Messages to End Users

Display Messages to End Users in Salesforce

Overview

This document provides instructions on how to display messages to end users in Salesforce using the reach text component. The reach text component allows you to display any text on a page, and it supports rich text formatting options such as bold, italic, and strikethrough.

Step-by-Step Instructions

1. Navigate to the opportunity record where you want to display the message.

2. Click the "Edit Page" button.

3. In the "Page Elements" section, click the "Add" button.

4. Select "Reach Text" from the list of components.

5. In the "Reach Text" dialog box, enter the message you want to display.

6. Select the formatting options you want to apply to the message.

7. Click the "Save" button.

8. Click the "Back" button to return to the opportunity record.

The message will now be displayed on the opportunity record.

Component Visibility

You can control the visibility of the reach text component using the "Component Visibility" settings. This allows you to specify when the message should be displayed, such as when a record is created, updated, or deleted.

To set the component visibility:

1. Click the "Component Visibility" button.

2. Select the criteria you want to use to control the visibility of the component.

3. Click the "Save" button.

The reach text component will only be displayed when the specified criteria are met.

Use Cases

There are many use cases for the reach text component. Here are a few examples:

• Display a message to users when a record is created, updated, or deleted.

• Display a message to users when a record reaches a certain stage in a process.

• Display a message to users when a certain field on a record is updated.

• Display a message to users when a certain user profile is assigned to a record.

• Display a message to users when a record is assigned to a certain team.

The reach text component is a versatile tool that can be used to communicate important messages to users in Salesforce.