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New Apex Method | Extracting Picklist Values Based on Record Type Inside Apex

 

 

In this video, I will dive deep into the new Apex methods that allow Technical Architects and Developers to retrieve filtered picklist data directly within their code. I will compare the "old way" (UI API/Schema methods) vs. the "new native way" to show you how much cleaner and more efficient your Apex triggers and controllers will become. 

 

Watch it

here

 

@The Blog Group @* Release Readiness Trailblazers *

 

New Apex Method | Extracting Picklist Values Based on Record Type Inside Apex In this video, I will dive deep into the new Apex methods that allow Technical Architects and Developers to retrieve filte

 

 

 

#Salesforce Developer  #Salesforce Admin  #Multi-picklist Field  #Apex  #New Releases  #Release Readiness

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Hi Trailblazer Community,

 

I'm getting this error when converting a lead with Lead Record Type: Roofing.

 

"The lead conversion failed because the value for the field Roofing_Job_Type__c is invalid. The value comes from the lead field that's mapped to the field Roofing_Job_Type__c. Ask your admin to check the field mappings."

 

Roofing Job Type is a custom picklist field that has long been mapped to the opportunity field. Until recently, when adding new values to the picklist it has now prompted this error message.

 

I queried this error on Google and Trailblazer Community and found this article: https://help.salesforce.com/articleView?id=000317614&language=en_US&type=1&mode=1

 

I followed all the steps necessary. Making sure that the opportunity custom field is mapped accordingly and that the picklist values for lead and opportunity are identical. What else can I do? it still is showing the error.

 

I also made sure both are only shown on Roofing lead record type. I know the picklist values that work and that don't... should I delete the values and retry again?
9 réponses
  1. 19 févr. 2025, 23:19

    For me this case is even more weird there is a  multi select picklist list field called " Brand__c" in account layout however this field doesn't even exist in opportunity/lead/contact object and i am still getting an error saying "The lead conversion failed because the value for the field Brand__c is invalid. The value comes from the lead field that's mapped to the field Brand__c. Ask your admin to check the field mappings." I checked the mappings and there is no such field mapping that can be found in the lead mapping. What could be the issue please help. #Trailhead Challenges#leadconversion #Convert Lead #Flow #Custom Buttons #Multi-picklist Field #TrailblazerCommunity

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Ceci Sørensen a posé une question dans #Formulas

Hi all, is it possible to do this" I have a multi select picklist called OTHER_Features__c with a value called BODY when/if this is selected an error message should pop up and say "please select body organ". The organ field is a picklist value. Is this possible? #Formulas #Multi-picklist Field #Validation Rule

4 réponses
  1. 29 janv. 2024, 07:54

    Hi ,

     

    AND(

    INCLUDES(OTHER_Features__c,"BODY"),

    ISBLANK(TEXT(BODYs__c))

    )

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I am trying to build a process that will automatically add a picklist value from a multi-picklist field if certain other fields have data.  So if field A is not blank, add XYZ to the multi picklist in field B.  I got it to where it will change the value to XYZ, but not keep the other values already list.  I need to it to keep the values already there, and just add XYZ.  Any help is appreciated. #Multi-picklist Field ##Process Builder

2 réponses
  1. 15 oct. 2021, 14:40

    Hi Cindy,

     

    MS Picklists are a real pain to work with...

    I've used a workaround before with a little help from @Steve Molis:

    Create a Long Text Area field on the object (doesn't need to be on the page layout)

    In the process builder, keep your criteria.

    Add a record update for the record that triggered the process and select:

    Field: Long Text Area Field

    Type: Field Reference

    Value: [Object__c].MS_Picklist__c

     

    Add a second record update  for the record that triggered the process and select:

    Field: MS Picklist

    Type: Formula

    Value: [Object__c].LongTextArea__c+";X;Y;Z"

     

    Save and activate

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Hi!

Has anyone worked using multi-select picklist on search pages?

Basically I have a "type" and a "sub-type" fields in a Case and the Customer requested  me to use these fields to do searches in Cases.

The limitation is that it must be all declarative or "out of the box" features (not custom development).

 

Thanks and regards,

3 commentaires
  1. 30 juin 2017, 20:56

    Hi Fernando,

    When you say distributed in 3 level, do you mean across 3 fields and all the 3 fields are MSP Fields?

    What are the number of values n each of the MSP field?

    Anyway if you had few values and in order to search for a MSP fields this is what you have to do

    Create a Custom Long Text field and using a workflow or process builder update the custom field with the values from the MSP field.

    This is how the workflow configuration will look like

    Create a custom long text field on the object

    create a workflow rule on the object

    evaluation criteria: created and everytime its edited

    rule crtieria: formula evaluates to true and the formula is

    NOT(ISBLANK(MSP_Field__c))

    use the insert field button to select the field API Name of the MSP field

    Immediate Action: Field Update

    Field to Update: Long Text field

    use formula to set the new value and the formula is

    IF(INCLUDES(MSP_Field__c, 'Value1'), 'Value1', NULL) + ' ' +

    IF(INCLUDES(MSP_Field__c, 'Value2'), 'Value2', NULL) + ' ' +

    IF(INCLUDES(MSP_Field__c, 'Value3'), 'Value3', NULL) + ' ' +

    IF(INCLUDES(MSP_Field__c, 'Value4'), 'Value4', NULL) + ' ' +

    and so on

    IF(INCLUDES(MSP_Field__c, 'Value25'), 'Value25', NULL)

    Save,Done and Activate the Workflow rule

    In Salesforce all Text fields are included in the search

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How do you recommend to do a Multi-Classification being searchable? (it must be declarative standard or out of the box). I have 250 values distributed in 3 level.

1 commentaire
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Hi!

Has anyone worked using multi-select picklist on search pages?

Basically I have a "type" and a "sub-type" fields in a Case and the Customer requested  me to use these fields to do searches in Cases.

The limitation is that it must be all declarative or "out of the box" features (not custom development).

 

Thanks and regards,

2 commentaires
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How do you recommend to do a Multi-Classification being searchable? (it must be declarative standard or out of the box). I have 250 values distributed in 3 level.

1 commentaire
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Hola!,

Por favor necesito vuestra ayuda porque debo clasificar casos en 250 categorías distribuidas en 3 niveles. ¿Qué me recomiendan utilizar para dicha clasificación que posteriormente me permita buscar dichos casos por categoría? (el cliente quiere una solución 100% declarativa standard).

12 commentaires
  1. 29 juin 2017, 10:58

    Crea los 3 pick lists as defined above, and another field que es de texto pero con FLS de solo lectura y escondido en los page layouts (nota, esto no puede ser un campo formula por que necesitamos que el valor sea guardado). Despues creas un Workflow Field Update o un Lightning Process que cuando el caso es saved guarde este valor en el campo:

    ValorPicklist1 & " - " & ValorPicklist2 & " - " & ValorPicklist3

    Una vez este valor este guardado los usuarios podrán buscar los casos con búsqueda normal de texto.

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hola!,

alguien ha trabajado usando multi-select picklist en paginas de search?

Básicamente tenemos un campo type y sub-type en Case. Nos piden usar estos campos para hacer busquedas en Cases, la limitación es que debe ser todo declarativo , no custom development.

 

thx!

3 commentaires
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