In salesforce, Picklist cannot have more than one value selected at a time. Because a single field cannot have more than one value at given point of time. So your requirement of "Multi Select Picklist" is not possible.
How to enable multi-select lookup in Salesforce with custom lookup?
After the class is being saved go to the layout page of the Account object and this page Custom Lookup as an inline Salesforce VF page to the objects detail page layout. Save the layout after adding the Visualforce page and start using the multi-select lookup functionality. Thanks.
What is a lookup field in Salesforce?
When creating a lookup field you are essentially relating the field to another object (e.g, table) for its values. They can be used to lookup a value on related lists, be useful for relating objects for custom report types, or create a relationship for tracking to name a few.
How do I create a lookup filter in Salesforce?
In the Lookup Filter section, click Show Filter Settings. Click the Find icon to select the Field, and fill in the filter details. Ensure Required is selected next to Filter Type. Leave everything else as is and click Save. You’ve taken care of Noah’s request by creating a lookup filter.
How do I create an equal to value in Salesforce?
Choose equals for the operator and Field for the Value/Field. Because we are using a Field as the equal to value, click in the value box and choose Current Lookup then the lookup name and then the AccountID field. Choose if the field will require a value.
Can you have multiple values in a lookup field in Salesforce?
You can only have one related record per Lookup field.
How do I create a multi select lookup field?
To create a multi-select lookup field Go to Setup > Customization > Modules and Fields. Click the required module, in this case, Prospects. From the list of fields available, drag and drop the Multi-select lookup field. Note that you can create a maximum of 2 Multi-select lookup fields per module.
How many lookup relation can be created on a object?
40 lookupsYou can have a maximum of 40 lookups on an object. You can have a maximum of two master details on an object.
How do I select multiple values in Salesforce?
You need a multi select picklist type field. It will look like the following screen shot in your VF page. If you want to have a different UI element (like a dropdown with a checkbox against each entries), you need to explore a JS framework like jQuery.
How do I create a Multiselect lookup field in Salesforce?
After the class is being saved go to the layout page of the Account object and this page Custom Lookup as an inline Salesforce VF page to the objects detail page layout. Save the layout after adding the Visualforce page and start using the multi-select lookup functionality. Thanks.
How do I select multiple values in lookup in Dynamics 365?
If you want to select multiple from another entity like a lookup, you need to create a N:N relationship. this is not displayed in a lookup field but you can display it in a subgrid, which is still on the main form and lets you associate multiple related records.
What is difference between master detail and lookup?
The Salesforce lookup relationship has no relation with other records. It does not depend on any other objects, whereas a master-detail relationship has an association with other records. On the other hand, the lookup relationship is just a reference. It can be even blank or NULL.
Can we create junction object using lookup?
Yes you can use both options as junction object but may not be exactly same features. It is possible to create the Junction Object with Lookup fields. However there are advantages in case of Master detail in terms of security and dependency.
What is the maximum number of master detail Lookup relationships allowable per object?
two master-Each custom object can have up to two master-detail relationships and many lookup relationships. Each relationship is included in the maximum number of custom fields allowed.
How do I use multiple picklist values in a formula field in Salesforce?
Create a formula that shows the value of a multi-select picklist from a parent to a child objectGo to the object where you want to create the field. ... Click New.Select Formula for the Data Type.Name the field and select Text for the Formula Return Type.Click Next.Enter your formula syntax.
What is multi-picklist?
Description. Multi-Picklist fields allow you to select multiple values on your records for various use cases. You have the ability to define values on creation of the field and after creation you can continue to add and remove other values.
What is the difference between picklist and multi-picklist?
Picklist let's users select one answer only. Multi-picklist gives options for users to select more than one answer.
Use Case
A company only sells in the United States. They have a rule saying that any Contact record that is marked as “Primary” must have a US Phone Number. We already have a Regex Validation Rule that enforces the formatting of the Phone Number:
Step 1 – Create a Custom Object and Import Records
The first thing we need to do is create a custom object to hold the acceptable values. We’ll call this Custom Object “Area Codes”. Because this is a Custom Object, we can give our Sales Operations Profile Users create permission on this Object.
Step 2 – Create a VLOOKUP Validation Rule
Now that our list of valid Area Codes are loaded into Salesforce and Sales Operations can add more as needed, we’re ready to begin building the VLOOKUP Validation Rules. The VLOOKUP Formula will be built in two parts, because it needs to do two things: find the matching value and then compare it to the current value on the record.
Follow Along with Trail Together
Want to follow along with an expert as you work through this step? Take a look at this video, part of the Trail Together series.
Introduction
Lookup filters limit the records available in the lookup. A lookup filter can reference other fields on the same record (source); fields on the records of the lookup object (target); fields on the user's record, profile, and role; and fields on records directly related to the target object.
Create a Lookup Relationship
Create a new Backup Agent field that looks up to the User object, editable by Support Users only.
Use Case
- A company only sells in the United States. They have a rule saying that any Contact record that is marked as “Primary” must have a US Phone Number. We already have a Regex Validation Rule that enforces the formatting of the Phone Number: !REGEX(Phone,”^(\(\d{3}\)\s?\d{3}\-\d{4})?$”) The Regex Validation Rule states that the phone number must be in the format (xxx) xxx-xxx but …
Step 1 – Create A Custom Object and Import Records
- The first thing we need to do is create a custom object to hold the acceptable values. We’ll call this Custom Object “Area Codes”. Because this is a Custom Object, we can give our Sales Operations Profile Users create permission on this Object. As we are allowing a non-Admin user to create or edit these records, I have opted to enable Field History and created a Custom Tab. Our …
Step 2 – Create A Vlookup Validation Rule
- Now that our list of valid Area Codes are loaded into Salesforce and Sales Operations can add more as needed, we’re ready to begin building the VLOOKUP Validation Rules. The VLOOKUP Formula will be built in two parts, because it needs to do two things: find the matching value and then compare it to the current value on the record. In this example, ...
Step 3 – Testing
- Time for testing! Our Scenarios are: 1. Primary Contact with Bad Area Code – expect to see error message 2. Primary Contact with Good Area Code – expect to save 3. Primary Contact with No Phone Number – expect to save 4. Non-Primary Contact with Bad Area Code – expect to save 5. Non-Primary Contact with Good Area Code – expect to save 6. Non-Primary Contact with No Ph…