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.
Note for non-admin users: If you don’t have access to configure or manage Companies, contact your BoldSales administrator to request the required permission.
Note for administrators: For managing permissions, refer to Managing User Permissions (Permission Set).
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 company fields
Below are the available system company fields.
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.
Phone numbers
Contact numbers for the company, including business, personal, and additional numbers. You can mark one of the phone numbers as primary.
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.
The link to the company’s official Facebook page.
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. The options can be customized to suit business needs.
Company type
Defines the classification of the company, such as Analyst, Customer, etc. The options can be customized to suit business needs.
Sector
The business sector the company operates in, such as Private, Public, etc. The options can be customized to suit business needs.
Year founded
The year the company was established.
Though system fields cannot be deleted or have their field type changed, you can modify aspects such as visibility, mandatory status, dynamic behavior, and field order. For more details, visit: Customizing company fields.
