How to Set Default Value for Text Area Field in Salesforce

In this Salesforce tutorial, we will learn how to set the default value for the text area field 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 set the default value for the text area field in Salesforce Lightning

Here we will discuss how to set the default value for the text area field in Salesforce Lightning, For example, there is a sales company and I am working in this company and managing the employee feedback that collected feedback related to the employees and we are using the Salesforce.

Here we want to set the feedback comment as a default message and this feedback comment field is a text area field to motivate the employee to give constructive feedback. Here we set the default value for the feedback comment field which is the text area data type.

Here are the following steps:

1. Logging into the Salesforce account, we directly moved to our Salesforce Lightning account. The Salesforce Lightning version is open, click on the gear icon, and under this gear icon there is a setup option. Click on the setup option.

2. Under the setup page there is an object manager tab is present on the nav bar. Click on the object manager tab.

How to set the default value for the text area field in Salesforce

3. The object manager page is open, under this lots of objects are present. Here we want to select one of the objects. If the object is not shown inside the lots of objects, now search for the object.

4. Enter the employee in the search box, the employee object comes at the top. Select the employee object.

How to set the default value for the text area field in Salesforce Lightning

5. The employee detail page is open and on the left side, there is a fields and relationships option. Click on that.

Set the default value for the text area field in Salesforce

6. The field and relationship page is open. Under this page, we can see the already created fields are present and here we want to create a new field. So click on the new button.

Set the default value for the text area field in Salesforce Lightning

7. The datatype page is open, Now select the datatype we want and here we are selecting the text area data type and click on the next button. Enter the detail related to the field, enter the field label as Feedback Comment, and then enter the field name.

Salesforce Lightning set the default value for the text area field

8. Now scroll to the bottom of the page there is a general options section inside this section there is a default value field. Inside this default value field, we use formula syntax to enclose text and picklist value API names in double quotes, including numbers without quotes.

9. Here we are entering the feedback comment related to the employee which is prepopulated with an excellent message when we create a new employee record after entering the default value and clicking on the save button.

Set a default value for the text area field in Salesforce

10. Now establish the field-level security, and select the profiles to which we want to grant edit access to the field via field-level security. The field will be hidden from all the profiles if we do not add it to field-level security. Click on the visible checkbox to add profiles to the field-level security and click on the next option.

How to set a default value for the text area field in Salesforce

11. Now add to the page layout, and select the page layouts that should include this field. The field will be added as the last field in the first 2-column section of these page layouts. To change the location of this field on the page, we will need to customize the page layout and click on the save button.

How to set a default value for the text area field in Salesforce Lightning

12. The feedback comment custom field definition detail page is open and under this page, we can see that there is detail related to the employee and under the general options section we can see that our default value field is pre-populated.

Set a default value for the text area field in Salesforce Lightning

13. Click on the App Launcher, and enter the sales in the search box. The sales come at the top, click on the sales option. After clicking on the Sales, 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 employee object.

14. The employee record page is open, we create a new record. Click on the new button. The employee dialogue box is open.

15. Enter the information related to the employee, enter the employee name, PIN, Identification Number, Employee Notes, and Performance Feedback, and then enter the Feedback Comment we can see that the Feedback Comment is pre-populated we don’t need to enter the description, and click on the save button.

Salesforce set a default value for the text area field

16. Our Kathryne Dickinson employee record is saved and the detail related to the employee is shown under the detail tab when we click on the detail we see that the Feedback Comment is shown.

Salesforce Lightning set a default value for the text area field

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

How to set the default value for the text area field in Salesforce Classic

Here we will learn how to set the default value for the text area field in Salesforce Classic. Let us take an example to clearly understand the scenario, Suppose I am working in a sales company and my duty is to manage the object called product description in Salesforce. In this product description the field the user can enter the description related to the product.

To manage the product description field that is present under the product object. So for this, we want to set the default placeholder in the product description text area field when the new record is created for the new product.

The description field will automatically contain the placeholder text and the user can replace it with the actual product description and the user can modify the text to explain the product.

Here are the following steps:

1. Here we work on the Salesforce Classic account but when we log into the Salesforce account we directly log into the Salesforce version. To move to lightning version to classic, click on the profile picture, and under this there is a switch to the Salesforce classic version option.

2. After clicking on the salesforce classic option we come to our classic version and there is a username present click on the drop-down arrow and the drop-down list is open and select the setup option. Click on the setup option.

How to set the default value for the text area field in Salesforce Classic

3. On the setup page there is a Quick Find Box on the left side of the sales page, Enter the products object in the Quick Find Box and the product object comes at the top. Click on the drop-down arrow of the product object there is a fields option. Click on the fields option.

Set the default value for the text area field in Salesforce Classic

4. The Product Field page is open, scroll to the bottom of the page and there is a product custom fields and relationships section present under this section, lots of fields are already created but we want to create a new field that is present at the middle of the product custom fields and relationships section. So click on the new button.

Salesforce Classic set the default value for the text area field

5. The data type page is open, we can choose the field type and here we can choose the text area field type which permits the users to enter up to 255 characters on a separate line and click on the next button.

How to set a default value for the text area field in Salesforce Classic

6. The product’s new custom field page is open, enter the details related to the field. Enter the field label as Product Description, and then enter the field name which is automatically filled by simply clicking on the field name.

Set a default value for the text area field in Salesforce Classic

7. Now scroll to the bottom of the page there is a general options section inside this section there is a default value field. Inside this default value field, we use formula syntax to enclose text and picklist value API names in double quotes, including numbers without quotes.

8. Here we are entering the product description related to the product which is prepopulated with an excellent message when we create a new product record after entering the default value and clicking on the save button.

Salesforce Classic set a default value for the text area field

9. The Product Description custom field definition detail page is open and under this page, we can see that there is detail related to the product and under the general options section we can see that our default value field is pre-populated.

How to set default value for text area field in Salesforce Classic

10. Go to the Home page, there are lots of objects present on the nav bar and we are selecting one of the objects. Here we are selecting the product object. The product record page is open, we create a new record. Click on the new button. The product dialogue box is open.

11. Enter the information related to the product, enter the product name, Product code, Product Quality Percentage, Price, and serial Number, and then enter the product description we can see that the Product Description is pre-populated we don’t need to enter the description, and click on the save button.

How to set an default value for the text area field in Salesforce Classic

12. Our Sales Product record is saved and the detail related to the product is shown under the detail tab when we click on the detail we see that the Product Description is shown.

Set an default value for the text area field in Salesforce Classic

So with this, we understand how to set the default value of the text area field in Salesforce Classic.

Conclusion:

Here we set the default value for the field and this default value field is present under the field information page as a prepopulate description field with an excellent message when we create a new record related to an object.

I hope you read the complete article and get the complete idea related to how to set the default value of the Text area field in Salesforce.  I have also explained all the steps of setting the default value of the Text area field in Salesforce Lightning and Salesforce Classic.

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