Slaesforce FAQ

how to assign field to picklist in salesforce

by Felix Dickens Published 2 years ago Updated 2 years ago
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Custom Picklists

  • In Setup, click the Object Manager tab, and then select the object to contain the picklist field.
  • Click Fields & Relationships.
  • Click New. Select Picklist, and then click Next.
  • Enter a Label for the picklist field. The Field Name is automatically assigned. ...
  • Select Enter values, with each value separated by a new line.
  • Enter your values.
  • Optionally, sort the values alphabetically or use the first value in the list as the default value, or both. ...
  • Choose whether to restrict this picklist’s values to an admin-approved list. This is where you can decide this should be a restricted picklist. ...
  • Click Next.
  • Set field-level security for the picklist field, and then click Next. This list determines who can see or edit the field.
  • Choose the page layouts on which to include the picklist field.
  • Click Save.

Add or Edit Picklist Values
  1. Navigate to the fields area for your object.
  2. In the Custom Fields & Relationships related list, click the name of the picklist field to update.
  3. In the Values section, click Edit next to a value.
  4. Change the value's name, and optionally make the value the default for the master picklist.

How do I create a picklist field in Salesforce?

In 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 have a few options on this page: New: Create a new value.

How do I assign a value to a field in Salesforce?

In the Record Create element, use the current value variable to assign a value to a field for the new record. 1. Ensure that your screen element stores the ID of the selected 2. After user (multi-)selects, assign the Screen Element variable to a Text variable.

How to assign a picklist value to a lookup field?

So assigning of a text value from a picklist to a lookup field will failt. So basically you have to do a SOQL to the related object to find the correct record and then fill the Id in the lookup field.

Why does the referenced picklist field have restrict picklist?

The referenced picklist field has 'Restrict picklist to the values defined in the value set' set to Enabled. The referenced picklist field is a dependent picklist. The page layout does not include both the controlling and dependent picklist fields. If the object includes Record Types - This error occurs if the record type sets the default value.

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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.

How do I use the picklist field in a formula field in Salesforce?

Use Picklist Fields in FormulasIn Setup, use the quick find box to find the Object Manager.Click Case | Fields & Relationships and click New.Select Text Area and click Next.In Field Label, enter Reason for Escalating. Field Name populates automatically.Click Next.Click Next again and then click Save.

How do I use picklist in Salesforce?

Custom PicklistsIn Setup, click the Object Manager tab, and then select the object to contain the picklist field.Click Fields & Relationships.Click New. ... Enter a Label for the picklist field. ... Select Enter values, with each value separated by a new line.Enter your values.More items...

How do I change a text field to a picklist in Salesforce?

You can't convert a defined unique text field to a picklist or a multi-select picklist.From the management settings for the field's object, go to Fields.Click Edit next to the custom field that you want to change.Click Change Field Type.Select a Picklist and click Next.More items...

Can we use picklist value in formula field salesforce?

The only functions that can take picklist fields as parameters in all formula fields are ISPICKVAL(), CASE(), and TEXT(). Using picklist values in any other function results in an error.

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.

How do I create a dropdown list in Salesforce?

How to create Dynamic Drop-Down in Visualforce Pageapex:selectlist & apex:selectoption.Dropdown with a list of Strings.Record type dropdown.Support.

How do I pass a picklist value in Salesforce?

Use Formulas for Default Picklist ValuesIn Setup, click the Object Manager tab, and then select the object associated with your picklist field.Click Fields & Relationships.Click Edit next to the picklist field.Add your formula under General Options.Click Save.

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 we change picklist field to Formula field in Salesforce?

No, you can't change the Datatype of a Field from a Non-Formula (like a Picklist) to a Formula.

How do I change a field type in Salesforce?

Change the Custom Field TypeFrom the management settings for the field's object, go to Fields. ... Click Edit next to the custom field you want to change.Click Change Field Type.Select a new data type and click Next.Enter a field label, name, and any other attributes, and then save your changes.

How do I deploy a field type change in Salesforce?

It is possible to do the following:Comment out references in the Dev sandbox.Change the custom field type (my change was from Text to Text Area)Restore the references.Create a change-set including only the changed custom field.Successfully deploy the change-set to the Full sandbox.

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.

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.

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