How to Add Help Text in Salesforce
This is the most common way to provide context and guidance for users when interacting with specific fields on a record. Here's how to do it:
- Go to Setup > Object Manager.
- Select the object where you want to add the help text (e.g., Contact, Opportunity).
- Click on Fields and Relationship in the left pane.
- Click on the field you want to add help text to. (Ex Website)
- And, click on Edit.
- In the edit field view, locate the Help Text field.
- Enter your desired help text. You can use up to 510 characters.
- Click Save.
This help text will appear as a small information icon (i) next to the field on the detail or edit page. When users hover over the icon, the help text will be displayed in a tooltip.