Slaesforce FAQ

how to upsert into a picklist field in salesforce dbamp

by Elmore Yundt DVM Published 2 years ago Updated 1 year ago
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Click into the picklist/multi-select picklist field in question and select the “New” button to begin adding a new value (s). Enter each value on a separate line. If you are using multiple Record Types on your object, select the Record Type where the new value (s) should display, and click the “Save” button.

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 to query big objects with dbamp in Salesforce?

DBAmp does notsupport inserting or updating big objects. SOQL with Big Objects Salesforce allows only indexed fieldson the big object to be queried. Below are examples to query big objects with DBAmp: This query will return all the indexed fields in the Customer_Interaction__b big object: select * from SALESFORCE...Customer_interaction__b

What is multi-select picklist in Salesforce?

For multi-select picklist, users can select up to 100 vales at the time on a record. Picklist have Controlling and Dependent picklist. Picklist vales does no have any other associated data. Values are captured in Web-to-lead submissions where Web-to-lead do not support custom relationship fields.

How to create a new field dependency in Salesforce?

Create Field Dependencies 1 While still viewing the Account object in the Object Manager, select Fields & Relationships. 2 Click Field Dependencies. 3 Click New. 4 Select Region as the Controlling Field. 5 Select Zone as the Dependent Field. 6 Click Continue. 7 Select the appropriate zones in each column by double-clicking them. ... More items...

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How do I control a 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 create a dynamic picklist in Salesforce?

Set Up a New Dynamic PicklistAdd a Drop-Down Menu field to your form.Click on the field and choose Choices.Click Salesforce Dynamic Picklist.Select your existing authorization or connect to a new account. ... Click Next.Select your Choices source by clicking on the Get choices from the dropdown box.

How do you update a picklist value in Salesforce dynamically?

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 reference a picklist field in Salesforce?

Use Picklist Fields in FormulasIn Setup, use the quick find box to find the Object Manager.Click Case | Fields & Relationships and click New.Select Text Area and click Next.In Field Label, enter Reason for Escalating. Field Name populates automatically.Click Next.Click Next again and then click Save.

What is a dynamic picklist?

The dynamic picklist allows users to update the joined field. Dynamic Pick Lists are exposed in the user interface using Pick applets. Pick applets allow users to select a value from a list, and have the selection entered into controls or list column cells (Figure 76).

How do I get global picklist values in Apex?

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 switch from picklist to global picklist?

Go to the fields area of the object you want to create a picklist field for. In the Custom Fields related list, click Edit. Click Promote to Global Value Set. Enter a label for the global value set.

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 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 get the picklist value in a formula field in Salesforce?

To get The Selected Value from Picklist you can try TEXT(Picklist Field Name). It will return the Selected Picklist Value.

How do I use multi select picklist in formula field salesforce?

Create a formula that shows the value of a multi-select picklist from a parent to a child objectGo to the object where you want to create the field. ... Click New.Select Formula for the Data Type.Name the field and select Text for the Formula Return Type.Click Next.Enter your formula syntax.

How do I get the picklist value in flow in Salesforce?

Using Record-Triggered Flow to Save the Picklist Choice Value1- Create a text field to save the selected choice's value. ... 2- Create a record-triggered flow, select your object, and configure the flow to run on create and update. ... 3- Add a decision to check if the Model_Code__c has changed or if it is a new record.More items...•

Why use sort column in Salesforce?

In addition, the sort column can be used to reduce locking issues on salesforce. Salesforce recommends ordering a detail load table by the master record id to improve locking (See

How to refer to a Salesforce object in SQL?

To refer to a salesforce.com object in a SQL statement, use the four part object name containing the name of the linked server and the object name separated by three periods. For example, to select all rows and columns of the Contact object:

How many views does DBAmp have?

DBAmp provides five system views that can be used to view object, field, relationship, and user entity access metadata of a Salesforce Org. The DBAmp stored procedure, SF_CreateSysViews, creates five views to view this data. The views are created by supplying the DBAmp linked server name to SF_CreateSysViews:

What command does DBAmp use?

The DBAmp stored procedure use the xp_cmdshell command. If you are not an SQL Server administrator, you must have the proper permission to use this command. See the SQL Server documentation under the topic xp_cmdshell for more information. To quickly test, run the following sql in Query Analyzer:

What is a DBAmp work directory?

The DBAmp Work Directory holds the work files produced by the Replicate stored procedures when using the BulkApi or PKChunk options. The Work Directory must be setup before running the Replicate stored procedures when using the BulkAPI or PKChunk options.

What is SF_TableLoader stored procedure?

The sf_TableLoader stored procedure takes advantage of the ability to batch together requests to the salesforce.com api.

How does SF_Mirror keep tables up to date?

Once SF_Mirror has created an initial set of local, mirrored tables, subsequent calls to SF_Mirror will automatically keep those tables up-to-date by downloading inserted, updated and deleted rows since the last run of SF_Mirror.

What is a picklist in salesforce?

In salesforce also the description is same Picklist allows to contain multiple values and pick One among them or Multiple among them. Picklist Characteristics. Picklist values are Static and can not defined dynamically. Picklist values are maintained by Administrator. Picklist values are displayed as drop down ...

How many characters can be in a picklist?

Custom Picklist can have 1,000 entries and 255 characters per entry. Custom multi-select picklist can have up to 150 values and 40 characters per value. For multi-select picklist, users can select up to 100 vales at the time on a record.

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 change the name of a field in Salesforce?

Some out-of-the-box Salesforce picklist fields do not allow administrators to change the API Name; however, you can change the field label using “Rename Tabs and Labels” from the Setup Menu. For example, the “Stage” field on the Opportunity object cannot be modified in terms of an API Name; but can be relabeled to a different display name ...

Can you modify a picklist in Salesforce?

If you have been using Salesforce for a while , you probably have been faced with the need to modify Salesforce picklist values in your environment. While this may seem like a simple task, if not thought out properly, modifying Salesforce picklist values can lead to various complications down the road ranging from reporting challenges ...

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