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#Salesforce rich text field update

Set the Field-level Security for the profiles.As a best practice, always input a description and Help Text.Enter Field Label and click the tab key, the Field Name will populate.Select Text Area (Rich) as Data Type, then click Next.Select Fields & Relationships, then click New.In the Object Manager, type Opportunity.Let’s go ahead and create a rich text area field to store the deal analysis. Only rich text fields support formatting. Remember the most recent release Salesforce doesn’t support conditional formatting of field values even for the formula field. Step 1: Create a Custom Field on the Opportunity Object to Store Deal Analysis Add an Assignment element to the opportunity field.Create a formula to change the font color of the text field value.Define flow properties for record-triggered flow.

Create a custom field on the Opportunity object.

There are 3 steps to solve Olivia’s business requirement using Before-Save Record-Triggered Flow. Let’s begin building this automation process. Please spend a few minutes going through the following Flow diagram and understand it.

Trigger a Validation rule (this is a custom solution not available out of the box)īefore discussing the solution, let me show you a diagram of a Process Flow at a high level.

#Salesforce rich text field update

Update fields on new or changed records.

Use a Before-save Flow on the following use cases: Avoiding that extra save procedure means skipping another round of Assignment rules, Auto-response rules, and other customizations that take time to execute. Using before-save allows us to accomplish the goals much faster because each record does not get saved to the database again.

There are a few possible solutions for the above business scenario. However, our purpose, in this blog, is to learn about Flow and its features. Therefore, we will use Before-Save Record-triggered Flow to solve the above business requirement. Olivia has received a requirement from her sales director to display the Deal Analysis field text in green color if the opportunity is open or won otherwise, it shows text in red. Olivia Rodrigo is working as a System Administrator at Gurukul on Cloud (GoC). Use assignment element to update the rich text area field.Use the SUBSTITUTE function to remove HTML tags from the rich text area.Use the formula to display texts in different colors.Understand when to use before-save flow.How do you display text field values in different colors based on the opportunity stage?Īfter reading this blog, you’ll be able to:.