field from the available options or [use syntax](/v1/docs/create-a-reference-field) to designate a reference field from the CRM. |
| **Data Type** | Automatically populates based on the selected column. |
| **Known Column Type** | Select the known column type from the available options. > [!NOTE] > Note > > Known Column Type field is tied to a process run on the data. For example, when you select the appropriate known column type for address fields, it tells the system what data to use when carving territories in a map. |

****Basic Information****

| Field | Description |
| --- | --- |
| **Field** | Complete the appropriate action for the type of field: - **CRM field:**Automatically populates based on the information you completed in **Source Connection**tab. - **Custom field:** Type a name for the custom field. |
| **Data Type** | Complete the appropriate action for the type of field: - **CRM field:**Automatically populates based on the information you completed in **Source Connection** tab. - **Custom field:**Select a [data type](/v1/docs/data-types-and-formatting-options-in-fullcast) from the dropdown for the field. |
| **Aggregation** | Select the aggregation type COUNT or SUM for the field. |
| **Label** | Type a name that displays as the the field name on the grid. |
| **Category** | Type a category to organize the record details page. |
| **Format** | Select the [format for the data type](/v1/docs/data-types-and-formatting-options-in-fullcast) from the dropdown menu. |
| **Field Update** | Select or unselect the checkbox as needed: - **Select:** Auto rerun rules trigger to run whenever the field is updated (if [auto rerun rules](/v1/docs/auto-rerun-rules) is enabled). > [!NOTE] > Note > > Auto rerun rules will only execute when a designated **field update**field is modified. - **Unselect:** Auto rerun rules will not trigger to run whenever the field is updated. |
| **Allow Grid Total** | Select or unselect the checkbox as needed: - **Select:** Displays the total value for that field in the grid table when you group by a field on the grid. - **Unselect:**Does not display the total value for that field in the grid table. |
| **Hierarchy Participation** | Select or unselect the checkbox as needed: - **Select:** Allows the field to be used in territory rules. - **Unselect:**Disables the field from territory rules. |
| **Mark as a Currency** | Toggle the option on or off as needed: - **Toggle off:**Field is not set as a currency type. - **Toggle on:** Sets the field as a currency type field and displays field values in the currency selected in your Salesforce organization’s **Manage Currencies** settings. > [!NOTE] > Note > > - Data types work only for field type of double or decimal. > - **Standard fields:** Salesforce must have multicurrency enabled. If a field is already currency type in Salesforce, this indicates to Fullcast that multicurrency is enabled, so the currency checkbox is not needed. > - This feature adds `convertCurrency()` function to the import query. The data import job will fail if Salesforce multicurrency is not enabled and if the currency format is applied to a field type that is not decimal or double. - Optional. From the **Currency Identifier Field**, select the field that indicates the currency for the field. - Optional. From the **Currency Identifier Date Field**, select the field that indicates the currency conversion value based on the date from the selected field. |

****Data Quality**(Optional)**

Set thresholds on acceptable [data quality levels](/v1/docs/introduction-to-data-quality) for the field.

| Section | Description |
| --- | --- |
| **Completeness** | Type the threshold amount. - Optional. Select the checkbox to enable the **NULL and Empty values are allowed** if applicable. |
| **Uniqueness** | Type the threshold amount. - Optional. Select the checkbox to enable the **Values must be unique**if applicable. |
| **Accuracy** | Type the accuracy percentage. - Optional. Use the [filter builder](/v1/docs/using-filter-builder-to-create-criteria) to add conditions if applicable. |

****Conditional Highlight** (Optional)**

Add conditional variables to highlight data for that field on a grid table.

| Field | Description |
| --- | --- |
| Conditional Operator | Select and operator. |
| Conditional Value | Type a value to compare the condition to. The field only allows a single value, you cannot include more than one value. |
| Conditional CSS | Add `CSS `to style the data that meets the condition formatted as: `"color": "[color]", "background-color": "[color]"` |
6. Click **Confirm**.
7. Click **Save**.

**Customer relationship management:**A software that centralizes customer data, communications, and automated processes.

Type of calculation you can perform with a roll-up summary field that counts the number of related records.

Type of calculation you can perform with a roll-up summary field that adds up the values in a specific field on the related records.