Slaesforce FAQ

how to populate a multi-select field salesforce

by Phyllis Littel Published 2 years ago Updated 2 years ago
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In order to draw the Salesforce Multi Picklist items to your form you need to map it to a Dropdown element. Before mapping you will need to remove all of the dropdown items in the form builder, so you can populate only the items from your Salesforce picklist. In addition, you will need to change the dropdown into a Multiple dropdown.

Full Answer

How to give formula values with multi-select picklist in Excel?

2 Giving formula values with multi-select picklist 1 Multi-select picklist to give additional value 3 get selected values of Picklist (Multi-Select) as list of string 1 Populate a field with values that were selected in a multi-select picklist 0 Changing Semicolon from Multi-Select Picklist values to a Comma 0

Is it possible to pre-populate a picklist field with formula?

Picklist fields are only supported in certain functions OR you can have formula something like... then use this field (Formula__Field__c) output value in pre-populating the value on click of a button. Error: Field Product_Type__c is a picklist field. Picklist fields are only supported in certain functions

How to update a contact object formula field based on picklist values?

To update a contact object formula fieldbased on the values from the account object multi-select picklist. In contact formula field write down as

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What is a multi-select picklist?

Many spreadsheet and database tools/platforms allow you to configure restrictions for what types of data you can include in each cell or field. For example, when you are typing in an address, you might be accustomed to a dropdown menu that lists abbreviations for every state (apologies for the US-centric example).

Dealing with data in Spreadsheets

I like to say that spreadsheets are the building blocks of databases – Salesforce and basically every other one out there. Run a report? Spreadsheet. Need to upload data? Spreadsheet. Etc etc etc. And when I am helping someone move data into Salesforce for the very first time, well, there’s a lot of spreadsheet data cleaning that has to happen.

Introducing Google Scripts

Most of the common explanations for Google Scripts made my eyes glaze over. So let me explain the best way I know how… with examples! Google Scripting is a feature that lets you use code to create formulas that Google Sheets doesn’t automatically have. I think it can also do other things, but I haven’t needed those things (yet).

Code

My solution borrows extensively from the good folks at Spreadsheet Point.

Steps

Create your spreadsheet in Google Sheets with appropriate columns that map to your fields of interest in Salesforce

Limitations

This solution doesn’t let you select more than one option AT A TIME. You need to add one, then add another, etc. Each one that you add is appended with a semicolon delimiter.

Back to YOU!

Thanks for getting this far in a technical blog post! If you are a Salesforce admin dealing with multi-select picklists, I’d love to hear from you. How do you handle exporting and importing data? Do you have access to Google Sheets at your org? Do you want to (or have you already) tried this solution? Please don’t be shy about writing back.

How to map the Salesforce Multi-select Picklist Field to Form Field

The salesforce multi-select picklist is a bit different from picklist field. The salesforce picklist field is used to choose a single choice from a list of defined values, whereas the multi-select picklist field is used to select more than one picklist values from a list of defined choices.

Salesforce experience: Show Item Number in Repeated Section

Today's post is about repeated section. As you can insert many items in the section, it sometimes confuses the form filler. It may result in losing the track which results in errors and mistakes.

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WordPress is an open source Content Management System, used to build blogs and sites. A large number of sites on the Internet are built with WordPress. With that in mind, adding a CRM to WordPress results in increased productivity. Here you can read the full article about integrating WordPress with Salesforce system .

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Imagine. Your business is a startup. You need everything, from building things to manage them properly. You need people, technical people, and their data as well. Also, you need customers. Before you think about these facts, you need a system, a system that can handle things properly, automatically and seamlessly, on the go.

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What Is A Multi-Select picklist?

Dealing with Data in Spreadsheets

  • I like to say that spreadsheets are the building blocks of databases – Salesforce and basically every other one out there. Run a report? Spreadsheet. Need to upload data? Spreadsheet. Etc etc etc. And when I am helping someone move data into Salesforce for the very first time, well, there’s a lot of spreadsheet data cleaning that has to happen. In one recent example, I combined contac…
See more on thedataarealright.blog

Introducing Google Scripts

  • Most of the common explanations for Google Scripts made my eyes glaze over. So let me explain the best way I know how… with examples! Google Scripting is a feature that lets you use code to create formulas that Google Sheets doesn’t automatically have. I think it can also do other things, but I haven’t needed those things (yet). Luckily for us, Google Sheets already has a LOT of formu…
See more on thedataarealright.blog

Code

  • My solution borrows extensively from the good folks at Spreadsheet Point. When you use this code, be sure to update the columns and the name of the Active Sheet (line 6 below)
See more on thedataarealright.blog

Steps

  1. Create your spreadsheet in Google Sheets with appropriate columns that map to your fields of interest in Salesforce
  2. Use Data Validation feature in Google Sheets to restrict data entry to values (directions included here). For available values, copy the list of picklist or global picklist values from Salesforce....
  1. Create your spreadsheet in Google Sheets with appropriate columns that map to your fields of interest in Salesforce
  2. Use Data Validation feature in Google Sheets to restrict data entry to values (directions included here). For available values, copy the list of picklist or global picklist values from Salesforce....
  3. Follow directions hereto paste and publish code in your Sheet’s script editor. (Code is pasted below). Make sure to update column numbers and tab name!
  4. You will now have the ability to override any dropdown menu with more than one selection!

Limitations

  1. This solution doesn’t let you select more than one option AT A TIME. You need to add one, then add another, etc. Each one that you add is appended with a semicolon delimiter.
  2. The solution doesn’t handle “removing” a value… it only adds. To remove one, you need to clear out the cell and add additional values back one at a time.
  3. The multi-select result violates the data validation rules, which means that Google Sheets sh…
  1. This solution doesn’t let you select more than one option AT A TIME. You need to add one, then add another, etc. Each one that you add is appended with a semicolon delimiter.
  2. The solution doesn’t handle “removing” a value… it only adds. To remove one, you need to clear out the cell and add additional values back one at a time.
  3. The multi-select result violates the data validation rules, which means that Google Sheets shows a little red triangle in the top corner of each cell.

Back to You!

  • Thanks for getting this far in a technical blog post! If you are a Salesforce admin dealing with multi-select picklists, I’d love to hear from you. How do you handle exporting and importing data? Do you have access to Google Sheets at your org? Do you want to (or have you already) tried this solution? Please don’t be shy about writing back. Your comments *absolutely* make my day!
See more on thedataarealright.blog

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