Salesforce: How to reference a picklist field value and not their API name

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  • Опубліковано 7 вер 2024
  • Today's video shows you how to reference a picklist value instead of their API name when creating reference formulas on other objects.
    1. Example of how the TEXT formula works
    2. Example of how to use the CASE formula

КОМЕНТАРІ • 17

  • @nabz32x
    @nabz32x Рік тому +1

    The Problem with this is of course the scaleability. But I think the reason why it is not possible dynamically is because you have to take into account, that picklist value sets can be translated, so the formula would need to show a different value based on the user who accesses its data if this feature would be added to Salesforce. Thanks for the video

    • @juliedemaree
      @juliedemaree  8 місяців тому

      Exactly right! For scalability you would likely use a flow to populate the picklist value on another object.

  • @sasidharreddy5008
    @sasidharreddy5008 2 роки тому +1

    Hey really thanks it helped me☺️ i also subscribed ur channel keep Posting lots of stuff regarding Salesforce

  • @sayanroychowdhury3325
    @sayanroychowdhury3325 7 місяців тому +1

    Will picklist value translations also reflect in the formula field correctly by this approach? Can you please show how to get translated picklist values in flow?

  • @snehalsharma2505
    @snehalsharma2505 2 роки тому

    This really help me dear ty so much

  • @gondalaprasad
    @gondalaprasad 2 роки тому

    Hi, Error: Field Reservation does not exist. Check spelling. Unable to see the availability field for referring the same in other object. Unable to solve this, kindly help. Thanks in advance.

  • @MrMtzr
    @MrMtzr 2 роки тому

    Is there no way to do this dynamically?
    I get the feeling this doesn't scale well when picklist are expanded upon and end up having 20+ values (or more).

    • @juliedemaree
      @juliedemaree  8 місяців тому

      Sorry, it's just a quick workaround, the only other way would be a flow.

  • @ssor8365
    @ssor8365 11 місяців тому

    Nice, I got 1500 Picklist values, what to do Julie Demaree?

    • @juliedemaree
      @juliedemaree  8 місяців тому +1

      I would use a flow instead. A formula field would likely hit a character limit and not be worth your time. However, I would question why you have 1500 picklist values for one picklist. That is a lot for any users to sort through to even select.

    • @ssor8365
      @ssor8365 7 місяців тому

      @@juliedemaree we have a backend systems, so the integration will set this field(Profession) in salesforce, no user need to do anything with this field (only view) . The backend system rules this field, i cannot do anything about it

    • @sayanroychowdhury3325
      @sayanroychowdhury3325 7 місяців тому

      @@juliedemaree Can a Flow even pass translated picklist values?

  • @anilsrivastava8762
    @anilsrivastava8762 2 роки тому

    I am creating a cab management application in salesforce and there is a requirement is to use formula field for calculating cost per km so how could we add distance to calculate it.Can you suggest something related to it.

    • @juliedemaree
      @juliedemaree  8 місяців тому

      Sorry, I would need to understand what fields you are referencing in order to provide a response.

  • @vaibhavpatel1045
    @vaibhavpatel1045 2 роки тому

    Need help can u....?