6 个回答
Renee,
In general if the values of a selection are already represented by records (in this case, users) in Salesforce, a lookup is preferred to create the reference to the other record. It creates more context and enables additional data to be retrieved through the reference to another record. (See pros)Picklist Pros:
- Ease of use
- Simple way to limit the choices
- Can visually see your choices when making your selection (don't have to search)
- Easier to create a report filter
- If you will update via data loader, you can simply use the text values
Picklist Cons:
- Will have to manually manage/update adding new values and removing old values
- See lookup pros
User lookup Pros:
- As new users get added, you will not have to do anything to ensure they are able to be selected (with picklist you will have to update values)
- You are able to create cross object formula fields which will allow you to pull in and display any info on the user record
- Easily navigate to the user record by clicking the link
- You can display a related list on the record of the lookup that shows the one to many relationship and can reference all the records that the current record is referenced.
User lookup Cons:
- You aren't able to easily see a list of users, only recently searched users
- You have to create a filter in order to limit which users can be selected (may consider this as neutral). Slight training requirement. If a lookup filter is created, you simply can't find a record if it doesn't meet the criteria.
- If you are using the data loader you will have to use the IDs for the lookup records.
- For a report filter, you will have to type in the user instead of selecting it from a list.
I'm sure other people can add more.
