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.
How to create a list of related objects in Salesforce?
You have to create another custom object. On the new object create new field of type lookup relation or master-detail to the first object. While creating this field you will be asked to add the related list to the first object layout choose yes. Now when you go to first object's record you will find the related list.
How do I create a multi select picklist in Excel?
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. Click Enter values, with each value separated by a new line and paste these values.
What is the Order of the picklist values in a field?
Warning: A field may have the order of the picklist values set according to a business reason or process. E.g. Status - Open, In Progress, Closed. Alphabetically, these would be in the order: Closed, In Progress, Open - which does not make sense logically for a process.
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 create a dependent picklist value?
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 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 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.
What is 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.
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.
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 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.
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.
How do I add a picklist value in Salesforce dynamically?
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 get global picklist values in Apex?
Setup -> Object Manager -> Select the Object where the field is -> Click on Fields and Relationships -> Select the field -> Scroll Down and you will see the values.
How do I change a picklist to a lookup field in Salesforce?
You can't covert directly from Picklist to lookup field out of the box. You need to create a different lookup field and if you are thinking of translating the picklist data to lookup then you have to write some custom code to handle it.
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.
