From Setup, click Home. 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.
How do I create a picklist in Salesforce?
Create Picklists 1 From Setup, click Home. 2 Enter Picklist Value Sets in the Quick Find box and select Picklist Value Sets. 3 Click New and fill in the details. Field Value Label Region Description For use in region fields throughout AW’s org. ... 4 Click Save.
When should you use global picklists in Salesforce?
Salesforce Global Picklists should be used any time you need the same set of picklist values on multiple objects. In this example, our picklist is called “HQ Continent” – and since there are always the same continents present on the earth, we want to present our uses with the same set of picklist values, no matter what object they’re working on.
What are the tips for working with picklist and multi-select picklist formula?
Tips for Working with Picklist and Multi-Select Picklist Formula... Standard Action Overrides Viewing 24-Hour Salesforce Sites Usage History Adding Languages Importing Translated Content
How do I add a zone to a picklist?
Choose Picklist as the Data Type and click Next. Enter Zone as the Field Label. Select Enter values, with each value separated by a new line. For Description, enter: Customer’s zone within the selected region—for sales operations use only.
How do I create a dependent drop down list 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 make a multi select picklist?
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 create a multi dependent picklist in Salesforce?
1 AnswerFirst Step, create 3 picklists:Second Step, create field dependencies. You can locate them in Fields(second right button from when creating new field).Third Step, Do Step two for Picklist 2 and Picklist 3.
How do I create a custom 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...
What is multiselect picklist?
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 separate multiple picklist values in Salesforce?
For splitting multipicklist value, you can use the split function of String. Eg: String[] picklistValues = Sec_DD_String. split(';'); October 11, 2012.
Can a multi-select picklist be a controlling field?
Multi-select picklists can be dependent picklists but not controlling fields.
How many dependent Picklists are there in Salesforce?
If a field is both a controlling field and dependent picklist, it can't contain more than 300 values.
How do I create a global picklist in Salesforce?
From Setup, enter Picklist in the Quick Find box, then select Picklist Value Sets.Next to Global Value Sets, click New.Enter a label for the global value set. ... To tell users what these values are for, enter a specific description of the global value set. ... Enter the values, one per line.More items...
What is a dependent picklist?
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 drop down menu in Salesforce?
Go to Setup (at the top of the page). On the left hand tool menu, under App Setup, click Customize, then Contacts, then Fields. Then you will see a list of the standard fields and below it a list of custom fields. The drop down menus in Salesforce are called "picklists".
How do I use Ispickval in Salesforce?
You can combine ISPICKVAL() with PRIORVALUE(). You can use this function in assignment rules, validation rules, field updates, and workflow rules to find the previous value of a field. For example, this validation rule prevents a user from changing a case's Type from a previously selected value back to blank.
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.
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.
