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.
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.
2. Here, we want to select the Event object. To do this, enter the event object in the search box and click on it.
3. Under this event object page, there is a details section with the Fields & Relationships option. Click on the Fields & Relationships option.
4. To create a new field type, click on the new button.
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.
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.
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.
8. Now, add the custom field to the page layout. Select the page layout that should include this field. Click on the save button.
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.
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.
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.
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.
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.
4. Here, we are selecting the Text Area data type checkbox. Click on the next button.
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.
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.
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.
This is how to create the text area field type in Salesforce Classic.
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.
You may like to read:
- How to Create Text Area (Long) Field Type in Salesforce
- How to Change Custom Field Type in Salesforce
I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
