This interactive demo was created free with Storylane in 2 minutes. Create your own demo
This interactive demo was created free with Storylane in 2 minutes. Create your own demo
Start free
All Tutorials /Salesforce

How to Add Help Text in Salesforce

Updated on:
May 11, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to add help text to any field in Salesforce.

Quick summary

Adding help text to a Salesforce field lets you display inline guidance to users directly on record pages. You can configure this in the Object Manager under Setup without writing any code.


Steps

  1. Go to Setup and open the Object Manager.
  2. Select the object where you want to add help text, such as Contact or Opportunity.
  3. Click on Fields and Relationships.
  4. Click on the specific field you want to add help text to, for example the Website field.
  5. Click Edit to open the field settings.
  6. Enter your desired help text in the provided area — you can use up to 510 characters.
  7. Click Save to apply your changes.

📌 Why this matters

Adding help text to Salesforce fields reduces user error and speeds up data entry by surfacing inline guidance exactly where it is needed. Salesforce admins can configure field-level help text for any standard or custom field through the Object Manager without touching code. This is especially valuable for onboarding new users, enforcing data quality standards, and reducing support tickets caused by unclear field expectations. It is a lightweight but high-impact customization available to any Salesforce org on any edition.
Your product deserves an interactive demo
Start free
Similar Articles
Salesforce

How to Add Help Text in Salesforce

Madhav Bhandari
Director of Marketing @ Storylane
Salesforce

How to Add Company Logo to Salesforce Lightning

Madhav Bhandari
Director of Marketing @ Storylane
Salesforce

How to Add Company Logo to Salesforce Lightning

Madhav Bhandari
Director of Marketing @ Storylane
No items found.
Platform
Interactive Demos
Sandbox Demos
Buyer Hub
RepX
Integrations
Solutions
Product Marketers
Growth & Demand Gen
Sales Reps & AEs
Presales & SEs
Customer Success
Product Managers
Customers
Demo Showcase
Customer Stories
Finer Demos Club
Features
Demo Signals
Personalization
Deal Intelligence
Resources
Blog
The Plot
Tutorials
Events & webinars
Help Docs
What’s New
Demo Dundies
Company
Careers
Pricing
Partners
Contact
Trust Center
Backed by
Chrome Extension Icon
Chrome extension
Download
Desktop app
Download
Built in San Francisco Bay Area - ©2026 Storylane
Privacy PolicyTerms & Conditions
X Corp (formerly Twitter)LinkedIn
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it