RevOps doc · CRM Tips

Renaming Fields and Objects

Standard object and field labels can be renamed to match how the business actually speaks — Accounts, Opportunities, Amounts. Matching the CRM to existing vocabulary removes a persistent source of adoption friction and reporting confusion.

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#Overview

This document provides instructions on how to rename standard fields and objects in Salesforce, including:

  • * Accounts
  • * Opportunities
  • * Amounts

#Renaming Accounts

1. In Salesforce, go to **Setup** > **Quick Find**, and enter "Rename".

2. Click on **Rename Tabs and Labels**.

3. In the **Rename Tabs and Labels** page, click on **Add**.

4. In the **Add Rename Rule** dialog box, select **Accounts** from the **Object** dropdown list.

5. In the **New Name** field, enter the new name for accounts (e.g., "Companies").

6. Click **Save**.

#Renaming Opportunities

1. In the **Rename Tabs and Labels** page, click on **Add**.

2. In the **Add Rename Rule** dialog box, select **Opportunities** from the **Object** dropdown list.

3. In the **New Name** field, enter the new name for opportunities (e.g., "Deals").

4. Click **Save**.

#Renaming Amounts

1. In the **Rename Tabs and Labels** page, click on **Next**.

2. In the **Rename Fields** page, select **Amount** from the **Field** dropdown list.

3. In the **New Name** field, enter the new name for the amount field (e.g., "Annual Recurring Revenue").

4. Click **Save**.

#Results

After following these instructions, the standard accounts, opportunities, and amounts fields and objects in Salesforce will be renamed to the specified values.

#Additional Information

* You can also rename custom fields and objects in Salesforce.

* When renaming fields, be sure to update any reports, dashboards, or other Salesforce components that use the renamed fields.

* If you are renaming a standard object, you will also need to update any Apex code or Visualforce pages that reference the renamed object.

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