[SalesForce] It is possible to create a custom text field with default text defined

we need to include some explanation text related to some custom field in order to provide to the user the meaning of these fields and how it must to be completed. We have test with the help text option and the help page feature but we need that the explanation text appears always and any action be required from the user to show it. It is possible to create a new custom text field and define the explanation text as the default value? We have tested it but it does not work.

Best Answer

Assuming you have Enterprise or unlimited edition you can do this with a fairly simple workflow rule.

  • Set the evaluation criteria to 'Created'.
  • Set the Rule Criteria to a formula, and just put 'TRUE' in the formula. This way it always runs when a record is created.
  • Then you create a field update that sets the text of your custom field to whatever default text you want.

You could of course also do this with a trigger, but why not use native functionality that is available.

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