how to implement picklist in salesforce

Create Picklists.

• From Setup, click Object Manager and select Lead.
• Select Fields & Relationships and click New.
• Select Picklist as the Data Type.
• Click Next and fill in the details.
• Enter Region for the Field Label.
• Select Use global picklist value set, then select Region from the picklist.
• For Description, enter: Customer’s geographical region—for sales operations use only.
• For Help Text, enter: In which region is the customer based?
• Click Next.
• Select the checkbox in the Read-Only column header.

Full Answer

How to create a Salesforce flow dependent picklist?

Create Picklists. Start by creating a global picklist value set called Region. 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.

What is list class in Salesforce?

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How to create a related list in Salesforce?

You will want add a custom field to Related Object - B that has a lookup relationship to Primary Object - A. Then it will be available. If Related Object - B does not exist, you will want to create the custom, and then setup the lookup relationship.

How to create lookup relationship in Salesforce?

How to create lookup relationship in salesforce?

• Step 2. : -Selecting Related to Object. Now select Child object in step 2. ...
• Step 4. :- Establishing Field Level Security for reference field. Make sure the Field level Security is visible for all profiles.
• Step 5 :-. Select the Page layout for child object field. Click on Next button.
• Step 6 :- Adding custom related lists. Click on Save button as shown above. ...

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How do I add a picklist field 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 deploy a picklist value in Salesforce?

Set up picklist from 1 org to anotherRetrieve the picklist values from the source org via ANT using package. xml.Delete the picklist values from the target org via ANT, by using "destructiveChanges. xml." This works as package. ... Now, use the retrieved ANT from source org to deploy into target org.

How do I use the picklist formula 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 create a picklist dependencies in Salesforce?

Define Dependent PicklistsFrom the management settings for the object you want to add a field to, go to Fields. ... Click Field Dependencies.Click New.Choose a controlling field and dependent field. ... Click Continue.More items...

How do you deploy a standard picklist field?

This metadata type defines picklist values for a standard field. As an example, if you compare Standard Value Set > CaseType using ClickDeploy.io, you will see the diff view below. There you go, deploy standard fields and standard value sets in seconds. Simply check off these components and click Deploy.

How do I deploy a dependent picklist?

Salesforce Field Dependencies deploymentGo 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.More items...•

How do you write a picklist field in validation rule?

Use Picklist Fields in Formulas ISPICKVAL() and CASE() are useful for creating validation rules that check whether a certain picklist value is selected. For example, say you want users to enter a reason when they change a case's Status picklist value to Escalated.

How do I find the picklist value 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.

What is a salesforce picklist?

Picklists are used in Salesforce to capture static data and define a list wherein users can select via accessing a drop-down menu. Picklists can be either global or custom in nature.

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 global picklist?

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.

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.

Version

Use this type in API version 37.0 and earlier only. Picklists for custom fields in custom objects are available in API version 12.0 and later. Picklists for custom or standard fields in standard objects, such as accounts, are available in API version 16.0 and later.

Declarative Metadata File Suffix and Directory Location

Picklist definitions are included in the custom object and field with which they are associated.

Java Sample

The following sample uses a picklist. For a complete sample of using a picklist with record types and profiles, see Profile.

Declarative Metadata Sample Definition

The following sample shows usage for picklists, including dependent picklists, in a custom object. The isAmerican__c checkbox controls the list of manufacturers shown in the manufacturer__c picklist. The manufacturer__c checkbox in turn controls the list of models shown in the model__c picklist.

Wildcard Support in the Manifest File

This metadata type doesn’t support the wildcard character * (asterisk) in the package.xml manifest file. For information about using the manifest file, see Deploying and Retrieving Metadata with the Zip File.

What is a picklist field?

A picklist field lets you choose a value from a pre-populated list. While you can’t write a formula that returns a picklist as a result, you likely have to reference picklists in your formula fields. Say you need a validation rule that requires a user to fill out an explanation if they select "Other" as an Account’s Type.

Can you use TEXT in a picklist?

This formula, for example, displays a case’s Status as a sentence. You cannot use TEXT () on multi-select picklists. Multi-select picklists are not recommended in formula fields.

Does the equals operator work in picklist?

The equals operator (=), however, does not support picklist fields, and this formula causes an error. Instead, use ISPICKVAL () to check a picklist field’s value, or use TEXT () to convert a picklist value to Text before using the equals operator.

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.