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Rich Text Editor
Use the rich text editor to format text in custom fields with the rich text area type. You can also use the rich text editor in many other features, such as Chatter publisher and groups.
| Available in: the Salesforce mobile app, Salesforce Classic, and Lightning Experience |
| Available in: All Editions |
You can perform the following operations with the rich text editor’s WYSIWYG interface.
- Format text as bold, italicized, underlined, or strikethrough
- Create bullet and numbered lists
- Change paragraph indentation
- Insert a hyperlink
- Insert an image (copying inline images from external sources and pasting them into the editor isn’t supported)
- Remove formatting
The availability of toolbar buttons varies across features. For example, the code snippet button is available in Chatter publisher but not in custom fields. Extra functions are supported for features such as Salesforce Knowledge and Ideas, like the ability to embed multimedia content.
Lightning Knowledge continues to use the CKEditor for custom rich text fields. Knowledge article rich text fields provide additional functions, such as the ability to view and edit the source HTML, support for more HTML styles, and smart links between articles.
Some features have rich text editors across Salesforce Classic, Lightning Experience, and the Salesforce mobile app. For example, the Information field in groups provides a rich text editor in all three user interfaces. The Chatter Publisher has a rich text editor only in Salesforce Classic and Lightning Experience.
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| Groups |
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Lightning Components (ui:inputRichText and
lightning:inputRichText) |
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| Custom Fields |
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| Chatter Publisher |
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| Knowledge Article |
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| Lightning App Builder (Rich Text Component) |
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| Experience Builder (Rich Content Editor) |
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| Flow Builder |
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| Idea Themes |
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| Send Email Action |
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| Sales Path |
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| Notes |
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Rich Text Editor Considerations
When you use the editor, note the following.
- The maximum number of characters you can enter in the rich text editor is equal to the field length specified when creating or editing the field. The default is 32,768 characters, which include characters used by HTML tags that apply formatting.
- Clicked hyperlinks open in a new browser window. The rich text editor supports HTTP, HTTPS, and mailto hyperlinks.
- The rich text editor doesn’t validate hyperlinks to web pages. Confirm that you’re specifying a valid URL.
- To insert an image, click
and either select:- Web Address and enter the URL of the image. This option isn’t available in Lightning Experience.
- Upload Image and select an image from your local host. You can upload only JPEG, PNG, or GIF files. The file can’t exceed 1 MB. You can’t add a hyperlink to an image. Copying inline images from external sources to the text editor isn’t supported.
- The rich text editor supports all languages that Salesforce Knowledge supports.
- The rich text editor doesn’t support JavaScript or Cascading Style Sheets (CSS).
- The rich text editor is disabled for users who have accessibility mode enabled. It’s replaced with a text field.
Supported Formatting
We recommend that you use the toolbar to format your content. When you copy content from a web page or another source and paste it into the editor, unsupported tags are removed. Text that was enclosed in unsupported tags is preserved as plain text. The rich text editor supports the tags listed in the table.
<a>
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<dt>
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<q>
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<abbr>
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<em>
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<samp>
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<acronym>
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<font>
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<small>
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<address>
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<h1>
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<span>
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<b>
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<h2>
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<strike>
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<bdo>
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<h3>
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<strong>
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<big>
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<h4>
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<sub>
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<blockquote>
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<h5>
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<sup>
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<br>
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<h6>
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<table>
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<caption>
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<hr>
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<tbody>
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<cite>
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<i>
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<td>
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<code>
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<img>
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<tfoot>
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<col>
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<ins>
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<th>
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<colgroup>
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<kbd>
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<thead>
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<dd>
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<li>
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<tr>
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<del>
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<ol>
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<tt>
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<dfn>
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<p>
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<u>
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<div>
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<pre>
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<ul>
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<dl>
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<var>
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The tags can include the following attributes.
alt
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face
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size
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background
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height
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src
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border
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href
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style
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class
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name
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target
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colspan
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rowspan
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width
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The following URL protocols are supported.
- http:
- https:
- file:
- ftp:
- mailto:
- #
- / for relative links
Rich Text Editors Using CKEditor
Rich text editors in Salesforce Classic continue to use CKEditor. Beginning in Summer ’24, Salesforce uses CKEditor version 4.24.0.
In Salesforce Classic, CKEditor is used by:
- Chatter Publisher
- Custom Fields
- Flow Builder
- Groups
- Idea Themes
- Knowledge Article
In Lightning Experience and the Salesforce mobile app, the following features have rich text editors that use CKEditor.
- Email Composer, using the Send Email action
- Lightning Knowledge
These features load the rich text editor in an iframe. To load the editor correctly in an iframe, your browser must use appropriate security settings. Refer to your browser’s instructions to configure the settings. For example:
- Internet Explorer—Make sure that the Launching programs and files in an IFRAME security setting is set to Enable or Prompt.
- Safari—We recommend changing your Privacy settings for cookies to Allow from websites I visit.
- Chrome—Make sure that Block third-party cookies isn’t selected in the Privacy and security settings.
