How to create a rich text field in Salesforce?

In this Salesforce tutorial, we will learn how to create a rich text field in Salesforce and we can use it to format the text with the common formatting option like bold, and italic which are unavailable in plain text. Moreover, we will focus on some of the practical scenarios for implementation.

Recently, I worked for the Freddie company in the United States of America. While working here, I got a task where I needed to format the text. To fulfill this requirement I use the text area rich Field Type and which is present under the Field and Relationship.

So, as a solution, I discovered the text area rich field as a solution that helps in formatting the text and adding the images and links. Let’s go into more detail about how to create the text area rich field type in Salesforce Lightning and Salesforce Classic.

Text area rich field type in Salesforce

Text area rich field type is defined as a field type that permits the users to enter the formatted text and add images and links. We enter the 131,072 characters on a separate line. We can create a rich text field in any object.

This text area rich field is the field that gives additional functions like the ability to view and edit the source and it also supports more HTML styles.

For example, there is a Costco company that launched some products in the market and wants to get back feedback about the product from the consumer who buys their products and wants loyal feedback about their product. If there is any need to improve the product quality so they focus on that after getting the feedback.  For getting feedback from the users they use the text area rich field in which the customer can add their feedback. And the entering feedback reaches the company.

Now, let’s move further and see how to create the text area rich field type in Salesforce Lightning and Salesforce Classic.

How to create text area rich field type in Salesforce Lightning

Here we are creating the text area rich field type in Salesforce Lightning. Here we are taking an example we are using the product object inside the product object we want to add the product feedback as a text area rich field because there are some companies that want feedback about their products.

If you want to learn how to create the text area rich field type in salesforce lightning follow these steps:

Step-1: Login into your Salesforce lightning account, Go to the gear icon. Under the gear icon, there are two options present first one is Setup and another one is Service Setup. Here we are clicking on the Setup option.

After clicking on the setup option, the setup page is open. Click on the Object Manager that is present at the nav bar near the home tab.

Step-2: After clicking on the Object Manager, the Object Manager page is open. Here we can see lots of objects are present. Here we want to select the Product object. For selecting the product object, enter the product object in the search box. The product object comes at the top, click on the product object.

Step-3: After clicking on the product object, the product object page is open. Under this product object page, there is a details section in which field and relationship option is present. Click on the fields and relationship option.

Step-4: After clicking on the field and relationship option, the field and relationships page is open. For creating the field type click on the new button that is present at the top of the field and relationship page.

Step-5: After clicking on the new button, the data type page is open. There are lots of data types present on the page. Here we are selecting the text area rich data type field that is present at the bottom of the page. The text area rich field allows users to enter the formatted text and add images and links. We enter the 131,072 characters on separate lines and then click on the next button.

Step-6: After clicking on the next button, the product’s new custom field page is open. Now enter the details, first fill the field label as Product Feedback and then fill the length as 32,768 after that fill the visible line by 25 and then fill the field name by simply clicking on the field, and the field name is automatically filled then fill the description if you want to fill otherwise leave the field the same.

After that click on the next button that is present at the top and the bottom of the page.

Step-7: After entering the details, now established the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

Click on the visible checkbox and then click on the next button that is present at the top and the bottom of the established field-level security page.

Step-8: After establishing the field-level security, now add the custom field to the page layout. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.

Step-9: After clicking on the save button. The text area rich field type is created, go to the app launcher and enter sales in the search box. Select sales, the sales page is open and then select the product object that is present in the nav bar.

The product object page is open, here you can see that on the right side of the page, there is a details section and under this section, we can see that the text area rich field type is created and we can enter the feedback related to the product in the product feedback field.

In this way, we understand how to create the text area rich field type in Salesforce Lightning. Let’s Proceed further and learn how to create the text area rich field type in Salesforce Classic.

Read How to Change Custom Field Type in Salesforce

How to create text area rich field type in Salesforce Classic

Here we are creating the text area rich field type in Salesforce Classic. Here we are taking an example we are using the campaign object this campaign object is like a container-related marketing effort. In this campaign object, we want to add the campaign description as a text area-rich field. Where we give the description related to the campaign.

If you want to learn how to create the text area rich field type in Salesforce Classic follow these steps:

1:  First log in to the Salesforce account, when we log in to the account the Salesforce lightning edition is open. Moving to Salesforce Classic, click on the Profile picture. The Profile picture drop-down list is open. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it.

After clicking on the switch to Salesforce Classic option, click on the drop-down arrow of the username. The drop-down list is open, under this list Setup option is present below the My Profile option. Click on the Setup.

2: After clicking on the setup option, the setup page is open. Enter the lead in the Quick Find Box. The campaign object comes at the top, click on the campaign drop-down menu. The drop-down list is open, under this drop-down list there is a field option. Click on the field option.

3: After clicking on the fields option, the campaign custom field page is open. Scroll to the bottom of the page there is a campaign custom field and a relationship section. For creating the new field click on the new button.

4: After clicking on the new button, the data type page is open. There are lots of data types present on the page. Here we are selecting the text area rich data type field that is present at the bottom of the page. Click on the next button.

5: After clicking on the next button, the campaign’s new custom field page is open. Now enter the details, first fill the field label as campaign description and then fill the length as 32,768 after that fill the visible line by 25 and then fill the field name by simply clicking on the field, and the field name is automatically filled then fill the description if you want to fill otherwise leave the field the same.

After that click on the next button that is present at the top and the bottom of the page.

6: After entering the details, now established the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

Click on the visible checkbox and then click on the next button that is present at the top and the bottom of the established field-level security page.

7: After establishing the field-level security, now add the custom field to the page layout. Select the page layout that should include this field. This field will be added as the last field in the first 2-column section of this page layout. The field will not appear on any pages if we do not select a layout. Click on the save button.

8: After clicking on the save button. The text area rich field type is created, go to the app launcher and enter sales in the search box. Select sales, the sales page is open and then select the campaign object that is present in the nav bar.

The campaign object page is open, here you can see that on the right side of the page, there is a details section and under this section, we can see that the text area rich field type is created and we can enter the description related to the campaign in the campaign description field.

This is how to create the text area-rich field type in Salesforce Classic.

Conclusion

The Salesforce text area rich field type permits the users to enter the formatted text and add images and links. We enter the 131,072 characters on a separate line. We can create a rich text field in any object.

This text area rich field is the field that gives additional functions like the ability to view and edit the source and it also supports more HTML styles.

I hope you got an idea of how to create a rich text field in Salesforce also, I have explained step by step how to create the text area rich field type in Salesforce Lightning and in Salesforce Classic.

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