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How to Add Help Text to a Field in Salesforce

·2 min read
In this article

This guide will show you how to add descriptive help text to a field in Salesforce, providing users with useful information directly within the interface.

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Here's how to add help text to a field in Salesforce

  1. Access Salesforce Setup

    Begin by clicking the **Gear** icon in the top right corner of your Salesforce interface. From the dropdown menu that appears, select **Setup** to access the administration area.

  2. Navigate to Object Manager

    On the Setup page, locate and click **Object Manager**. This section allows you to view and manage all standard and custom objects within your Salesforce organization.

  3. Select an Object

    From the list of objects, click on the specific object where you wish to add help text. For this example, we will select **Account**.

  4. Go to Fields & Relationships

    In the left sidebar menu for the selected object, click **Fields & Relationships**. This will display a list of all fields associated with that object.

  5. Choose a Field to Edit

    Browse through the list of fields and click on the name of the field to which you want to add help text. For instance, click on **Website**.

  6. Edit Field Details

    On the field's detail page, click the **Edit** button. This action will open the field editing screen where you can modify its properties.

  7. Add Help Text

    Locate the **Help Text** field on the editing screen and type in the descriptive text you want users to see when they hover over the field.

  8. Save Your Changes

    After entering the help text, scroll down and click the **Save** button to apply your changes to the field.

  9. Verify Help Text

    You will be redirected back to the field's detail page. Confirm that your newly added help text is now visible under the "Help Text" label.

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Frequently Asked Questions

The "Setup" option is located in the dropdown menu that appears after clicking the **Gear** icon in the top right corner of your Salesforce interface.