Slaesforce FAQ

how to navigate to field picklist values in salesforce

by Ari Dare Sr. Published 2 years ago Updated 1 year ago
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Manage Picklist Values.

  • 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 see your values in the Values related list.

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

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.

How to set a picklist default value?

Set default value (preselected value) for drop down list with formula. To set default value for the drop down list, you need to create a general drop down list first, and then use a formula. 1. Create a drop down list. Select a cell or a range that you want to place the drop down list, here is K1, and click Data > Data Validation. See screenshot:

What are the levels in Salesforce?

  • Senior Level
  • 4-5 years (implementing complex security models in Salesforce) + 2-3 years (Salesforce experience)
  • No Prerequisites
  • 400

What is Salesforce CRM pricing?

Salesforce

  • Essentials plan for all-in-one sales and support is $25 per user/per month, billed annually
  • Professional plan offering complete CRM for any size team is $75 per user/per month, billed annually
  • Enterprise plan offering deeply customizable sales CRM for your business is $150 per user/per month, billed annually

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How do I query the picklist values of a field in Salesforce?

Picklist can be easily seen in Salesforce Lightning mode by using the UI: 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 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.

How do I use 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.

Why can't I see a picklist value in Salesforce?

1 Answer. Go to the Record Type settings for the standard and custom objects. Click on the record type and you'll see the "Picklists Available for Editing" section. From there you should be able to add the new picklist values.

How do I edit a field in picklist?

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 query a picklist field in SOQL?

Fetch picklist values through SOQL query in Salesforcesf = Salesforce(instance_url='https://test.salesforce.com', session_id='')sf1 = Salesforce(connection parameters)sf3 = sf1.query("SELECT Color__c FROM Contact")

How do I select a picklist value?

Custom PicklistsIn Setup, click the Object Manager tab, and then select the object to contain the picklist field.Click Fields & Relationships.Click New. ... Enter a Label for the picklist field. ... Select Enter values, with each value separated by a new line.Enter your values.More items...

How do I edit 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.

How do I get dependent picklist values in Salesforce?

According to Salesforce Help: “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 change a picklist value in Salesforce?

Replace Picklist ValuesIf necessary, create the replacement value in the picklist edit page. ... Navigate to the picklist. ... Start the picklist value replace process. ... Enter the value to change, and select a new replacement value.More items...

How do I get active picklist values in Apex?

To fetch the picklist values in Apex dynamically, we need to make an extra call to getGlobalDescribe() to get the Schema. SObjectType of that particular object. Then, we can use it to fetch the DescribeSobjectResult. Once we get the DescribeSobjectResult, we need to call fields.

How do I use Ispickval in Salesforce?

You can combine ISPICKVAL() with PRIORVALUE(). You can use this function in assignment rules, validation rules, field updates, and workflow rules to find the previous value of a field. For example, this validation rule prevents a user from changing a case's Type from a previously selected value back to blank.

Formula fields cannot set the value of other fields

You didn't specify where this formula was being used so, just to cover all the bases, if you're trying to make this a formula field, that is not the correct approach.

The way I'd recommend

Using IF () is fine, but can become very hard to read beyond 2-3 nested levels of it.

The first place you should check when having formula trouble

Aside from it being a pain to navigate in chrome-like browsers, the documentation on Formula Operatiors and Functions is pretty good about telling you how to use the different functions.

Description

Determines if expressions are true or false. Returns a given value if true and another value if false.

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