Even though Salesforce.com enables users to create multi-select picklists directly from the user interface, they do not offer organic functionality for reporting on these types of fields.
How do I create a multi-select picklist view or report?
When creating new list views or reports that include a multi-select picklist field, you will want to use "Include" and "Exclude" as your filter operator. This will enable you to include multiple values, rather than only the first selected value.
How are multi-select fields stored at runtime?
At runtime, each multi-select field stores its field value as a concatenation of the user-selected choice values, separated by semicolons. At runtime, any semicolons in the selected choices’ stored values are removed when added to the multi-select field value.
How do I populate multi-select choice fields in a flow?
Similar to single-selection choice fields, such as radio buttons and drop-down lists, you can populate multi-select choice fields with flow-specific choices and dynamic choices only. You can’t populate multi-select picklists in flows with the picklist values of standard or multi-select picklist fields elsewhere in your organization.
How to show frequency of each combination in report?
Run your report and hide details. This gives you a frequency of each combination at a birds eye view. If you want a visual, make an extra -large graph Show activity on this post. Easiest way I can see this being achieved without the use of code would be to make a formula. this will return a value of 1 if the value.
How do I query a multiselect picklist in Salesforce?
There are use-cases where you want to use a SOQL query and filter by multi-select picklist values. The picklist values can be specified with the AND/OR logic. Use the Semicolon and Comma characters to add filter values to multi-select picklist fields.
Can multi-select picklist be controlling field in Salesforce?
Multi-select picklists can be dependent picklists but not controlling fields.
What is the use of multi-select picklist in Salesforce?
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.
How do I add a picklist to a Salesforce report?
Refreshing Data Pulled from Salesforce Check the Enforce Picklists box under Pull from Salesforce. Click Push to Salesforce -> Column Mappings and make sure that your picklist column in Excel is mapped to the correct picklist field in Salesforce: Click OK in all the dialog boxes to close the template editor.
What fields can be dependent fields in Salesforce?
A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field . Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record.
Can checkbox be controlling field?
Checkbox fields can be controlling fields but not dependent fields. When you convert existing fields to dependent picklists or controlling fields, it doesn't affect the existing values in your records. After conversion, the dependency rules apply to new records and to any changes to existing records.
Why are multi-select Picklists bad?
Dealing With Muli-Select Picklists in Formulas In formulas, the muliselect has to use contain instead of includes or equal. They are only supported in certain functions and basically it feels almost like a hack to use them in the formula if even possible due to the character limits in formulas.
What is the difference between picklist and multi-select picklist in Salesforce?
Picklist let's users select one answer only. Multi-picklist gives options for users to select more than one answer.
How do you get a multi-select picklist value in 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.
How do I create a dynamic picklist in Salesforce?
Set Up a New Dynamic PicklistAdd a Drop-Down Menu field to your form.Click on the field and choose Choices.Click Salesforce Dynamic Picklist.Select your existing authorization or connect to a new account. ... Click Next.Select your Choices source by clicking on the Get choices from the dropdown box.
How do I create a field dependency in Salesforce?
Create Field DependenciesWhile still viewing the Account object in the Object Manager, select Fields & Relationships.Click Field Dependencies.Click New.Select Region as the Controlling Field and select Zone as the Dependent Field.Click Continue.Select the appropriate zones in each column by double-clicking them.More items...
How do I show different picklist values in Salesforce?
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.
Approach
Create a custom object which has a master-detail relationship with your reportable object. Create two fields. One which holds the multi-picklists and the other which holds individual values.
Technical Solution
If it is necessary to build reports based on multi-picklists, then follow the below steps as a workaround for the limitation.
Advantage
Scalable, Doesn’t impact the performance, easy to implement, easy to migrate
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