how to set up state pick list in salesforce

Create state picklists for each country with state options in Salesforce

• In your HubSpot account, navigate to Settings > Properties > Contacts
• Create a drop-down select field for each country with values for states. To find which countries have associated states,...
• To find which countries have associated states, navigate to Salesforce > Setup > State and...

Full Answer

How do I set up picklists in Salesforce?

On the State and Country Picklists setup page, click Enable to turn on the picklists. Take care about this change because the values that you will be able to set on those fields should be part of the list.

How to enable state and country/territory picklists in Salesforce?

Enable State and Country/Territory Picklists. 1 1. Configure state and country/territory picklists. By default, Salesforce has prepared a whole list of countries for you. You can also set the ... 2 2. Scan your org for state and country/territory data. 3 3. Map and convert your data.

How to manage countries and States in Salesforce standard fields?

Since Winter 14 you have this feature on Salesforce. For standard fields type address now you can have a predefined and managed list of countries and states. You only have to activate it. From Setup, click Data Management | State and Country Picklists. On the State and Country Picklists setup page, click Enable to turn on the picklists.

What are picklists and field dependencies in Salesforce?

To accomplish what they want, you set up picklists and field dependencies. Picklists offer a selection of options available for specific fields in a Salesforce object, such as a list of regions.

What is the use of State and country territory picklist in Salesforce?

State and country/territory picklists offer faster and easier data entry. They help to ensure cleaner data that can be harnessed for other uses—in reports and dashboards, for example. They protect data integrity by preventing typos, alternate spellings, and junk data—even in records updated through the API.

How do I add a State in Salesforce?

To add or edit a state or province, navigate to its detail page through the detail page of its associated country.From Setup, enter State in the Quick Find box, then select State and Country/Territory Picklists.Click Configure States, Countries, and Territories.To add a country, click New Country/Territory.More items...

How do I query State and country territory picklist in Salesforce?

Access the state and country picklist through ApexFor Lightning UI : "Setup | Data | State and Country/Territory Picklists | Complete all the steps"For Classic: "Setup | Data Management | State and Country/Territory Picklists | Complete all the steps "More items...

How do I create a dependent picklist 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...

What is a State in Salesforce?

View state holds the state/size of the visual force page that includes the components, field values, and controller state. This is important in the light that salesforce provides only a standard size of 135kb for any individual page.

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...

How do I download State country picklist in Salesforce?

Classic: right click in your browser and select 'View Page Source'. Lighting: right click in your browser and select 'View Frame Source. '...To retrieve the metadata of State and Country picklist valuesNavigate to: ... Click Configure states and countries.In the configuration page:

How do I add a country field in Salesforce?

On the State and Country/Territory Picklists setup page, click Enable Picklists for Address Fields to turn on the picklists. You can also enable state and country/territory picklists when you finish converting existing, text-based data to picklist values. See Convert State and Country/Territory Data.

How do I add a region 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...

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 I use Ispickval in Salesforce?

ISPICKVAL(picklist_field, text_value) returns true if the value of picklist_field matches text_value, and false otherwise. 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.

How do I use dependent fields in Salesforce?

Field Dependencies in Salesforce are the filters that allow user to change the contents of a picklist based on the value of another field. Example :- Here there are two field called Country and State. We have to display all states that are related to Country Field. Like wise Districts that are related to States.

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.

Step 3. Create state picklists for each country with state options in Salesforce

As you've noticed, not every country has a set of states in Salesforce. But, for the countries that do have a state, we need to ensure the state data syncing through to Salesforce matches the picklist values available for states.

Step 5. Add State and Country Picklists to forms collecting location data in HubSpot

Now that you have your picklists ready for use, it's time to optimize your forms to collect this data for future submissions.