What is the simplest method to provide user guidance when entering data in a standard field?

Providing custom help text under field properties is the simplest method to guide users when they are entering data in a standard field. This approach directly integrates the guidance into the field itself, ensuring that users can see the help text as they interact with the field. It is straightforward for administrators to implement within the Salesforce platform by accessing the field properties and entering the desired help text.

This method is beneficial because it keeps the user experience streamlined. Users do not need to navigate away from the data entry screen or search for additional resources; instead, the information they need is immediately accessible in context. This direct approach tends to be less obtrusive and allows users to focus on their data entry without being distracted by having to locate help in another area.

In contrast, creating a custom page with help text or adding help text in a default value for the field introduces unnecessary complexity and can lead to confusion or miscommunication. While adding a label field with help text next to the custom field can provide additional guidance, it may also clutter the interface, especially if there are several standard fields on the page. Integrating help text directly into the standard field’s properties keeps the process clean and efficient, prioritizing user experience and accessibility.