Merge duplicate accounts in Salesforce classic Step 1: Go to the Accounts tab and click Merge Accounts in the Tools section. If you can't see it, ask permission from your admin account.
Full Answer
What is the difference between one and one picklist values?
One is a picklist value and one is a text formula field. The scenario is this: If ISPICKVAL = "MGM" and EXHIBITION MONTH = "JAN" THEN "MAR", EXHIBITION MONTH If ISPICKVAL = "MGM" and EXHIBITION MONTH = "FEB" THEN "MAR", EXHIBITION MONTH
Is it possible to combine two fields into one field?
it depends on the types of the 2 fields. You can solve this with a formula field. Yes it is possible you will just require a workflow or a trigger. Let me know if you have any issue in it. You can read Thank You that was very helpful. I was able to resolve due to your solution .
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How do I merge two picklist values in Salesforce?
Simply navigate to the Picklist Merge tab to start using it....These are the fields an admin needs to fill in:Object Name — name of the object containing the picklist field to be merged.Existing Field Name — name of the field to be merged.New Field Name — name of the new field using the global value set.More items...•
How do you add 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 use multiple Picklists in Salesforce?
Creating Picklist (Multi-select) Data Type FieldSelect the “Picklist (Multi-Select)” radio button and then click the “Next” button.In the details page, enter all the required fields, follow previous picklist creating (step 8) and click the “Next” button.More items...•
How do I get the picklist value 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 report multiple picklist values in Salesforce?
The only way to report on a specific Picklist option is to create a Formula Field for each option....Workaround: Use Microsoft ExcelSelect the cell, the range of cells, or the entire column that contains the text values that you want to divide across other cells. ... On the Data menu, click Text to Columns.More items...
What is 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 update multiple Picklists in Salesforce?
When updating values for multi-select picklist fields using Data Loader, remember to always:On the CSV file on the column where it has the multi select make sure to separate values using semi colon (;). ... Once it is done open up dataloader click on the update button and follow through the process.More items...
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.
Can a multi select picklist be a controlling field?
Multi-select picklists can be dependent picklists but not controlling fields.
Is Pickval in formula field?
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 get the picklist value in flow in Salesforce?
Using Record-Triggered Flow to Save the Picklist Choice Value1- Create a text field to save the selected choice's value. ... 2- Create a record-triggered flow, select your object, and configure the flow to run on create and update. ... 3- Add a decision to check if the Model_Code__c has changed or if it is a new record.More items...•
How do I use picklist values in flow Salesforce?
1:1910:17Flow Builder Series for #Salesforce Developer & Admins - YouTubeYouTubeStart of suggested clipEnd of suggested clipSelect opportunity and then under the fields. And relationship you just need to find stage. And youMoreSelect opportunity and then under the fields. And relationship you just need to find stage. And you will find this is your picklist. Value which will have multiple values.