how to add dependent picklist values in salesforce

To set a dependent picklist field: From the management settings for the object you want to add a field to, click Fields & Relationships. Click Field Dependencies.

Full Answer

What are picklists and field dependencies in Salesforce?

To accomplish what they want, you set up picklists and field dependencies. Picklists offer a selection of options available for specific fields in a Salesforce object, such as a list of regions.

How do I create a picklist value set in Salesforce?

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. From Setup, click Object Manager and select Lead. Select Fields & Relationships and click New. Click Next and fill in the details.

How to create a new field dependency in Salesforce?

Create Field Dependencies 1 While still viewing the Account object in the Object Manager, select Fields & Relationships. 2 Click Field Dependencies. 3 Click New. 4 Select Region as the Controlling Field. 5 Select Zone as the Dependent Field. 6 Click Continue. 7 Select the appropriate zones in each column by double-clicking them. ... More items...

Does picklist have controlling and dependent picklist?

Picklist have Controlling and Dependent picklist. Picklist vales does no have any other associated data. Values are captured in Web-to-lead submissions where Web-to-lead do not support custom relationship fields.

How do I create a multi dependent picklist in Salesforce?

Create a custom picklist field called Close Reason, editable by Sales Users only.From Setup, click Object Manager and select Opportunity.Select Fields & Relationships, and click New.Select Picklist (Multi-Select) as the Data Type, then click Next.Enter Close Reason as the Field Label.More items...

How do I create dependencies in Salesforce?

Creating a field dependency fields – Go to setup menu and select the object you want to create field dependency. – Click on filed dependency button & select controlling and dependent fields. See the below screen for reference. Click on continue and select dependent fields under controlling fields.

How do I add a dependent picklist in flow?

Tip Before you add a Dependent Picklists screen component to your flow, define field dependencies for the appropriate picklist fields in your org. You can select resources from the flow, such as variables or global constants, or you can manually enter a value.

How do I add a field to a picklist in Salesforce?

Go to the fields area of the object you want to create a picklist field for. In the custom fields related list, click New. Select Picklist or Picklist (Multi-Select), and then click Next. Enter a label for the picklist field.

What are dependencies in Salesforce?

Field Dependencies in Salesforce are the filters that allow user to change the contents of a picklist based on the value of another field. Example :- Here there are two field called Country and State. We have to display all states that are related to Country Field. Like wise Districts that are related to States.

How do I commit a field dependency in Salesforce?

Go to Setup - Deploy - Outbound Change Sets. Create new Change Set, type a Name and Description, always add description on what will be add into this change set. In the Change Set Components, look for Custom Field. Find and add Dependent Field (not Controlling field, unless it is needed)

How do I create a dependent picklist in custom metadata in Salesforce?

Navigate to “Setup | Build | Develop | Custom Metadata Types | New Custom Metadata Type”. For this example, we will name custom metadata type as “Dependent Picklist” with following custom fields: Object Name for Dependent Picklist (Created on which object) Controlling field API Name (API name of controlling field)

What is dependent picklist 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.

How do I create a custom picklist in flow?

5:0210:17Flow Builder Series for #Salesforce Developer & Admins - YouTubeYouTubeStart of suggested clipEnd of suggested clipPick list or a checkbox. Group so you can select any of these. And then for the choices. Again youMorePick list or a checkbox. Group so you can select any of these. And then for the choices. Again you have to create the picklist choice set.

How do I change the field dependencies in Salesforce?

From the management settings for the picklist's object, go to Fields. Click Field Dependencies. Click Edit next to the field dependency relationship you want to change. Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.

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.

How do I create a formula field in Salesforce?

Creating a Formula In SalesforceClick on Opportunity object.Click on View fields from the left sidebar.Click New. Select Formula as a data type.Enter the Field label name and select the data type you expect your formula will return.Click on Next to view the formula editor.

How do I add multiple users to Salesforce?

From Setup, enter Users in the Quick Find box, then select Users.Click Add Multiple Users.If multiple user license types are available in your organization, select the user license to associate with the users you plan to create. ... Specify the information for each user.More items...

What is a picklist in salesforce?

In salesforce also the description is same Picklist allows to contain multiple values and pick One among them or Multiple among them. Picklist Characteristics. Picklist values are Static and can not defined dynamically. Picklist values are maintained by Administrator. Picklist values are displayed as drop down ...

How many characters can be in a picklist?

Custom Picklist can have 1,000 entries and 255 characters per entry. Custom multi-select picklist can have up to 150 values and 40 characters per value. For multi-select picklist, users can select up to 100 vales at the time on a record.

Introduction

Sales Operations divides AW Computing’s sales territory into regions and zones. Yuko Ishikawa would like to be able to identify each account record by its region and zone.

Create Field Dependencies

Create a dependency between these two picklists, so that when a Region is selected, only respective zones are available in the Zone field.