Book Image

Salesforce CRM - The Definitive Admin Handbook

By : Paul Goodey GP, Paul Goodey
Book Image

Salesforce CRM - The Definitive Admin Handbook

By: Paul Goodey GP, Paul Goodey

Overview of this book

Table of Contents (18 chapters)
Salesforce CRM – The Definitive Admin Handbook Third Edition
Credits
About the Author
Acknowledgments
About the Reviewers
www.PacktPub.com
Preface
Index

Dependent picklists


Dependent picklists are picklists (including multiselect picklists) in which the values available in the picklist depend on the value of another field, which is called the controlling field.

Note

Controlling fields can be any picklist or checkbox field within the same record

Controlling fields that are picklists are fields with at least one or fewer than 300 values. These are used to help with efficient, accurate data entry and help to achieve consistent data.

  • To define a dependent picklist, navigate to the field's area of the appropriate object.

  • For standard objects, this is carried out by navigating to Setup | Customize | (select the appropriate standard object) | Fields. Then, click on Field Dependencies.

  • For custom objects, navigate to Setup | Create | Objects | (select the appropriate custom object). Then, click on Field Dependencies.

Now, click on New, choose a controlling field and dependent field, and then click on Continue.

Use the field-dependency matrix to specify...