- From Setup, click Object Manager and select Lead.
- Select Fields & Relationships and click New.
- Select Picklist as the Data Type.
- Click Next and fill in the details.
- Enter Region for the Field Label.
- Select Use global picklist value set, then select Region from the picklist.
- For Description, enter: Customer’s geographical region—for sales operations use only.
- For Help Text, enter: In which region is the customer based?
- Click Next.
- Select the checkbox in the Read-Only column header.
- From 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.
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.
How do I create a picklist value set in Salesforce?
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. From Setup, click Object Manager and select Lead. Select Fields & Relationships and click New. Click Next and fill in the details.
How do I create a dependency between two picklists?
Create a dependency between these two picklists, so that when a Region is selected, only respective zones are available in the Zone field. While still viewing the Account object in the Object Manager, select Fields & Relationships. Click Field Dependencies.
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…
What is a dependent picklist in Salesforce?
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 create dependencies 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…
How do I use dependent fields in Salesforce?
Creating a field dependency fields – Go to setup menu and select the object you want to create field dependency. – Click on filed dependency button & select controlling and dependent fields. See the below screen for reference. Click on continue and select dependent fields under controlling fields.
How do I create a multi dependent picklist 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.Enter Close Reason as the Field Label.More items…
Can we create field dependency in Salesforce?
Login Salesforce to create Field Dependencies in Salesforce for pharma product. Go to Setup | Build | Create | Objects | Pharma Product | Custom Field and relationships | Field Dependency. Click on Field Dependencies as shown above.
How do I update 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 create a sub field in Salesforce?
Try It YourselfIn your Salesforce org, click. … Click the Object Manager tab. … From the Object Manager. … From the sidebar, click Fields & Relationships. … Click New to create a custom field. … Next, choose a data type.More items…
How do I add a picklist value in Salesforce?
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…
What are dependent fields?
A dependent field is a field which is populated by a database query which references the value of another field (which is known as the independent field) in the same Dynaform. Each time the value in the independent field changes, the database is automatically requeried to repopulate the dependent field.
How many dependent Picklists are there in Salesforce?
If a field is both a controlling field and dependent picklist, it can’t contain more than 300 values.
How do I create a picklist in Salesforce?
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…
Can a custom multi select picklist can be dependent picklist?
Multi-select picklists can be dependent picklists but not controlling fields. Custom picklist fields can be either controlling or dependent fields.
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.
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.
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