Salesforce Text Area Field

Salesforce Text Area Field can be used the text area field anywhere for writing letters or speech, and it is similar to the description field.

I recently worked for Salesforce. While working here, I received a task to write about events. To fulfill this requirement, I used the text area Field Type.

Let’s discuss in more detail how to create the text area field type in Salesforce Lightning and Salesforce Classic.

Text Area Field Type in Salesforce

The text area field type is defined as a field that permits users to enter up to 255 characters on a separate line, similar to the description field. We can create the text field on any type of object because the text is useful for writing important information like descriptions, details, etc.

For example, the event manager creates an event. Without telling everyone one by one, the details of the event can be forwarded to all the students or volunteers by a single text. So, for this, the event manager creates a text field in which they can write 255 characters on a single line.

This is similar to the description field, and every student and volunteer can see this text field. If any changes are made in the event, they can easily be known by this text field that is displayed on the display board.

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

See also  Salesforce Unique Text Field

Read How to Create a Phone Field Type in Salesforce

How to create text area field type in Salesforce Lightning

Here we are creating the text area field type in Salesforce Lightning.

Here are the following steps:

1. Go to the Gear Icon –> Select the Setup option –> Click on the Object Manager tab.

How to create text area field type in Salesforce

2. Here, we want to select the Event object. To do this, enter the event object in the search box and click on it.

How to create text area field type in Salesforce Lightning

3. Under this event object page, there is a details section with the Fields & Relationships option. Click on the Fields & Relationships option.

Create text area field type in Salesforce

4. To create a new field type, click on the new button.

Create text area field type in Salesforce Lightning

5. Here, we are selecting the text area data type checkbox. The text area field allows users to enter up to 255 characters on separate lines and then click on the Next button.

Salesforce create text area field type

6. First, fill the field label as Event Details and then fill the length as 255. After that, fill the field name by simply clicking on it; the field name is automatically filled. Click on the next button.

Salesforce Lightning create text area field type

7. Now, establish field-level security. We 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 field-level security. Click on the Next button.

How to create the text area field type in Salesforce

8. Now, add the custom field to the page layout. Select the page layout that should include this field. Click on the save button.

How to create the text area field type in Salesforce Lightning

9. Go to the app launcher and enter sales in the search box. Select sales, the sales page will open; and then select the event object in the nav bar.

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The event object record page is open; here, we can see there is a details section. Under this section, we can see that the text area field type is created, and we can enter the event details related to the event in the event detail field.

Create the text area field type in Salesforce

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

Read How to Create Text Field Type in Salesforce

How to create text area field type in Salesforce Classic

Here, we are creating the text area field type in Salesforce Classic.

Here, we are taking an example: we are using the contact object inside the contact object. We want to add the contact detail field as a text area field.

Here are the following steps:

1. Log into your Salesforce Account, click on the profile picture, select the switch to Salesforce Classic, and click on the Setup option.

How to create text area field type in Salesforce Classic

2. Enter the lead in the Quick Find Box. Click on the contact drop-down menu. The drop-down list is open; under this drop-down list, there is a Fields option. Click on the Fields option.

Salesforce Classic create text area field type

3. After clicking on the fields option, the contact custom field page opens. Scroll to the bottom of the page; there is a contact custom field and a relationship section. To create a new field, click on the new button.

How to create the text area field type in Salesforce Classic

4. Here, we are selecting the Text Area data type checkbox. Click on the next button.

Create the text area field type in Salesforce Classic

5. Now enter the details. First, fill the Field Label as Contact Details and then fill the Length as 255. After that, fill the field name by simply clicking on it; the field name is automatically filled. Click on the next button.

Salesforce Classic create the text area field type

6. Now establish the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. Click on the next button.

How to create a text area field type in Salesforce Classic

7. Now, add the custom field to the page layout. Select the page layout that should include this field. It will be added as the last field in the first two-column section of this page layout. Click on the Save button.

Create a text area field type in Salesforce Classic

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

See also  Salesforce Field Types

Conclusion

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

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