How to add dropdown value in salesforce

image

Select the cell or cells where you want to add a dropdown list. From the Data menu, select Data Validation. Or, right-click to open the cell menu, and select Data Validation.

Setup – Customize – Fields – Click on the Location Field, scroll down to picklist values and click on New to add new values and if you want to edit the existing options click on edit next to the option name and change the value.

Full
Answer

What is drop down list in Salesforce?

Drop-Down Lists If the drop-down list is a picklistfield—that is, a field in a Salesforce object—follow the guidelines for field names. If the drop-down list isn’t a field in an object but simply a user interface widget, don’t use any special font when referring to it.

How do I create a dropdown list in Excel?

Select the cell or cells where you want to add a dropdown list. From the Data menu, select Data Validation. Or, right-click to open the cell menu, and select Data Validation. From the Type dropdown, choose Select from List. Define the criteria for the dropdown. Click Apply. A dropdown arrow appears in each cell.

How to get values for custom fields created in Salesforce?

Different scenarios includes like passing picklist options from apex controller or using describe to get values for custom fields (picklist) created in salesforce. If the picklist label (displayed on UI) and values are similar then you can create an attribute of type “List” and use “aura:iteration” to create picklist options dynamically on UI.

How to identify which dropdown value was changed by a user?

Suppose user change the dropdown, value then by using event methods you can identify which dropdown value was changed by user along with its value. You can get any attribute value of component through which user interacted on UI. for example event.getSource ().get (“v.name”) will return “cStat” which is name attribute in lightning select.

image


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…


How do I add a drop-down list in Salesforce?

Go to Setup (at the top of the page). On the left hand tool menu, under App Setup, click Customize, then Contacts, then Fields. Then you will see a list of the standard fields and below it a list of custom fields. The drop down menus in Salesforce are called “picklists”.


What is a picklist value in Salesforce?

Picklists are fields associated with individual objects. You set and manage picklists in the same place you add or manage other fields: an object’s Fields & Relationships page. When you created your picklist in the last unit, you set its initial values. Let’s go back and look at a Fields & Relationships page.


How do I assign a picklist value in Apex?

Lightning Experience instructions:Select the Gear icon | Setup.Click Object Manager.Select the Object that contains the picklist.Select Fields and Relationships.Select the picklist field you wish to change.Click Edit for the picklist value that is set as the Default.Deselect the ‘Default’ checkbox. … Click Save.


How do you set a picklist value in lightning component?

RelatedLightning Component Huge Picklist values error.Add Selected Picklist value to List – Lightning Component.get values in lightning:input with $A.createComponents.Pass aura:attribute type=”String[]” from component in one flow screen to the next, but.Dynamic Multiselect picklist value on Aura Component.


What is drop down list in Salesforce?

If the drop-down list is a picklist field—that is, a field in a Salesforce object—follow the guidelines for field names. If the drop-down list isn’t a field in an object but simply a user interface widget, don’t use any special font when referring to it.


How do I add picklist values to change a set?

Add the Record Type under the Change Set Components if necessary. Click on View/Add Dependencies. Select the required dependencies, including the picklist fields. Click Add to Change Set.


How do I set a default picklist value in Salesforce?

To do this, click on a picklist field and click edit on the values assigned to the picklist. Click edit on value and you will see the default option. Now we can edit any existing picklists or create new ones and set the default value. Hope this helps on your salesforce journey!


How do you update a picklist value in Salesforce with data loader?

Update ‘multi-select’ picklist field values with Data LoaderPrepare your data in Excel.Replace the (;) from the multi select fields with a different symbol (make sure that this symbol is not used in the text e.g.#)convert the Excel sheet into CSV delimited.Open the sheet in Notepad, replace all Semicolons with commas.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…


How do I query a picklist field in SOQL?

Fetch picklist values through SOQL query in Salesforcesf = Salesforce(instance_url=’https://test.salesforce.com’, session_id=”)sf1 = Salesforce(connection parameters)sf3 = sf1.query(“SELECT Color__c FROM Contact”)


How do I use Ispickval in Salesforce?

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. For example, this validation rule prevents a user from changing a case’s Type from a previously selected value back to blank.


Task Type is a Popular Classic Feature that can be Recreated in a Lightning Task Layout

There are two kinds of Tasks: Open and Closed. They both configured using the same User Interface layout tools in Salesforce but appear in two different places in the Task Layout when implemented. Open Tasks appear in Open Activities in Classic and Upcoming and Overdue Activities in Lightning.


About Match My Email

If you would like to make your Salesforce deployment even better, take a look at how automated email integration can increase productivity and user satisfaction. Match My Email, the leading automated syncing app for Salesforce, fixes the flaws in other email syncing tools and fills in their functionality gaps.


Monday, December 24, 2018

Through this blog, I am going explain different syntax which can be used to create drop down (picklist) in lightning along with setting their their default values and fetching the user selected values in controller.js functions.


How to set or get picklist (drop down) values in Lightning Components

Through this blog, I am going explain different syntax which can be used to create drop down (picklist) in lightning along with setting their their default values and fetching the user selected values in controller.js functions.


How to access this feature?

To access this functionality, all you need to do is to pass these- All the Options from your picklist, Value, and finally ‘Label’ of the selected value.


Why do we need this functionality?

You need to have a Generic custom dropdown component with search functionality as we do not have search functionality in the standard picklist.


Code

To have this feature in Lighting Component all you need to do is to create a Lightning Web Component named as “reusableCustomDropdownWithSearchLwc”.


How to use

To use this feature, we need to invoke the above component as below in the lightning app.


Conclusion

This smart solution allows you to easily access and find the value you are looking for from the list. Try this out for your business and see how it helps. Don’t forget to share your experiences with us.

image

Leave a Comment