How to Set Visible Lines for Text Rich Field in Salesforce

In this Salesforce tutorial, we will learn how to set the visible lines for text rich field in Salesforce. Text Rich field type permits the users to enter the formatted text and add images and links. We enter the 131,072 characters on a separate line.

We can create a rich text field in any object. Here we are setting the visible line by changing the visible lines according to our preference. This controls how many lines of the text are shown for the text rich field.

Let us take an example imagine there is a company that is based in the United States of America and I am working in this company as a Salesforce administrator that gives customer support services to all the customers.

Our company controls the customer support cases and in the customer support cases, there is a field resolution details which is text rich data type field where the support agent can make the legal paper of the resolution of the customer issues.

So the company wants to choose the visible lines for this field to control how many lines of the text are shown for the text-rich field which makes it more presentable to both support agents and customers.

If you want to learn the process of how to set the visible lines for text encrypted 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 the visible lines for the text rich field in Salesforce Lightning

Here we will learn how to set the visible lines for the text rich field in Salesforce Lightning. Suppose there is a company that has a project management team and I am the Salesforce administrator for the project management team of the company that uses the salesforce for tacking the project details.

In Salesforce there is a custom object called project which has a custom field called task notes which is a text rich field. In this field, the team member provides all the updates related to the project. Now the team members set the visible line that is suitable for the team to document all the necessary details related to the project.

If you want to learn how to set the visible lines for the text rich field in Salesforce Lightning, follow these steps:

1. First log in to the Salesforce Lightning account, to set the visible lines for the text rich field. So for this enter the username and password we logged in to the Salesforce account and our Salesforce Lightning version is open. So for that, we first click on the gear icon, and under this gear icon the two options are present. The first one is Setup and another one is Service Setup.

2. Click on the Setup option. After clicking on the setup option the setup page is open and under this setup page, we can see that two tabs are present first tab is a home tab and the second tab is the object manager tab. Click on the object manager tab.

How to set the visible lines for the text rich field in Salesforce

3. 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.

4. 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 project in the search box.

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5. After entering the project in the search box, the project object comes at the top, select the project object.

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

6. After clicking on the project object, the project page is open. Under this project page, we can see the details related to the project, 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 rich field in Salesforce

7. After clicking on the field and relationship option, the field and relationships page is open. For creating the field type click on the new button that is present at the top of the field and relationship page.

Set the visible lines for the text rich field in Salesforce Lightning

8. The data type page is open, after clicking on the new button. There are lots of data types present on the page. Here we are selecting the text rich data type field that is present at the bottom of the page. The text rich field permits the users to enter formatted text and add images and links. Up to 131,072 characters on separate lines and click on the next button.

Salesforce set the visible lines for the text rich field

9. After clicking on the next button, the project’s new custom field page is open. Now enter the details, first fill the field label as Task Notes then fill the length as 32,768, and then fill the visible name as 20.

10. After that fill the field name by simply clicking on the field, and the field name is automatically filled then fill the description if you want to fill otherwise leave the field the same after that click on the next button.

Salesforce Lightning set the visible lines for the text rich field

11. After entering the details, establish the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

12. Click on the visible checkbox and then click on the next button that is present at the top and the bottom of the established field-level security page.

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

13. After establishing the field-level security, add to the page layout. Select the page layouts that should include this field.

14. This field will be added as the last field in the first two columns section of these page layouts. The field will not appear on any pages if you do not select a layout. 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 visible lines for the text rich field in Salesforce Lightning

15. After saving the custom field details, we come back to our field and relationship page. The Task Notes Rich Text data type field is created successfully and shown under the fields and relationships page.

Set a visible lines for the text rich field in Salesforce

16. Go to the App Launcher, enter the sales in the search box and the sales option comes at the top. Select the sales option. The sales page is open and under this sales page, we can see that lots of objects are present at the nav bar. Select one of the products.

Here we are selecting the product object, The product record page is open and under this page lots of records are present and we want to create a new record. For creating the new record click on the new button that is present at the top of the product record page.

Fill the complete information related to the new product, first fill the project USA Name here we are filling the name as Salesforce Project Tasks and then fill the project status as Planning Development after that fill the project task start time and then enter the task notes and then click on the save button.

Salesforce set a visible lines for the text rich field

17. After saving the the employee detail, the employee Rachelle Harvey IV record is created and the detail related to Salesforce Project Tasks is shown and we can see that the task Notes that we fill is shown in the form of text rich and visible lines we are given here 20, this controls how many lines of the text are shown for the text rich field.

Salesforce Lightning set a visible lines for the text rich field

In this way, we understand how to set the visible lines for the text rich 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 rich field in Salesforce Classic

Here we will learn how to set the visible lines for the text rich field in Salesforce Classic. Suppose there is an e-commerce company that uses the salesforce to control product information and I am working in this company as a salesforce administrator.

In Salesforce there is a custom object called product which includes the custom text rich field called product description. In this field, the team member of the company provides all the updates related to the product. Now the team members set the visible line that is suitable for the team to give all the necessary descriptions related to the product.

Here we are giving the 15 in the visible lines, this controls how many lines of the text are shown for the text rich field.

If you want to learn how to set the visible line for the text rich field in Salesforce Classic follow these steps:

1. First logged into the Salesforce account, when we log in to the account the Salesforce lightning edition is open. We want to switch to the Salesforce Classic, 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 encrypted 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 the visible lines for the text rich field in Salesforce Classic

4. The setup page is open, after clicking on the setup option. Enter the lead in the Quick Find Box. The product object comes at the top, 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 field option.

Set the visible lines for the text rich field in Salesforce Classic

5. After clicking on the fields option, The product custom field page is open. Here we can see the details related to the product and when we 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 set the visible lines for the text rich field

6. After clicking on the new button, The data type page is open. There are lots of data types present on the page, select one of the data types from which you want to work. Here we are selecting the text rich data type field that is present at the bottom of the page. Click on the next button.

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

7. After clicking on the text area rich field, the product’s new custom field page is open. Now enter the details, first fill the field label as Field Label and here we are filling the field description as Product Description and then fill the length as 32768 after that fill the visible lines as 15, and then fill the field name is automatically filled then fill the description if you want to fill otherwise leave the field the same and then click on next button.

Set a visible lines for the text rich field in Salesforce Classic

8. After entering the details, establish the field-level security. Now select the profiles to which we want to grant edit access to this field via field-level security. The field will be hidden from all profiles if we do not add to it field-level security.

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9. Click on the visible checkbox and then click on the next button that is present at the top and the bottom of the established field-level security page.

Salesforce Classic set a visible lines for the text rich field

10. After establishing the field-level security, add to the page layout. Select the page layouts that should include this field. This field will be added as the last field in the first two columns section of these page layouts.

11. The field will not appear on any pages if you do not select a layout. 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 visible lines for the text rich field in Salesforce Classic

12. After saving the custom field details, we come back to our field and relationship page. The Product description Rich Text data type field is created successfully and shown under the fields and relationships page.

Set visible lines for the text rich field in Salesforce Classic

13: Now go to the home page of Salesforce, here we can see that lots of objects are present on the nav bar. Select one of the objects and here we are selecting the product object. After clicking on the product object the product record page is open. Here we can see that lots of records are present.

14. Here we want to create a new record, for this click on the new button. The new product page is open. Now enter the product-related information and first fill the product name here we are filling the product name after that fill the product description and then click on the save button.

Set visible lines for the text rich field in Salesforce

15: After saving the employee detail, the Product Salesforce Product record is created and the detail related to the Salesforce Product is shown we can see that the Salesforce Product that we fill is shown in the form of text rich and visible lines given here 15, this controls how many lines of the text are shown for the text rich field.

Salesforce classic set visible lines for the text rich field

So, with this, we have learned how to set the visible line for the text rich field type in Salesforce Classic.

Conclusion:

Text area rich field type is defined as a field type that permits the users to enter the formatted text and add images and links. We enter the 131,072 characters on a separate line. This text area rich field is the field that gives additional functions like the ability to view and edit the source and it also supports more HTML styles.

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

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