How to create a Salesforce flow dependent picklist?
Create Picklists. Start by creating a global picklist value set called Region. From Setup, click Home. Enter Picklist Value Sets in the Quick Find box and select Picklist Value Sets. Click New and fill in the details. Click Save. Next, create a custom picklist field called Region on the lead and account objects.
How to set a picklist default value?
Set default value (preselected value) for drop down list with formula. To set default value for the drop down list, you need to create a general drop down list first, and then use a formula. 1. Create a drop down list. Select a cell or a range that you want to place the drop down list, here is K1, and click Data > Data Validation. See screenshot:
What are the levels in Salesforce?
- Senior Level
- 4-5 years (implementing complex security models in Salesforce) + 2-3 years (Salesforce experience)
- No Prerequisites
- 400
What is Salesforce CRM pricing?
Salesforce
- Essentials plan for all-in-one sales and support is $25 per user/per month, billed annually
- Professional plan offering complete CRM for any size team is $75 per user/per month, billed annually
- Enterprise plan offering deeply customizable sales CRM for your business is $150 per user/per month, billed annually
How do I add a picklist value in Salesforce changes?
Add the Record Type under the Change Set Components if necessary. Click on View/Add Dependencies. Select the required dependencies, including the picklist fields. Click Add to Change Set.
How do you update a picklist value in Salesforce with data loader?
Update 'multi-select' picklist field values with Data LoaderPrepare your data in Excel.Replace the (;) from the multi select fields with a different symbol (make sure that this symbol is not used in the text e.g.#)convert the Excel sheet into CSV delimited.Open the sheet in Notepad, replace all Semicolons with commas.More items...
How do you add an existing picklist value to a record type?
Choose Picklist Values for a Record TypeClick. , then click Setup.Click the Object Manager tab.Click the name of the object whose record type you want to update, then click Record Types.Click the record type name.Click Edit next to the picklist field to change its values.Add or remove values as needed.Click Save.
How many values can we add in picklist in Salesforce?
Limits for Custom Picklists Unrestricted picklists have a limit of 1,000 active values, and bound unrestricted picklists have a limit of 4,000 inactive values.
How do you load a picklist value using data loader?
Go to Setup-->Object (what ever)-->Fields-->Picklist field . Check the Active and Inactive Values. Your data laoder inserted value will be listed under inactive ones. Make it Active and if you are using record types, make sure to add those values to correct Record Type as well.
How can you control picklist values what users see?
Manage Picklist ValuesIn Setup, click the Object Manager tab, and then select the object associated with your picklist field.Click Fields & Relationships.Click the picklist's Field Label to see the field's detail page. You see your values in the Values related list.
Why picklist values are not visible Salesforce?
1 Answer. Go to the Record Type settings for the standard and custom objects. Click on the record type and you'll see the "Picklists Available for Editing" section. From there you should be able to add the new picklist values.
What is master picklist in Salesforce?
The master picklist is a complete list of picklist values that can be used in any record type. The master picklist is independent of all record types and business processes. If you add a picklist value to the master picklist, you must manually include the new value in the appropriate record types.
How do you restrict picklist values based on record type in Salesforce?
PiyushClick Field Dependencies.Choose a controlling field and dependent field.Click Continue.Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.Optionally, click Preview to test your selections. ... Click Save.
What is the maximum number of values you can have in a picklist?
For standard picklists, each value can have up to 255 characters, not including line breaks and returns. This limit applies to single-select and multi-select picklists....Other Limits for Standard Picklists.Picklist FieldMaximum Number of ValuesOpportunity Stage1005 more rows
What is the number of values allowed in dependent picklist?
A controlling field can have up to 300 values. If a field is both a controlling field and dependent picklist, it can't contain more than 300 values.
How do I assign a picklist value in Apex?
Lightning Experience instructions:Select the Gear icon | Setup.Click Object Manager.Select the Object that contains the picklist.Select Fields and Relationships.Select the picklist field you wish to change.Click Edit for the picklist value that is set as the Default.Deselect the 'Default' checkbox. ... Click Save.
Can you change the name of a field in Salesforce?
Some out-of-the-box Salesforce picklist fields do not allow administrators to change the API Name; however, you can change the field label using “Rename Tabs and Labels” from the Setup Menu. For example, the “Stage” field on the Opportunity object cannot be modified in terms of an API Name; but can be relabeled to a different display name ...
Can you modify a picklist in Salesforce?
If you have been using Salesforce for a while , you probably have been faced with the need to modify Salesforce picklist values in your environment. While this may seem like a simple task, if not thought out properly, modifying Salesforce picklist values can lead to various complications down the road ranging from reporting challenges ...
What is an index field in Salesforce?
What makes a good index candidate is pretty advanced. Salesforce automatically analyzes performance and periodically assigns fields to be indexed.
Can you change the picklist field type?
With all the options for picklist fields, rest assured you can change the field type when necessary. For example, if you have a custom picklist field and decide you want to make it a multi-select picklist, you can do that.
Can you use multi select picklists as dependent?
Multi-select picklist fields can be dependent, but not controlling fields. You can set default values for controlling fields but not for dependent picklists. If your org uses record types, choose a record type to test how it affects your controlling and dependent picklist values.
