How to Make Text Area Field Required in Salesforce

In this Salesforce tutorial, we will learn how to make the text area field required in Salesforce.

For learning this process you have come to the right place and we learned this topic in both the editions of Salesforce Lightning and Salesforce Classic.

How to make the text area field required in Salesforce Lightning

Here we will learn how to make the text area field required in the Salesforce lightning. Let us take an example to clearly understand the scenario, Suppose there is a company that supports operations for its customers and that uses the salesforce.

This time the company made the description field required in the case object and the manager of the company talked with all the members of the company and then they took this decision.

So that the customer support representative must provide a complete description of the customer issue when they create a new support case.

Here are the following steps:

1. Log into the Salesforce Lightning account, then click on the gear icon under this there is a setup option. Click on the setup option, Under the setup there is an object manager tab click on the object manager tab.

How to make the text area field required in Salesforce

2. Under the object manager tab, lots of objects are present and here we are selecting the case object. If the case object is not shown then enter the case in the search box and the case object comes at the top. Click on the case object.

How to make the text area field required in Salesforce Lightning

3. The case page is open. Under this case page, we can see the details related to the account, and on the left side, there is a field and relationship option that is present under the detail. Click on this field and Relationships option.

Make the text area field required in Salesforce

4. The field and relationship page is open. Under this page, we can see the already created field and we want to select the text area field here we can see the description field which is the Text area field. So click on that field.

Make the text area field required in Salesforce Lightning

5. The description field page is open and under this page, we can see that the information related to the description is present and we want to edit this page. So we click on the edit button that is present at the middle of the page.

6. The description field comes into edit mode and we can edit anything on this page. Scroll to the bottom of the page there is a general options section and under this section, there is a required checkbox is present.

7. Click on the required checkbox, the field always requires a value in this field in order to save a record. So making the description requires us to click on the required checkbox and click on the save button.

Salesforce make the text area field required

8. After clicking on the save button we can see that our custom field definition page is open under this page we can see that the field label, field name, and API name are filled and under the general options section we can see that the required checkbox is also checked. So this required field always requires a value in this field in order to save a record.

Salesforce Lightning make the text area field required

9. Click on the App Launcher, click on app launcher, and enter the sales in the search box. The sales come at the top, click on the sales option.

10. The Sales page is open. Under this Sales page, there are lots of objects present on the nav bar and we are selecting one of the objects. Here we are selecting the case object. The case record page is opened. Under this page, we can see case record is saved. 

11. We want to create a new record, click on the new button that is present in the right top corner. The new event dialogue box is open. Here we can fill the information related to the case.

12. First fill the contact number, account name, type, case reason, website documentation, case number, and description related to the case this description field is required if we leave it empty the error message pops up the description field must be required and then click on the save button.

How to make a text area field required in Salesforce

13. After saving the record case record is created and the detail related to the case is shown. We can see that the description field is shown as a text area field the customer support representative must provide a complete description of the customer issue when they create a new support case.

14 This customer support case description is shown and this filled must be required we don’t leave it as it is.

How to make a text area field required in Salesforce Lightning

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

How to make the text area field required in Salesforce Classic

Here we will learn how to make the text area field required in Salesforce Classic. Let us take an example and easily understand the scenario, There is a company in which the customer service team uses the salesforce to control the suggestions and the customer feedback related to the customers.

The company team makes sure that the support agent gives a detailed description related to the customer’s issues in the customer feedback form to help the product development team which can understand and mark these issues effectively. Here we make the customer feedback description text area field required in Salesforce.

Here are the following steps:

1. Login to the Salesforce account, we logged into the Salesforce Lightning account but we wanted to work on the Salesforce Classic account so we moved to the Salesforce Classic account. For this click on the profile picture, under this profile picture, there is an option to switch to a Salesforce classic account.

2. Click on the switch to a Salesforce Classic, Our Salesforce Classic org is open. Under this Salesforce Classic org, we can see that the username is present. Click on the drop-down arrow of the username.

3. After clicking on the drop-down arrow the drop-down list is open. Under this drop-down list, we can see that the Setup option is present. Select the Setup option.

How to make the text area field required in Salesforce Classic

4. The setup page is open. Under this setup page, we can see on the left side there is Quick Find box is present. Enter the objects in the Quick Find box, the objects come at the top and it is present at the create option.

5. Click on the object, and the custom object page will open. We can see the lots of objects are present that are created by us and here we want to select the customer object. Click on the customer’s object.

Make the text area field required in Salesforce Classic

6. The customer object page is open, and there is a detail related to the object. Now scroll to the bottom of the page, we can see there is a section on custom fields and relationships, and under this section, there is a field presenting a customer feedback description and we want to edit this field to make the field required. Click on the customer feedback description.

Salesforce Classic make the text area field required

7. The customer feedback description page is open, Scroll to the bottom of the page there is a general options section and under this section, there is a required checkbox is present.

8. Click on the required checkbox, the field always requires a value in this field in order to save a record. So making the customer feedback description requires. When we click on the checkbox the dialog box pops up.

9. There is a warning message read the message carefully, the message is making this field required may break the existing API or Apex requests that do not supply a value for this field and click on the confirm option.

How to make a text area field required in Salesforce Classic

10. Our required checkbox is checked, this always requires a value in this field in order to save a record and click on the save button.

Make a text area field required in Salesforce Classic

11. After clicking on the save button we can see that our custom field definition page is open under this page we can see that the field label, field name, and API name are filled and under the general options section we can see that the required checkbox is also checked. So this required field always requires a value in this field in order to save a record.

Salesforce Classic make a text area field required

12. Click on the Home tab that is present in the nav bar. The Home page is open, under the page, we can see that lots of objects are present but we want to select the customer object. The customer record page is open and under this, we can see lots of records are present but we want to create a new record. Click on the new button.

13. The new customer page is open, now enter the information related to customers. First, enter the Customer name, then enter the customer feedback description which is the required field to enter if we do not enter the description the message will pop up please enter the field. Click on the save button.

How to make text area field required in Salesforce Classic

14. After saving the record customer record is created and the detail related to the customer is shown. We can see that the customer feedback description field is shown as a text area field the customer support agent must provide a complete description of the customer feedback related to the customer’s issues in the customer feedback.

Make text area field required in Salesforce Classic

So with this, we understand how to make the text area field required in Salesforce Classic.

Conclusion:

The text area field is a required checkbox is make sure the the important information is always captured and also improve the quality of the data.

I hope you read the complete article and get the complete idea related to how to make the text area field required in Salesforce.  I have also explained all the steps of making the text area field required in Salesforce Lightning and Salesforce Classic.

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