How to Set Length Limit for Text Area Long Field in Salesforce

In this Salesforce tutorial, we will learn how to set the length limit for text area long field in Salesforce.

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 length limit for text area long field in Salesforce Lightning

Here we will learn how to set the length limit for the text area long field in Salesforce Lightning. For example, Suppose there is a company that has a human resource department that uses the salesforce for managing the employee record.

The company has a custom object called employee notes where HR can record every employee’s performance and make important notes.

The HR department wants to make sure that the notes entered in the employee notes are short and well-structured. The department also wants to maintain the stability of the format of the notes that notes are entered by the employees this making it easier to review. To reach this, they decided to set the length limit on the employee notes field.

Here are the following steps:

1. First log in to the Salesforce Lightning account, our Salesforce Lightning version is open. In this Salesforce Lightning org, we make the text area long field required.

2. For that, we first click on the gear icon, and under this gear icon, there is a setup option. Click on the Setup option.

3. Our setup page is open and under this setup page, there is an object manager tab. Click on the object manager tab.

How to set length limit for text area long field in Salesforce

4. After clicking on the object manager tab, the object manager page is open. Under this object manager tab, lots of objects are present. Select one of the objects from the lots of objects.

5. If the object is not shown you want to enter the object name in the search box and this search box is present at the top right corner of the page. And here we are entering the employee in the search box.

6. The employee object comes at the top after entering the employee object in the search box, select the employee object. After clicking on the employee object, the employee page is open.

How to set length limit for text area long field in Salesforce Lightning

7. Under this employee page, we can see the details related to the employee, and on the left side, there is a field and relationship option that is present under the detail. Click on these fields and Relationships option.

Set length limit for text area long field in Salesforce

8. The field and relationships page is open, after clicking on the field and relationship option. Inside this fields and relationship page, lots of fields are already created and present on this page.

9. Here we want to select the text area long field, we can see that the employee notes field is a text area long field. Click on this field.

Set length limit for text area long field in Salesforce Lightning

10. After clicking on this field the employee notes page is open, we can see the details related to employee notes and we want to edit the details. So click on the edit button and our field comes into the edit mode and here we are setting the length field.

11. We enter 1000 in the length field, and the message dialogue box pops up shortened a field and click on the scan existing records button.

Salesforce set length limit for text area long field

12. After clicking on the scan existing record button, the next message dialogue box pops up. This object contains no records with more than 1000 characters in this field. New records created during the scan are not included in the results and click on the OK button.

Salesforce Lightning set length limit for text area long field

13. After clicking on the OK button our length is set to 1000 and the 1000 characters we can enter in the employee notes and click on the save button.

How to set the length limit for text area long field in Salesforce

14. After clicking on the save button, our employee notes field is again set and the details are shown. Scroll to the bottom of the page and under this page we can see that our employee noes field length is set to 1000.

How to set the length limit for text area long field in Salesforce Lightning

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

How to set length limit for text area long field in Salesforce Classic

Here we will learn how to set the length limit for text area long field in Salesforce Classic. Let’s take an example to clear our scenario, suppose there is a construction company and inside this company, the project management team works that uses the salesforce to track the project updates.

In this company, there is a custom object called projects, and inside this object, there is a field called project notes where the project manager record and update the notes about the ongoing construction projects. Inside this project notes field the construction wants to make sure that important information is documented clearly.

Here are the steps:

1. When we log in to the account the Salesforce lightning edition is open. So we want to switch to the Salesforce Classic, and click on the Profile picture. The Profile picture drop-down list is open.

2. Under this profile picture list, there is an option to switch to Salesforce Classic. Click on it. After clicking on the switch to the Salesforce Classic option, we move to our Salesforce Classic version now we can set the length limit for the text area long field.

3. Under this classic version we can see that the username is present at the top of the page. Click on the drop-down arrow of the username. The drop-down list is open, under this list there is a Setup option is an option that is present below the My Profile option. Click on the Setup.

How to set length limit for text area long field in Salesforce Classic

4. The setup page is open, after clicking on the setup option. Enter the object in the Quick Find Box. there is a create option, click on the Create drop-down menu. The drop-down list is open, under this drop-down list there is an object option. Click on the object option.

Set length limit for text area long field in Salesforce Classic

5. After clicking on the object the custom object page is open and under this page, we can see that lots of objects are present select one of the objects and here we are selecting the project object.

Salesforce Classic set length limit for text area long field

6. The project page is open and under this page, we can see the details related to the project. Now scroll to the bottom of the page and under this page we can see that there is a custom fields and relationships section and under this section, we can see lots of fields are present.

7. Here we want to select the text area long field, we can see that the project notes field is a text area long field. Click on this text area long field.

8. After clicking on this field the project notes page is open, we can see the details related to project notes and we want to edit the details. So click on the edit button and our field comes into the edit mode and here we are setting the length field.

9. We enter 400 in the length field, and the message dialogue box pops up shortened a field and click on the scan existing records button.

How to set the length limit for text area long field in Salesforce Classic

10. After clicking on the scan existing record button, the next message dialogue box pops up. This object contains no records with more than 400 characters in this field. New records created during the scan are not included in the results and click on the OK button.

Set the length limit for text area long field in Salesforce Classic

11. After clicking on the OK button our length is set to 400 and the 400 characters we can enter in the project notes and click on the save button.

Salesforce Classic set the length limit for text area long field

12. After clicking on the save button, our project notes field is again set and the details are shown under the project notes page. Now scroll to the bottom of the page and under this page we can see that our project notes field length is set to 400.

How to set a length limit for text area long field in Salesforce Classic

So, with this, we have learned how to set the length limit for the text area long field type in Salesforce Classic.

Conclusion:

Setting a length limit for text area long field type in Salesforce is a type of decision that affects the data quality and the user experience and the text area long field type permits the users to enter 131,072 characters on a separate line.

I hope you got an idea of setting the length limit for the text area long field type in Salesforce also, I have explained step by step how to set the length limit for the text area long field type in Salesforce Lightning and in Salesforce Classic.

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