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All Tutorials /Salesforce

How to Add Help Text in Salesforce

Updated on:
April 6, 2026
By:
Madhav Bhandari
Use this interactive demo to learn 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:

  1. Go to Setup > Object Manager.
  2. Select the object where you want to add the help text (e.g., Contact, Opportunity).
  3. Click on Fields and Relationship in the left pane.
  4. Click on the field you want to add help text to. (Ex Website)
  5. And, click on Edit. 
  6. In the edit field view, locate the Help Text field.
  7. Enter your desired help text. You can use up to 510 characters.
  8. 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.

📌 Why this matters

Adding help text to your Salesforce fields reduces support tickets and improves data quality by guiding users exactly when they need it most. Rather than creating separate documentation that users rarely check, you embed guidance directly into your workflow where decisions happen.

This becomes especially powerful when onboarding new team members or rolling out complex processes - the context travels with the field across different record types and page layouts, ensuring consistent guidance regardless of how users access the data.

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