How to Create Text Field Salesforce

The Salesforce text field allows you to enter combinations of letters and numbers. It can be used anywhere to write texts and letters, and it is similar to the description field.

I recently worked in the Salesforce company. While working here, I was assigned a task requiring me to write descriptions, comments, and details related to products and objects. To fulfill this requirement, I used the text Field.

So, as a solution, I discovered the text field that helps in entering the combination of letters and numbers that are displayed on the text field.

Text Field in Salesforce

In Salesforce, the text field is used to capture the alphanumerical characters or text data. We can create the text field on any type of object because the text is useful for writing important information like descriptions, comments, details related to the objects and products, etc.

For example, there is a furniture shop that sells lots of wood products. A person goes to the furniture shop and wants to buy a computer table and a chair. After buying the things, they calculate the cost of these two things.

Whether the furniture that they buy fits into their budget or not, the person describes their expenses and how, within this budget, they can buy these two things. So, for this, the Buyer creates a text field in which they can write a combination of letters, numbers, or symbols.

Now, let’s move further and discuss the maximum length of the text field in Salesforce.

Maximum Length of Text Field in Salesforce

The maximum length of a text field in Salesforce is 255 characters. This type of text field is acceptable for smaller or shorter text field entries, such as titles, names, descriptions, etc.

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Text vs Text Area Salesforce

Text Text Area
1. In text we can set the maximum length up to 255 characters.1. In the text area, we can set the maximum length up to 32768.
2. The text area is used for capturing long data like titles, names, etc.2. The text area is used for capturing long data like notes, descriptions, etc.
3. It is shown as a single-line input field on the salesforce interface.3. It is shown as a multi-line input field on the salesforce interface.

Create a Salesforce Text Field

The creation text field in Salesforce is available in the professional, enterprise, performance, unlimited, developer, and database.com editions.

You can also create a text field in both the Salesforce Lightning and Salesforce Classic user interfaces. Read the complete post to learn more.

Create a Salesforce Text Field in Lightning

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

Consider a scenario: we are using the expense object. We want to add the expense detail field as a text field in which the seller can provide cost details related to the computer table, electric chair, etc.

Here are the following steps:

1. Go to the gear icon, click on the setup option and then select the object manager tab.

How to create the text field type in Salesforce

2. Here, we want to select the Expense object. For selecting the expense object, enter the expense object in the search box. The expense object comes at the top. Click on the expense object.

How to create the text field type in Salesforce Lightning

3. There is a details section in which the Fields & Relationships option is present. Click on the Fields & Relationships option.

Create the text field type in Salesforce

4. For creating the field type click on the New button.

Create the text field type in Salesforce Lightning

5. Here, we are selecting the Text checkbox. The text field allows the users to enter any type of combination of letters, numbers, or symbols. We can also enter up to 255 characters on separate lines and then click on the next button.

Salesforce create the text field type

6. Now enter the details. First, fill the Field Label as Expense Detail and then fill the Length as 255. After that, fill the Field Length and then fill the field name by simply clicking on the field. Click on the next button.

Salesforce Lightning create the text field type

7. Now establish field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. If we do not add field-level security, the field will be hidden from all profiles. Click on the next button.

How to create text field type in Salesforce

8. Select the page layout that should include this field. This field will be added as the last field in the first two-column section of this page layout. If we do not select a layout, the field will not appear on any pages. Click on the save button.

How to create text field type in Salesforce Lightning

9. Go to the app launcher and enter sales in the search box. Select sales, the sales page is open, and then select the expense object present in the nav bar.

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The expense object record page is open. Select the record and there is a details section. Under this section, the text field type is created, and we can enter the expense details related to the expense in the expense detail field.

Create text field type in Salesforce

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

Read How to Create a Phone Field Type in Salesforce

Create Text Field in Salesforce Classic

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

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

Here are the following steps:

1. If you are in Salesforce Lightning org then to switch in the Salesforce Classic, click on the Profile as shown in the below picture and then click on Switch to Salesforce Classic. Select the Setup option.

How to create the text field type in Salesforce classic

2. Enter the Products in the Quick Find Box. Click on the product drop-down menu. The drop-down list is open; under this drop-down list, there is a field option. Click on the fields option.

Create the text field type in Salesforce Classic

3. The product custom field page is open. Scroll to the bottom of the page. There is a product custom field and a relationship section. For creating the new field click on the new button.

Salesforce Classic create the text field type

4. Here, we are selecting the text checkbox. Click on the next button.

How to create text field type in Salesforce Classic

5. Now enter the details. First, fill in the Field Label as Product Description and then fill in the Length as 255. After that, fill the Field Length and then fill in the field name by simply clicking on the field. Click on the next button.

Create text field type in Salesforce Classic

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 field type in Salesforce Classic

7. Now, add the custom field to the page layout. Select the page layout that should include this field. The field will not appear on any pages if we do not select a layout. Click on the save button.

Create a text field type in Salesforce Classic

So, with this, we have learned how to create the text field type in Salesforce Classic.

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Salesforce Text Field Length

If you want to know all this related to this text field length, then go through the complete tutorial on How to Change Text Field Length in Salesforce.

Conclusion:

I hope now you have an idea of the text field in Salesforce and how to create a text field in Salesforce.

I have also explained the maximum length of the text field in Salesforce and also explained the difference between text and text area in Salesforce.

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