How to add Help Texts
Learning Objectives
At the end of this lesson you will know ā¦.
Why you would use help texts
How to add help texts into Setup
Adding Help Text
If a field has help text, you will see an āiā next to the field, and when you hover over it with your mouse, a help text window appears. This is a standard Salesforce feature but you, as Thynk Admin, can add help texts in Thynk.
Help texts are a great tool to remind your users what information is needed according to your SOPs, or if not SOPs, they can be just useful reminders.
For specific instructions, please refer to the lesson: https://learn.thynk.cloud/courses/take/thynk-admins/texts/45850860-how-do-i-add-help-texts-to-remind-users-what-some-of-the-fields-mean in Thynk University! š©š»āš
Make sure that you have signed into the University from Thynk before clicking on the lesson link.
Best Practices for Help Texts
While there is no requirement to add help texts, they are very useful for users if you are starting with a new system, or if you want to remind them of their SOPs for data entry.
Only the Admin can update help texts.
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