How To Setup Salesforce Field Dependency
Вставка
- Опубліковано 26 лип 2024
- Need help setting up a Salesforce picklist field dependency? Learn what fields can be controlling fields or dependent fields as you setup your Salesforce field dependency.
Salesforce field dependency help ensure data integrity and provide a cleaner user experience by limiting the number of options available for users.
Need help with something else? Let me know!
Help Article: help.salesforce.com/s/article...
⏱️⏱️Time Stamps⏱️⏱️
00:00 - Intro
00:15 - Controlling vs Dependent Fields
01:20 - Standard vs Custom Fields
02:00 - Lead Source Example
04:00 - Build A Dependency
07:17 - Testing Our Dependency
08:52 - Step 5: Update Records
07:35 - OVERVIEW
08:04 - Outro
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Clear and concise. Thank you.
i wish i found your channel long time ago. Thank you
You're very welcome!
Thank you for this great video! It helped clear up field dependencies for me!!!
Glad it was helpful!
I saved to watch later Thanks 👍
You have the best Salesforce tutorials out there, clear and concise. I had a few questions around picklist field dependencies and you covered them well. These videos are very helpful, thank you!
Glad that it was helpful!
Thanks for this video. Could also go over change sets in a future video and how to link updates to a change set. That would be appreciated.
Change sets have been on my list for a while. Anything in particular you'd like me to address for that video?
@@salesforcenow Probably updates to a field vs a profile and how it can be linked to a change set.
I clicked on the dependency field but the drop down button does not populate. What am I missing?
Do you have multiple record types in the object you are trying to configure? Each record type can have their own set of picklist values that you need to set.