[SalesForce] Can Tables be Created in a Rich Text Format Field

Is it possible to create tables in a Rich Text Field?

From the image below, I could not see any icon that will create a table in the Rich Text Field.

Is this a limitation for Salesforce? Or is there really a way to add tables?

Thanks.

Best Answer

You cannot add tables directly in Rich Text Area, however, you can copy and paste them from MS Excel, for example.

The result will be like this:

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[SalesForce] rich text field and visualforce table

    <apex:page standardController="Quote" action="{!populatePriceOnQuote}" extensions="QuotePDFController" showHeader="false"  applyHtmlTag="false"  renderAs="pdf">


    <head>
    <style type="text/css" >

    @page { 
        size: letter portrait;
        <!--margin: 10%;-->
        margin-left: 2cm;
        margin-right: 2cm;
        margin-top: 4cm;
        margin-bottom: 2cm;
        font-family: 'SansSerif';
        @top-left {
            content: element(header_left);
        }

        @top-center {
            content: element(header_center);
        }

        @top-right {
            content: element(header_right);
        }

        @bottom-left {
            content: element(footer_left);
        }

        @bottom-center {
            content: element(footer_center);
        }

        @bottom-right {
            content: counter(page) " ("  counter(pages) ")";
        }
    }


.header_left {
    position: running(header_left);
    margin-bottom:10px;
    color: #A0A0A0;
    font-size: 10pt;
    font-family: 'SansSerif';

}



.header_center{
    position: running(header_center);
    font-family: 'SansSerif';
}

.header_right {
    text-align: right;
    position: running(header_right);
    font-family: 'SansSerif';
}

.rayHeader1 {
    font-size: 13pt;
    color: #365F91;
    font-weight: bold;
    font-family: 'SansSerif';
}

.rayHeader2 {
    font-size: 10pt;
    color: #365F91;
    font-weight: bold;
    font-family: 'SansSerif';
}

.rayBody {
    font-size: 10pt;
    page-break-after: always;
    font-family: 'SansSerif';
}

.rayBody2 {
    font-size: 10pt;
    font-family: 'SansSerif';
}

#quotePricing {
    font-family: "Trebuchet MS", Arial, Helvetica, sans-serif;
    width: 100%;
    border-collapse: collapse;

}

#quotePricing td, #quotePricing th {
    font-size: 1em;
    border: 1px solid #4F81BD;
    p
    ing: 3px 7px 2px 7px;
}

#quotePricing th {
    font-size: 1.1em;
    text-align: left;
    padding-top: 5px;
    padding-bottom: 4px;
    background-color: #4F81BD;
    color: #ffffff;
}

#quotePricing tr.alt td {
    color: #000000;
    background-color: #DBE5F1;
}


.footer_left {
    text-align: left;
    position: running(footer_left);
}

.footer_center {
    text-align: center;
    position: running(footer_center);
}

.footer_right {
    text-align: right;
    font-family: 'SansSerif';
    position: running(footer_right);
}

.pageNumber:before {
    content: counter(page); 
}

.pageCount:before {
    content: counter(pages);  
}

.rayTD1 {

    color: #005380;
    font-weight: bold;
    padding: 2px;

}




.rayTerms {

    color: #365F91;
    font-weight: bold;
}

.rayTable {
    width: 100%;
    border-collapse: collapse;
}

.rayTable td {
    font-size: 1em;
    border: 0.5px solid #4F81BD;
    padding: 3px 7px 2px 7px;
}




</style>
</head>

<body>







<!-- start header -->

<div class="header_left"> {!Quote.Opportunity.Account.Name} {!YEAR(TODAY())}-{!MONTH(TODAY())}-{!DAY(TODAY())}<br></br><br></br>Quote number: {!Quote.QuoteNumber} {!DAY(TODAY())}-{!MONTH(TODAY())}-{!YEAR(TODAY())}</div>
<div class="header_right"><img src="{!$Resource.Logo}"></img></div>

<!-- End header -->


<br/>
<br/>
<div class="rayHeader2">HARDWARE</div>
<br/>
 <table id="quotePricing">
   <thead>
       <th width="12%">Quantity</th>
       <th>Product</th>
       <th width="20%">Comment</th>

   </thead>
<apex:repeat value="{!lineItems}" var="line">
<apex:variable var="v" value="" rendered="{!line.Product2.Product_Type__c ='Hardware'}">
   <tr class="alt">
    <td width="12%"><apex:outputText value="{0, number, ###,###,##0}" rendered="{!line.Product2.Product_Type__c ='Hardware'}"><apex:param value="{!line.Quantity}" /></apex:outputText></td>
     <td><apex:OutputField value="{!line.Prod_Name__c}" rendered="{!line.Product2.Product_Type__c ='Hardware'}"></apex:OutputField></td>                            
     <td width="20%"><apex:outputText escape="false" Value="{!Quote.Hardware_configuration__c}" /></td>
  </tr>

  </apex:variable>
</apex:repeat>
</table><br/>


</body>
</apex:page>

[SalesForce] Issue Sending Image in Rich Text Field in Email through apex

I'm fairly sure that the problem here is that when you try to access the image on the email you are using the Salesforce internal link (the one that requires authentication).

When rendering PDFs you don't get this issue because the images are embedded into the file, so no authentication is required to view them.

You could also:

Make the Visualforce publicly available, and give the guest user access to the data displayed (careful with this, you might want to provide some kind of authentication for your users to see the data).
Host the images in another service, and refer to their links in your field. Since the Rich Text Area field is just plain HTML, you can modify the image link to point to, say, Imgur or a AWS S3 bucket instance.

Best Answer

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[SalesForce] rich text field and visualforce table

[SalesForce] Issue Sending Image in Rich Text Field in Email through apex

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