This article shows administrators how to add/update help text to fields in the system. It discusses the different processes for adding/updating help text on standard objects and custom objects.


Adding/Updating Standard Object Field Help Text

To access and add/update help text on fields for standard objects:

  1. Access the Setup Menu via the dropdown list at the top of the interface.
  2. Search for the object that you'd like to update using the Quick Find field or access the data object via the Customize section in the menu.
  3. Click into the Fields section for the specified data object.
  4. Click on the the Edit Link of the field that you'd like to update.



When viewing the list of fields available for a standard data object you'll notice that they're separated into 2 different sections - at the top you'll see all the out-of-the-box fields that Salesforce provides and underneath you'll see all the custom fields that have been created that are specific to your environment.



Standard objects are defined as the out-of-the-box system objects that are available in Salesforce - Contacts, Accounts, Leads, Opportunities, Cases, etc.




When you've accessed the field that you'd like to update, add your Help Text and click Save to complete the update.





Adding/Updating Custom Object Field Help Text

To add/update help text field help text for custom objects:

  1. Access the Setup Menu via the dropdown list at the top of the interface.
  2. Go to the Create section in the menu and click on Objects.
  3. Click on the Name/Label of the data object that you'd like to update.




Custom objects are defined as the data objects that are generated by a developer to extend the platform to meet your organisation's business requirements - Events Registrations, Alerts, Agreements, Projects, Time, Invoices, etc.







When you've accessed your selected object scroll down the page to the Standard Fields and Custom Fields & Relationships sections.

At this point you can follow the same update process specified for standard object picklists.