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주제#Dependent Picklists With More Than One Field Controlling

#Dependent Picklists With More Than One Field Controlling토론 중인 항목 0개

Hi all, I need to make a controlled picklist field dependent from two ore more picklist fields. Is it possible? Is there a workaround? Thank you Silvia
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Jennifer Borkovich (White Cap Lead Solution Architect) 님이 #Sales Cloud에 질문했습니다
2023년 11월 22일 오후 5:39
Multi-Level Dependent Picklists

We have a client with a set of dependent picklists that is 6 levels. So first choice is Level 1 down to Level 6 choice. 

 

The issue is that the values presented for Level 4 are dependent not only on the Level 3 choice, but the Level 2 choice as well. So the combination of 2 and 3 is really the controller. Any way to set that up in Salesforce?

 

#Sales Cloud #Dependent Picklist Relationships #Dependent Picklists With More Than One Field Controlling

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  1. Steve Molis (You Owe Me a Beer, Inc.)
    2023년 11월 22일 오후 6:16

    I'm having a hard time wrapping my head around this.  Exactly how many dependedent fields do you have?  Can you list each one of them, from the Top Controlling Field, down to the next Controlled Field, down to the bottom? 

     

    Also, can you post a screenshot of the Field Dependency Value Mappings for each one? 

     

    A Controlled Field can only have 1 Controlling field, if you need more then that you're looking at Custom Code or (maybe) a Screen Flow 

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Alok Bhardwaj 님이 #Leads에 질문했습니다
2021년 9월 23일 오후 1:20
Field value auto selected based on controlling field

We want to add in a field which groups the Lead Source into different categories for example Inbound, Digital Marketing, Partner, Events & Exhibitions. 

 

I have created a dependent field which when a particular lead source value is chosen should automatically chosen the category.  There should only ever be one option, so how do I remove "None" in the drop down when it is not a value created to select from.  Is there a better way to organise this?

#Lead Management #Controllingpicklist #Dependent Picklists With More Than One Field Controlling #leads

Field value auto selected based on controlling field

 

Screenshot 2021-09-23 141812.png

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  1. Steve Molis (You Owe Me a Beer, Inc.)
    2021년 9월 23일 오후 2:45

    Your basic Formula Field would be

     

    Datatype = Formula

    Result = Text 

    Formula =

    CASE( LeadSource ,
    'Direct Traffic','Inbound',
    'Organic Search','Inbound',
    'Organic Social','Inbound',
    'Cold Call','Inside Sales Generated',
    'Sales Navigator InMails','Inside Sales Generated',
    'Referral','Partner',
    'Customer Referral','Partner',
    'Marketing Event','Events & Exhibitions',
    'Webinar','Events & Exhibitions',
    'Marketing Campaign','Digital Marketing',
    'Google PPC','Digital Marketing',
    'LinkedIn','Digital Marketing',
    'Email Marketing','Digital Marketing',
    'Demo Request','Digital Marketing',
    'StraightIn','Digital Marketing',
    NULL)
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