how to use pick list in salesforce

• 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 on its own line: East Asia Oceania Southeast Asia Africa Europe Middle East UK + Ireland Mexico Caribbean Central America South America Midwest ...

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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.

What is list class in Salesforce?

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How to create a related list in Salesforce?

You will want add a custom field to Related Object - B that has a lookup relationship to Primary Object - A. Then it will be available. If Related Object - B does not exist, you will want to create the custom, and then setup the lookup relationship.

How to create lookup relationship in Salesforce?

How to create lookup relationship in salesforce?

• Step 2. : -Selecting Related to Object. Now select Child object in step 2. ...
• Step 4. :- Establishing Field Level Security for reference field. Make sure the Field level Security is visible for all profiles.
• Step 5 :-. Select the Page layout for child object field. Click on Next button.
• Step 6 :- Adding custom related lists. Click on Save button as shown above. ...

How do I create a pick list 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.

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 use multi select picklist in Formula 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 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.

What is dynamic pick list?

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).

What is picklist value in Salesforce?

When you create a picklist value, an API Name that matches the Label is assigned. By default, the API Name can be changed at any time, but you can choose to protect the API Name. You can arrange picklist values in a specific order or sort them alphabetically.

Can we use multiselect picklist in formula field?

Multi-select picklist fields can only be used in these functions: CONTAINS (in Process Builder in which the criteria for executing actions is set to Conditions are met) INCLUDES. ISBLANK.

How do you use a picklist in a formula field?

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.

How do you assign a picklist value in a formula field?

Use Picklist Fields in Formulas First, create a custom text field Reason for Escalating on the Case object. In Setup, use the quick find box to find the Object Manager. Click Case | Fields & Relationships and click New. Select Text Area and click Next.

What is a salesforce picklist?

Picklists are used in Salesforce to capture static data and define a list wherein users can select via accessing a drop-down menu. Picklists can be either global or custom in nature.

How do I change a picklist to a lookup field in Salesforce?

You can't covert directly from Picklist to lookup field out of the box. You need to create a different lookup field and if you are thinking of translating the picklist data to lookup then you have to write some custom code to handle it.

How do I display a picklist in a VF page?

We can display custom picklist using 'selectList' tag in visualforce. We can display values or options for custom picklist using 'selectOption' or 'selectOptions' tag.

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.

What is an index field in Salesforce?

What makes a good index candidate is pretty advanced. Salesforce automatically analyzes performance and periodically assigns fields to be indexed.

Can you change the picklist field type?

With all the options for picklist fields, rest assured you can change the field type when necessary. For example, if you have a custom picklist field and decide you want to make it a multi-select picklist, you can do that.

Can you use multi select picklists as dependent?

Multi-select picklist fields can be dependent, but not controlling fields. You can set default values for controlling fields but not for dependent picklists. If your org uses record types, choose a record type to test how it affects your controlling and dependent picklist values.

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.