This article will provide you with an overview of Ironclad’s new rich text support feature for Salesforce.
The following functionality will be live on July 10th. To learn more about the features included in our July release, refer to What's New in Ironclad: July 2025.
You can insert rich text fields from Salesforce into Ironclad templates as rich text.
What is Rich Text Formatting?
When using Ironclad’s Salesforce integration to populate Workflow Designer templates, rich text formatting from Salesforce can now be preserved in your workflow documents. Ironclad automatically scans all string values pulled from Salesforce documents to see if they contain HTML, and converts them to a rich text format in Ironclad.
What’s Supported
When Ironclad scans rich text fields for HTML, it converts the following tags into rich text formatting in Ironclad:
- Bold (<b> or <strong>)
- Italic (<i> or <em>)
- Underline (<u>)
- Ordered and unordered lists (<ol>, <ul>, <li>)
- Hyperlinks (<a>)
Any other HTML elements including headings, CSS styles, and other formatting outside of this list will be ignored and inserted into the document as plain text (including the unsupported tag). Learn more about rich text formatting in Salesforce.
NOTE
This feature only applies to rich text formatted inside of the final contract documents. Other Ironclad views like in-launch form fields, the Edit Info panel of an in-flight workflow, and properties listed on records won’t display rich text formatting.