Can we add more than 300 characters in fields like Label, HelpTip, Validation, Placeholder?

No, we have a limit of 255 characters for the fields like Label, HelpTip, Validation, Placeholder. Here are basic fields we provide for General Management, which will help you get a better idea on how to manage your fields.

For Salesforce Classic

Go to Layout Settings ➤ Field Management, you will land on the ‘Field Management Settings’ page.

General Management- You can manage Fields related to all the general details and text captions that will be displayed in the customer portal. Following are the options available in General settings

  • Field Name: You will get the list of the fields as per the selection of the object under the Portal Layout Settings.
  • Field Label: Insert the desired ‘label’ of the field so portal users can easily recognize the fields.
  • Help Tip: Insert a short/instructive message regarding the field.
  • Validation message: Insert custom validation messages for the field to give the mandatory instruction.
  • Placeholder: You can insert a custom placeholder for any field to display what to insert in the specific field. This placeholder will be applicable only for text fields.
  • Picklist selection: By using Picklist selection, you can define the limits from the Picklist selection for the customer portal.

If there are 5 options in the picklist of any field but you want to allow a maximum of 3 options out of 5 options, the portal user can select up to 3 options in the portal, but the customers cannot select more than 3.

  • Required: If any field is mandatory from the portal side, tick the ‘Required’ option. The portal users will get it as a mandatory field.
  • Read Only: If you want to provide a field that should not be editable for the portal user but just want to display there, tick the ‘Read Only’ option.
  • Searchable: Portal users can filter the records as per the search option. If you want to add the field in the search option in the portal, select that field as “Searchable”.

For Salesforce Lightning

Go to App Launcher ➤ Salesport ➤ Layout Settings ➤ Field Management, you will land on the ‘Field Management Settings’ page.

General Management- You can manage fields related to all the general details and text captions that will be displayed in the customer portal. Following are the options available in General settings

  • Field Name: You will get the list of the fields as per the selection of the object under the Portal Layout Settings.
  • Field Label: Insert the desired ‘label’ of the field so portal users can easily recognize the fields.
  • Help Tip: Insert a short/instructive message regarding the field.
  • Validation message: Insert custom validation messages for the field to give the mandatory instruction.
  • Placeholder: You can insert a custom placeholder for any field to display what to insert in the specific field. This placeholder will be applicable only for text fields.
  • Picklist selection: By using Picklist selection, you can define the limits from the Picklist selection for the customer portal.

If there are 5 options in the picklist of any field but you want to allow a maximum of 3 options out of 5 options, the portal user can select up to 3 options in the portal, but the customers cannot select more than 3.

  • Required: If any field is mandatory from the portal side, tick the ‘Required’ option. The portal users will get it as a mandatory field.
  • Read Only: If you want to provide a field that should not be editable for the portal user but just want to display there, tick the ‘Read Only’ option.
  • Searchable: Portal users can filter the records as per the search option. If you want to add the field in the search option in the portal, select that field as ‘Searchable’.

Note: Any configurations done at the backend of Salesforce, you need to sync it with the WordPress in order to reflect the changes on the frontend.

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