---
title: "Switching to a rich text field in Salesforce"
slug: "how-do-i-switch-to-a-rich-text-field-in-salesforce"
updated: 2025-05-07T14:55:14Z
published: 2025-05-07T14:55:14Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Switching to a rich text field in Salesforce

Synced data from Gong to Salesforce is easier to read in Salesforce if you’re syncing with a rich text field. Rich text fields are optimal, since they enable you to add links, bullets, and other formatting options that make the text more readable.

You can do this by switching the field type in your CRM from a long text field to a rich text field. Here’s how to do it in Salesforce:

1. Open your opportunity record in Salesforce. If you're an admin, you'll see a cog in the top right corner.
2. Click the cog and select **Edit Object**.
3. This opens the **Object Manager**. Select **Fields & Relationships**.
4. Look for the field that you want to convert, the**DATA TYPE** will be**Long Text Area**. Click the arrow on the far right, and click **Edit**.
5. Select **Change Field Type** at the top of the screen.
6. The **Data Type** will be already selected as **Text Area (Long)**. Change it to **Text Area (Rich)** which is just below.
7. This change prompts two notifications that need to be approved:
  1. A field conversion warning asking if you want to continue. Click **Yes**.
  2. A second field conversion warning about the usage of HTML. Select **Yes** and click **OK**.
8. Click **Next** to set up the details of the field.
9. In the details area, make sure to set the following:
  1. **Length**: Set a high number of characters for this text, for example, 130,000.
  2. **# Visible Lines**: Select at least 10 visible lines.
10. Click **Next**.
11. Don’t make any changes on the next screen, just click **Save**.

> [!NOTE]
> **Note**:
> 
> Field types can’t be changed for fields that are referenced in flows. For details, see this [Salesforce article](https://help.salesforce.com/s/articleView?id=platform.notes_on_changing_custom_field_types.htm&type=5).

## Related

- [How to create and manage playbooks](/how-to-create-and-manage-playbooks.md)
- [Track playbook progress in your deal pipeline](/track-playbook-progress-in-your-deal-pipeline.md)