how to make a dependent 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

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 to create a custom dependency field in Salesforce?

Dependency field: The vale on Dependency field depends on value of the Controlling field. Now we are going to create Controlling field and Dependent field. Go to Setup => Build => Create => Objects => Custom field ans Relationships => Field Dependency.

How do I create a dependency between two picklists?

Create a dependency between these two picklists, so that when a Region is selected, only respective zones are available in the Zone field. While still viewing the Account object in the Object Manager, select Fields & Relationships. Click Field Dependencies.

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.

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Can a picklist be a dependent field 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 dependency field 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 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 update a dependent picklist 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 can be dependent fields 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.

What is the field dependency in Salesforce?

Field Dependency in Salesforce are filters that allow us to change the content of a picklist based on the value of another field checkbox/picklist.

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.

Can multiselect picklist be controlling field?

Multi-select picklists can be dependent picklists but not controlling fields. Custom picklist fields can be either controlling or dependent fields.

Where are field dependencies in Salesforce?

– 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.

What are dependent fields?

A dependent field is a field which is populated by a database query which references the value of another field (which is known as the independent field) in the same Dynaform. Each time the value in the independent field changes, the database is automatically requeried to repopulate the dependent field.

How do I add a picklist value in Salesforce?

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

How do I create a dependent picklist in visualforce?

For this example, we'll be adding a dependent picklist, Subcategories, to a Visualforce page. First, create this custom picklist: From the object management settings for accounts, go to the fields area, and then click New. Choose Picklist, and then click Next.

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.

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