How to Create Text Area Field Type in Salesforce

In this Salesforce tutorial, we will learn how to create a text area field type in Salesforce and we can use it to enter up to 255 characters. We can use the text area field anywhere for writing letters or speech and it is similar to the description field. Moreover, we will focus on some of the practical scenarios for implementation.

Recently, I worked for the Salesforce company in America. While working here, I got a task where I needed to write some things on events. To fulfill this requirement I use the text area Field Type and which is present under the Field and Relationship.

So, as a solution, I discovered the text area field that helps in entering up to 255 characters that display on separate lines similar to the description field. Let’s go into more detail about how to create the text area field type in Salesforce Lightning and Salesforce Classic.

Text Area Field Type in Salesforce

Text area field type is defined as a field type that permits the users to enter up to 255 characters on a separate line that is 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, there is an event that is created by the event manager and the event manager wants without telling everyone one by one the details of the event can forward 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 this text field can be seen by every student and volunteer. If any changes are done in the event they can easily known by this text field that is displayed on the display board. This text area Field Type is present under the Field and Relationship.

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 we are taking an example we are using the event object inside the event object we want to add the event detail field as a text area field in which the event manager can add the event details and this event text field is displayed on the display board from where the student and the volunteers easily get the event details.

or this, they make a separate field for that by simply using a text area field in which the event manager can add up to 255 characters on a separate line.

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

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.

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 Event object. For selecting the event object, enter the event object in the search box. The event object comes at the top, click on the event object.

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

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.

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 data type field that is present at the bottom of the page. The text area field allows the users to enter up to 255 characters on separate lines and then click on the next button.

6: After clicking on the next button, the event new custom field page is open. Now enter the details, 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 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.

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.

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.

9: After clicking on the save button. The text area 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 event object that is present in the nav bar.

The event 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 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.

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

Step-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.

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

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

Step-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 data type field that is present at the bottom of the page. Click on the next button.

Step-5: After clicking on the next button, the contact’s new custom field page is open. 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 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-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.

Step-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.

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

Conclusion

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

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