Step 1 Select the “Picklist (Multi-Select)” radio button and then click the “Next” button. Step 2 In the details page, enter all the required fields, follow previous picklist creating (step 8) and click the “Next” button.
Full Answer
How to manage picklist values in Salesforce?
Manage Picklist Values 1 In Setup, click the Object Manager tab, and then select the object associated with your picklist field. 2 Click Fields & Relationships. 3 Click the picklist’s Field Label to see the field’s detail page.#N#You see your values in the Values related list More ...
How do I create a custom picklist for close reasons?
Create a custom picklist field called Close Reason, editable by Sales Users only. From Set up, 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.
How do I create a multi-select picklist?
For example, if you have a custom picklist field and decide you want to make it a multi-select picklist, you can do that. In Setup, click the Object Manager tab, and then select the object associated with your picklist field. Click Fields & Relationships. Click Edit next to the picklist field.
How do I change the Order of values in a picklist?
In 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 have a few options on this page: New: Create a new value. Reorder: Rearrange the existing values.
How do you control picklist values among the users 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.
How do you make a field dependent on another 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 I control the options in the pick list field 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 make a multi-select picklist?
Custom Multi-Select Picklists. When you create a custom picklist, notice the Picklist (Multi-Select) option, too. Pick this option if you want your users to select more than one value from the picklist. When a user picks more than one value, the selected values show in the field, separated by a semicolon.
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...
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.
What is dynamic pick list?
A dynamic picklist allows end users to add values to the list rather than requiring the assistnace of an administrator. It can be updated as and when values are required.
What is a dependent pick list?
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 you make a multi select picklist in lightning?
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 use a multi-select picklist in Salesforce flow?
Salesforce will automatically pass the Lead Id to the recordId variable.Click Setup.In the Object Manager, type Lead.Select Buttons, Links, and Action, then click New Action.Input the following information: Select Flow as Action Type. Select Parse Multi-Select Picklist as Flow. ... Click Save.
How do I select multiple picklist values in Salesforce?
Use the Semicolon and Comma characters to add filter values to multi-select picklist fields. A semicolon is used as a special character to specify AND. For example, the following notation: 'AAA;BBB' means ' AAA' and ' BBB': A comma is used as a special character to specify OR.
Can a multi-select picklist be a controlling field?
Multi-select picklists can be dependent picklists but not controlling fields. Custom picklist fields can be either controlling or dependent fields. Standard picklist fields can be controlling fields but not dependent fields. A controlling field can have up to 300 values.
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.
Good Value Management Matters
Are you still thinking about cookies from that last challenge? There are so many flavors of cookies in the world. If you’re running a cookie company, you want to standardize your flavor names. Are your cinnamon cookies called “snickerdoodles”? Once you pick the name, you want to make sure your orders, and other records, always use the same name.
Where You Set Picklist Values
Picklists are fields associated with individual objects. You set and manage picklists in the same place you add or manage other fields: an object’s Fields & Relationships page. When you created your picklist in the last unit, you set its initial values. Let’s go back and look at a Fields & Relationships page.
Active, Inactive, Deleted, and Replaced Values
In the Values related list on the detail page, you can edit, delete, or deactivate individual values. You can probably guess the difference between an active value and an inactive one. Active values appear as an option in a picklist. Inactive values don’t, but they’re not entirely removed from your org.
Controlling Fields, Dependent Picklists, and Narrowing Values
As we discussed in the previous unit, dependent picklist fields narrow the available values based on a selection in a controlling field. For example, the user selects “nut free” in a controlling field, and only cookie flavors that don’t have nuts show in the dependent picklist field.
Use Formulas for Default Picklist Values
Now that you’ve got the basics, let’s assign a dynamic default value. This means, based on certain conditions and values from other fields, the picklist’s default value changes. Setting the right default can speed data entry.
Hands-on Challenge
You’ll be completing this challenge in your own hands-on org. Click Launch to get started, or click the name of your org to choose a different one.
