How to Set Visible Lines for Text Area Long Field in Salesforce

In this Salesforce tutorial, we will learn how to set the visible lines for the text area long 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 visible lines for the text area long field in Salesforce Lightning

Here we will learn how to set the visible lines for the text area long field in Salesforce Lightning. For example, suppose there is a company and I am working for customer support in this company and the company uses the salesforce for controlling the customer inquiries and cases.

We are using the case object and under this case object, there is a case description field that is a long text area field type that is used to capture detailed information about the customer issues to better the organization of the support agent when the customer support updates the case description.

Here we want to set the visible lines for the case description field so the support agent can quickly review and edit the case description to understand the customer’s issues and to increase their productivity we want to make sure that the case description can be visible without scrolling.

Here are the following steps:

1. First log in to the Salesforce Lightning account, For setting the visible line, we first click on the gear icon, and a drop-down list will open under this list there is a setup option Click on the Setup option.

2. The setup page is open. Here we want to select the object manager tab that is present on the nav bar, click on the object manager tab.

How to set the visible lines for the 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 case in the search box.

6. After entering the case in the search box, the case object comes at the top, select the case object.

How to set the visible lines for the text area long field in Salesforce Lightning

7. After clicking on the case object, the case page is open. Under this case page, we can see the details related to the case, 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 the visible lines for the text area long field in Salesforce

8. After clicking on the field and relationship option, the field and relationships page is open. Here we can see that lots of fields are already present and we want to select one of the fields from all these fields. Here we want to create a new text area long field as a case description. So we click on the new button.

Set the visible lines for the text area long field in Salesforce Lightning

9. After clicking on the new button, the field type page is open, and under this page, we can see that lots of field types are present here we are choosing the text area long field to see the visible length of this field and then click on the next button.

Salesforce set the visible lines for the text area long field in Salesforce

10. The case custom field is open, now here we can enter the details related to the case custom field. Fill the field name and here we are filling the field name as Case Description and then enter the length and then enter the visible lines this controls how many lines of the text are shown for the text long field.

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11. Here we are setting the visible lines to 15 and then fill the field name which is automatically filled and then click on the next button.

Salesforce Lightning set the visible lines for the text area long field

12. After filling the details related to the case, establish the field-level security. Select the profiles to which we want to grant the edit access to this field via field level security.

13. The field will be hidden from all the profiles if we do not add it to field level security and then click on the next button.

How to set a visible lines for the text area long field in Salesforce

14. After establishing the field level security, we add to the page layout by simply selecting the page layouts that should include this field. The field will be added as the field in the field 2-column section of these page layouts.

15. The field will not appear on any pages if we do not select a layout. To change the location of this field on any page, we will need to customize the page layout and then click on the save button.

How to set a visible lines for the text area long field in Salesforce Lightning

16. After creating the case description field, the case description field with a long text area data type is shown under the fields and relationships page.

Set a visible lines for the text area long field in Salesforce

17. Now click on the app launcher, enter the sales in the search box, and the sales page will open. Under this page, lots of objects are present on the nav bar. Here we are selecting the case object.

18. The case record page is open and here we create a new record. Click on the new button. The case dialogue box is open. Here we enter the details related to the case and after that enter the case description and then click on the save button.

Set a visible lines for the text area long field in Salesforce Lightning

19. After clicking on the save button, our case record page is open and under this page, we can see the details related to the case on the right side, scroll to the bottom, and here we can see the case description field and the case description can be visible without scrolling.

Salesforce set a visible lines for the text area long field

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

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How to set the visible lines for the text area long field in Salesforce Classic

Here we will set the visible lines for the text area long field in Salesforce Classic. Let’s take an example to clear the scenario, Suppose there is a company based in the United States of America, I am the HR manager in this company and I am using Salesforce to control the records of the employee.

We are using the employee object and inside this object, we are creating the performance feedback field which has a text area long data type inside this performance feedback manager gives the detailed feedback on the employee performance. To better the process of the feedback review, we are setting the visible lines for this field performance feedback.

When the manager of the company gives performance feedback to the employee, it’s necessary for the HR to rapidly review this information. By increasing the visible lines for the performance feedback field HR can better understand the feedback without the need to scroll.

Here are the following steps:

1. We logged into the Salesforce account, and the Salesforce Lightning version is open. But we want to work on the classic so switch to Salesforce classic, so we click on the profile picture, and under this, there is an option to switch to Salesforce classic.

2. Our Classic version is open, and under this, we can see there is a username present at the top right corner click on that, and under this setup option is present. Click on the setup option.

How to set the visible lines for the text area long field in Salesforce Classic

3. There is a Quick Find Box present under the setup page, enter the object and the object comes at the top. Click on the objects option.

Set the visible lines for the text area long field in Salesforce Classic

4. The custom object page is open, there are lots of objects present and here we want to select the employee object. Click on the employee object.

Salesforce Classic set the visible lines for the text area long field

5. The employee object page is open, here is a detail related to the object and then scroll to the bottom of the page and we can see there are custom fields and relationships section and under this section we can see lots of fields are already present but we want to create new field. So click on new button.

How to set a visible lines for the text area long field in Salesforce Classic

6. The new custom field page is open and here we can choose the data type and we are selecting the text area long field that permits the users to enter up to 131,072 characters on the separate lines and click on the next button.

Set a visible lines for the text area long field in Salesforce Classic

7. The employee custom field is open, now here we can enter the details related to the employee custom field. Fill the field name and here we are filling the field name as Performance Feedback

8. After that enter the length and then enter the visible lines this controls how many lines of the text are shown for the text long field.

9. Here we are setting the visible lines to 11 and then fill the field name which is automatically filled and then click on the next button.

Salesforce Classic set a visible lines for the text area long field

10. After entering the details related to an employee, establish the field-level security. Select the profiles to which we want to grant the edit access to this field via field level security.

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11. The field will be hidden from all the profiles if we do not add it to field level security, we check the visible checkbox and then click on the next button.

How to set visible lines for the text area long field in Salesforce Classic

12. After establishing the field level security, we add to the page layout by simply selecting the page layouts that should include this field. The field will be added as the field in the field 2-column section of these page layouts.

13. The field will not appear on any pages if we do not select a layout. To change the location of this field on any page, we will need to customize the page layout and then click on the save button.

Set visible lines for the text area long field in Salesforce Classic

14. After creating the performance feedback field, the performance feedback field with a long text area data type is shown under the custom fields and relationships section under the custom employee object page.

Salesforce Classic set visible lines for the text area long field

15. Here we click on the Home tab, our home page is open and under this page, lots of objects are present on the nav bar. Here we are selecting the employee object.

16. The employee record page is open and here we create a new record. Click on the new button. The employee dialogue box is open. Here we enter the details related to the employee and after that enter the performance feedback and then click on the save button.

How to set visible lines for text area long field in Salesforce Classic

17. After clicking on the save button, our employee record page is open and under this page, we can see the details related to the employee Sylvia Christiansen page, scroll to the bottom, and here we can see the performance feedback field and the performance feedback can be visible without scrolling.

Set visible lines for text area long field in Salesforce Classic

Conclusion:

The visible line for the text area long field is used to control how many lines of the text are shown for the text area long field. This text area long field allows the users to enter up to 131,072 characters on separate lines.

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

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