Understanding system company fields

The system provides predefined company fields that capture essential details about each company record. These fields are built into the application to support core functionalities such as record creation, automation, and integrations.

Accessing system company fields

• Go to Setup > Modules and Fields > Companies.
• Or use the search bar in Setup, type Companies, and select it from the results.

System fields

BoldSales provides a set of predefined company fields that capture essential business information.

Name *

The official name of the company.

Website

The company’s official website URL, allowing quick access to its online presence.

Description

Additional notes or details about the company. This field is available on the company detail page and supports up to 1,500 characters, so keep your entries concise and relevant.

Phone numbers

Contact numbers for the company, including business, personal, and additional numbers.

Street

The street address of the company’s physical location.

City

The city where the company is located.

State

The state or province of the company’s address.

Country

The country where the company operates.

Postal code

The ZIP or postal code for the company’s address.

Owner

The user assigned to manage the company record.

X (formerly Twitter)

The company’s official Twitter handle for social media engagement.

Facebook

The link to the company’s official Facebook page.

LinkedIn

The link to the company’s LinkedIn profile.

Number of employees

The total number of employees in the company.

Annual revenue

The estimated annual revenue of the company.

Industry

The industry the company belongs to, such as Accounting, Banking etc.

Company type

Defines the classification of the company, such as Analyst, Customer etc.

Sector

The business sector the company operates in, such as Private, Public etc.

Year founded

The year the company was established.

These system fields come built-in and cannot be deleted. However, they can be renamed for better relevance.
Fields marked with an asterisk (*) are mandatory by default.

Insight fields

Insight fields are system-generated and automatically capture activity and interaction data related to companies. They cannot be customized, but they appear on the company detail page and can be used for filtering and automation. These fields provide real-time visibility into engagement without manual input, helping users track activity history and follow up effectively.

Last activity

Stores the most recent past activity associated with the company record, based on the date and time closest to the current time.

The most recent activity is:

• Event when an event’s Start date (date and time) is the closest past date and time.
• Task when a task’s Due date (date and time) is the closest past date and time.
• Note when a note’s Created on date and time is the most recent past date and time.
• Call when a call’s Start date and Start time is the most recent past date and time.

Last activity on

Stores the date and time of the activity identified as Last activity, using the relevant timestamp for that activity type (event start, task due, note creation, or call start).

Upcoming activity

Stores the nearest future activity associated with the company record, based on the date and time closest to the current time.

The upcoming activity is:

• Event when an event’s Start date (date and time) is the closest future date and time.
• Task when a task’s Due date (date and time) is the closest future date and time and the task is not closed.

Upcoming activity on

Stores the date and time of the activity identified as Upcoming activity, using the relevant timestamp for that activity.

Last assigned on

Stores the date and time when the company record’s owner was last changed.

Created on

Stores the date and time when the company record was created.

Created by

Stores the user who created the company record.

Modified on

Stores the date and time when the company record was last updated.

Modified by

Stores the user who last updated the company record.

Customizing system company fields

System fields can be customized to improve usability and ensure they align with your business requirements. While you cannot delete or change their field type, you can modify aspects such as visibility, mandatory status, dynamic behavior, etc.

Field visibility

When creating a company, the form displays only the fields included in the create form in the fields setup. After you save the company, the details page displays all the fields, including those hidden during creation, so you can review or update them later. To include the fields in the create form,

• Go to Setup > Modules and Fields > Companies.
• Under Form settings, click Edit.
• Check the Show in create form checkbox.
• Save your changes.

Alternatively, you can check the Show in create form option in the field details page, which you can access by clicking the field name in the field listing page.

The Create form settings apply only to the detailed create form. They do not affect the quick create form, which appears as a pop-up and is configured by default for faster record creation and cannot be customized.

Required fields

By default, Name is a required field. To make other fields mandatory,

• Go to Setup > Modules and Fields > Companies.
• Under Form settings column, click Edit.
• Check Show in create form and Make this field required.
• Save your changes.

Alternatively, you can check the Make this field required option in the field details page which you can access by clicking the field name in the field listing page. Note that Show in create form must be checked before that.

Field order

In the create form and in the details page of the company, fields appear in the order you set using the Reorder fields option on the fields listing page’s toolbar.

Other field customization options

When you click a field name in the fields listing page, you will be redirected to the details page, and you can configure the following:

Field name

The label shown to users wherever this field is used. It can be edited to make it clear and descriptive.

API name

This name is used to reference the field in the API and other integrations. It cannot be changed.

Field type

The data type (e.g., Single-select dropdown, Date and time) of the field. This determines how the field behaves and what data it can store. It cannot be changed.

Unique value

A unique field ensures that each value entered is distinct across all company records, preventing duplicates and maintaining data accuracy.

The Unique value option is available only for the Name field.

To make the Name field unique:

• Check the box next to the Unique value option.
• This setting ensures data integrity by preventing duplicate company names from being saved in the system and displays an error if you attempt to create a company with an existing name.

Description

To provide a brief explanation or context for this field. This helps users understand the purpose or importance of the field. This description can either be shown below the label or as a tooltip based on whether Display description as tooltip option is checked or not.

Instructions

To provide specific directions or format requirements to guide users in entering information correctly and avoiding errors. This will be displayed below the input field. Example: “Enter date in DD/MM/YYYY format.”

Placeholder text

To provide a short hint about what to enter. This text appears inside the field until the user starts typing. Example: “Enter client name.”

Options

Provides the list of options users can select from when entering data in the field. These options are applicable only for fields with selective field types, such as Single-select dropdown, Radio button, and Checkbox list.

Field display and editing configurations

• Show in create form – Check this option to display the field when creating a company record.
• Make this field required – Check this option to make the field mandatory when creating a company record.
• Conditional logic – Allows you to set rules that determine the behavior of this field based on values from other fields. Configure conditions to dynamically display this field as optional or mandatory in the create form or during inline editing on the details page, adapting to the editing requirements.
• Controlling field (Field dependency) – Allows you to add a master field that controls the behavior of this field, turning it into a dependent field. This dependency allows for configuring the dependent field’s state (visible, required when visible) or the automatic population of values based on the controlling field’s inputs.
• Make this field non-editable on the details page – Prevents users from editing the field after creation.

If a field is included in the create form, you cannot add a controlling field or apply conditional logic to it. Similarly, if a field is already dependent on a controlling field or displayed based on conditional logic, it cannot be directly included in the create form.