- 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.
- In the box, enter these values, each set on their own line. ...
- For Description, enter: Customer’s zone within the selected region—for sales operations use only.
Full Answer
How do I create a custom picklist field 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.
How do I use read-only and read-write fields in Salesforce?
Use two fields, where one is read-write and the other read-only. The same information can be written to both fields using either a trigger or field-update rule. Display the read-only when it's closed, else display the read-write field.
How do I enter multiple values in 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. In the box, enter these values, each set on their own line.
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.
Can we make picklist field read only in Salesforce?
Thanks in advance. You can make the field read-only either on the page layout or the profile (field-level security). Keep in mind that as a system administrator, you have permission to edit read-only fields, so it will never work for you. It will work for regular users though.
How do I restrict a picklist in Salesforce?
Restricted PicklistsGo to the picklist detail page and select Edit.Select Restrict picklist to the values defined in the value set.Click Save.
How do you make a flow field read only in Salesforce?
>>Go to the Field and Click on the Set Field-Level Security button which is besides the Edit. >> Click on Read Only Checkbox besides the User's Profile.
Can we restrict picklist values in Salesforce?
You can make a custom single-select picklist field into a restricted picklist only if the picklist has fewer than 1,000 values (or entries). You can make a custom multi-select picklist field into a restricted picklist only if the picklist has fewer than 500 values (or entries).
How do I restrict a picklist?
You cannot uncheck the restriction if the picklist is using a Global value set. A global picklist is a restricted picklist by nature. Only a Salesforce admin can add to or modify its values. You would need to create a new field in order to remove the custom field's connection to a Global value set.
How do I control options in picklist field in Salesforce?
Use Formulas for Default Picklist ValuesIn 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.Add your formula under General Options.Click Save.
How do I make a text field read only in Salesforce?
1. Open the field. 2. Click Set Field-Level Security button....For all the users:Go to the page layout.Click the Field Properties in the page layout.Make it Read-Only.
What are the read only field in Salesforce?
When a flow tries to create or update records, fields that the running user can't edit are considered inaccessible , or read only. A field can be inaccessible because the user hasn't been granted permission to edit the field or because it's a system field that's always read only.
How do I make a record read only in Salesforce?
We can Achieve this by using workflows rules. First create a new record type as a "Rean only", it has only read only permission to all profiles . next create workflow on status field. if "status" is changed to "Closed" we can update the record type field.
How do I restrict picklist values in Salesforce flows?
Upon creating a new picklist field, the Salesforce Admins can decide whether to prevent users from loading unapproved values through the API or other apps. This can be achieved by selecting the 'Restrict picklist to the values defined in the value set' checkbox.
How do you restrict picklist values based on record type in Salesforce?
PiyushClick Field Dependencies.Choose a controlling field and dependent field.Click Continue.Use the field dependency matrix to specify the dependent picklist values that are available when a user selects each controlling field value.Optionally, click Preview to test your selections. ... Click Save.
How do I disable restrict picklist to the values defined in the value set?
Remove the default value: PicklistSelect the gear icon | Setup.Click Object Manager.Select the object that contains the picklist.Select Fields and Relationships.Select the picklist field you wish to change.Click Edit for the picklist value that is set as the Default.Deselect the 'Default' checkbox. ... Click Save.
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.
Can you make a record type read only?
You could make a record type with a page layout that has that field as read-only, and then use a workflow field update to change the record type to the read-only one. That seems overly heavy though. The validation rule is the simplest way that achieves what you wrote there.
Can you write the same information to both fields?
The same information can be written to both fields using either a trigger or field-update rule. Display the read-only when it's closed, else display the read-write field. Of course, that's probably easier to do in Visualforce than not. Share.
