How to set default value for picklist in salesforce flow A global picklist is a restricted picklist by nature. Apr 24, 2024 · In Salesforce, the Record Choice Set refers to a collection or set of records that can be used as options within a picklist field on an object. The record choice varies completely upon the initial user input, so I just want the very first value to be the one that shows up. A field dependency connects two picklist fields on the same object. Now if they click next, it will use the first option as their answer. I have picklists set up in my flow and I would like to be able to set a defualt value or default the value to null. Multi-select checkboxes and multi-select picklist fields enable flow users to select multiple choices in a screen field. Understand picklist value management, data consistency, and picklist optimization. handleIsLoading(true); May 13, 2024 · In Salesforce Screen flows, we can add conditional visibility to any specific field or component. Represents a picklist (or dependent picklist) definition for a custom field in a custom object or a custom or standard field in a standard object, such as an account. Variables are one of the core building blocks of Flow, so in this post we'll learn how to create them, how to set Nov 5, 2022 · Now add records in that metadata with the label as your picklist value and category as Work Type Group value which are shown in screen 1 of your flow. Jun 29, 2024 · I'm attempting to load picklist values from an Apex class into a Salesforce Flow. What are the default picklist values in Salesforce? A picklist is a list box of pre-defined values. For elements such as Range and Number, the Default Value property only lets you enter a number. Apr 1, 2021 · This post is part of a technical series to help Salesforce Admins automate business processes using Flow. The component supports only Text values. Defaulting picklist, radio button, and multi-select picklist values in #flow. The Chart Colors column shows the assigned colors. Only one item in a picklist can be designated as the default. Salesforce to Salesforce Connect Offline Change sets Picklist labels, not code values, are displayed in reports on state and country/territory fields. I've tried this using variables of type Text and Picklist but neither work. Sep 3, 2018 · Recently, a colleague ran into the Flow Multi-Select Limitation where only the last option selected in a multi-select picklist input was being used later in the flow despite all the values being selected and being semi-colon space “; ” delimited. 2 You can only update the label in this standard value set or picklist field. Think of them like a custom field that's not attached to any particular object. Nov 14, 2022 · I was hoping to do this by setting a default value (formula) on the 2 Account fields as opposed to creating a new Flow just for that. May 27, 2024 · In Salesforce flows, We can use the Dependent Picklist component as a regular Picklist. Variables let you store some data in one step of your Flow and then use it in a later step. To restrict a property to inputOnly or outputOnly, use the role attribute. com Feb 22, 2024 · Now that we have the picklist values loaded in, we need to set up the default. Apr 13, 2022 · I'm creating a screen flow with a complex set of dependent picklists. Learn how to set currency and loyalty code picklist values for Salesforce Industries CME package. Feb 5, 2020 · Where is this "Stored Value" section? When I create a new "Screen" interaction element on the Flow Builder and add a picklist to it, my options are: API Name, Data Type, Default Value, Choices. For example, you can set the default field value on a custom lead field to seven days after the creation date to signify when to contact the lead again. In order to make the picklist field a required field, go to the page layout of the object that has the picklist field. This type extends the Metadata metadata type and inherits its fullName field. To solve this requirement, we will use the After-save Record-Triggered Flow. Please make sure to check the “ Allow multiple values (collection) ” option. Dec 15, 2023 · At that time, in the Default Value section of (★★) I set up the following formula but got the error: Error: Field CompanyClassify__c may not be used in this type of formula When a choice is selected, store field values from the associated record in flow variables that you can reference later. On object-specific actions Sep 27, 2021 · This will only work assuming you also set a default on the controlling picklist that maps to that value. A dependent picklist is a custom or multi-select picklist for which the valid values depend on the value of another field, called the controlling field. You can’t individually select multiple default values. Feb 10, 2021 · This is when the choice set can help. You need to change the default value in the recordtype settings. Multi-select picklist—Allows users to select more than one picklist value from a list that you define. Choices have two main attributes: Value and API Name. The picklist values for a field, scoped to a record type. e. If you don’t specify the role attribute, the Deprecated. Feb 5, 2016 · You can add a default picklist value based on RecordType Goto recordType --> select any one of RecordType You can see list of all picklist fields. Now, let’s add an Apex action next to the screen in the flow. They want the Account custom fields to be defaulted to corresponding fields on the User records. To specify the available picklist values in Salesforce, configure State and Country/Territory Picklists. When you save and run a flow, the default value determines which options are preselected. However, this is inside a Repeater element, and I can’t get the filtering to update dynamically. You can use a value from a record as the default value, which applies to picklist choices or record choices. Oct 30, 2019 · Hi there, I have a screen flow set up that is triggered from the Opportunity object that creates a new Custom object. If a picklist is dependent, this response includes the values of its immediate controlling field and how they map to the picklist. The standard component Jun 25, 2025 · We can use Formulas in elements of Salesforce Flow to perform calculations, set field values, and control the flow’s execution. Flow Screen Input Component: Lookup Let users search for and select one or more existing records in a screen flow so you can use that record later in the flow. They are particularly useful for: Start element conditions, decision elements, and assignment elements. The Apex action should call the Split String method. Users can choose from these values when creating or editing records. Feb 15, 2022 · A picklist field in Salesforce lets you choose a value from a predefined list. Mar 16, 2022 · I frequently come across features in Salesforce that are easy to implement and provide good data quality, but are seldom used by new admins. This kinda makes sense when the field dependency restricts the default value from being an option. The user can change the field’s value but the initial default field value is only executed one time, during record creation. Feb 2, 2016 · Salesforce Flow – How to Default An Existing or the Current Picklist Value Have you ever wanted to use a dropdown list within a Salesforce Flow Interview Screen and have it dynamically populate with the current value of that picklist field? Well I’m here to show you how! Jul 1, 2020 · Default and NULL Pick-list Values in Flow Screen Elements 01 July 2020 on defaultpicklist, flow, salesforce flow, null picklist salesforce When creating flow screens its often preferred to show a value from the record for a field in your screen if the record in question could have a value in that field already. Not surprisingly, this has been one of the most read blogs on Automation Champion – for good reasons! Feb 4, 2018 · Step 2: Link each Parent Value to a Dependent Picklist There are three possible values for this Parent control, so we need to provide the component with guidance for all three possibilities. When you configure a Lookup component, you set the component to mimic an existing lookup field on an object so it borrows the same functionality. Build>Create>Objects>My Object>Custom Fields Then on the page layout make the picklist required so it will not permit a value of the Salesforce default 'none'. I have not been able to default this as it defaults to the values in the picklist field. Feb 20, 2020 · I've a flow in place that creates or updates a record based on some criteria. We verified within the Record Type it is no longer set. Additional information on how to customize picklist values, please review Add or Edit Picklist Values. I believe that setting Use first value as default value or Default value can help but colleague says that there is need to set up only 'Required` for this field. How Do I Set Sep 12, 2024 · In Salesforce Flow, making decisions based on picklist values is a common requirement for automating business processes. On record creation or update, I'm assigning a value to a picklist field. Imagine how fast it would be if you needed to add 5, 10, or even more fields! Previously in this badge, we added screen components that directly correspond to existing case fields. To add input fields to your component, add targetConfig properties. Default standard choice along with picklist and record choice sets. Or manually select a specific picklist value when you use a picklist choice set. Do you want to set the default value in the Salesforce picklist field with the help of the formula field?In this Salesforce Video Tutorial, you will learn ho May 16, 2024 · Learn how to add, replace, rename, and reorder picklist values in Salesforce to manage your data efficiently and customize picklist fields as needed. Boost user engagement and streamline data collection process. . When defining the Record Choice Set, you can make it include Contacts where AccountId = {!varContact. isActive () Returns true if this item must be displayed in the drop-down list for the picklist field in the user interface, false otherwise. Returns the value of this item in the picklist. Oct 6, 2021 · In this article, we’ll dig into how to set up Custom Settings, they work with Salesforce Flows, starting with Hierarchical Custom Settings. You can configure a record choice set resource to assign field values from a user Apr 11, 2013 · Is this possible? I see the ability to select a single value as the default, but can I select say 3/5 values as the default? May 16, 2024 · Learn what a Global Picklist Value Set is in Salesforce and how to create and use it across multiple objects, including sorting and setting default values. Create the Salesforce Flow Navigate to Feb 4, 2016 · Adding, Not Replacing, A Multi-Select Picklist Value In Flow First store the existing picklist values as a multi-select picklist variable in your Record Lookup step. 0 i'm a little bit confused with default picklist values. I'm trying to figure out how to display them all, but the Dependent Picklist component is very limited. Optionally, choose a default picklist value. Rather than creating one choice for each industry, you add a picklist choice set to the flow and populate a Picklist screen component with it. js functions. It's a global picklist and unchecked the Default at the global level. Two additional fields are included in price lists, Curre Today, there is a challenge with how Flow currently formats the values selected in a Multi-Select Picklist, which makes it difficult to take action on only the selected values once chosen, especially in Field Service Mobile. Oct 22, 2024 · After adding the screen, let’s create a flow variable to store the list of strings in the original string that is delimited by commas. See my screenshots above. Some picklists require a default value. By allowing only specific values; reports and processes run smoothly. Aug 21, 2022 · 0 You need an instance parameter to store the id of the created record (i. Mar 26, 2025 · Learn how to create a Salesforce Screen Flow that dynamically shows picklist values based on selected record type to simplify record creation. Ensure data consistency and efficiency across multiple picklists. This value is coming from a variable TEXT within the flow. Before discussing the solution, let me show you a diagram of a Process Flow at a high level. However, when the default value is an option, there's no logical reason for it not to be defaulted. I am trying to create a flow that sets our opportunity 'market' field's (custom picklist) default value = to the Industry from the drop down on the account object. Jun 15, 2016 · How can you set a default value for the following field on Opportunity? Field: Stage Default value: "Stage 1 - Qualified" HelpTable of Contents May 16, 2024 · Learn how to create custom picklist and multi-select picklist fields in Salesforce, including sorting values alphabetically and setting default picklist values. In contrast, the custom picklist fields that are based on a global picklist are of type ValueSet. Represents the metadata for a global picklist value set, which is the set of shared values that custom picklist fields can use. Sep 5, 2025 · **Summary:** In this Salesforce tutorial, the author explains how to set up default values for picklist fields in a custom object to track service requests. This 1 Part of Salesforce Health Cloud. For example, if you're adding an account lookup screen component, use the account lookup When I test the Flow, the picklist field displays 3 values but they're all GBP (my default currency) and also the currency that's set for the record when it's created. In this Salesforce video tutorial, you will learn to set default picklist values on d I am trying to create a flow that sets our opportunity 'market' field's (custom picklist) default value = to the Industry from the drop down on the account object. For example, if a property is restricted to outputOnly, users can’t set its value from a Lightning record page. This is confusing user experience if the picklist also contains a value Jul 9, 2014 · The other part of setting a default value in the picklist will actually remove the None option from the picklist. Learn to add multiple-choice and picklist questions in Salesforce Flow Builder. Ensure the variable is set to “Picklist (Multi-Select)” data type. May 26, 2016 · Just go to the Picklist definition on the custom object and select Reorder and it allows you to set a Default value. However, you can manually add a value in the default value field and separate each value with a semicolon. My google skills have failed me. 6 Part of Digital Lending Solutions. Flow Conditional Visibility Considerations For setting visibility for a screen component, there are the following considerations. Use a “Multi-Select Picklist” field within a Screen Element for users to interact with. The user saves the new record. This is true whether the default is set via record type or via the picklist field itself. By default, all countries, territories, and their states and provinces are visible to users. For example; if all orders are placed with a Stage of “Draft”, the Stage field can be set to populate when creating new Orders. The referenced picklist field is a dependent picklist. These fields display each value separated by a semicolon. What I gather you're asking for is the ability to have it dynamically change dependent picklists in the edit/create page based on changes to the controlling picklist the user actively makes. A global value set isn’t a field itself. Add or remove values as needed. Anybody have any solutions / work around in order to achieve this? Thanks. I have a screen flow with existing picklists, but the picklists on the flow are defaulting to the first value on the picklist instead of the default value chosen on the record type. The default value is set only when the element is instantiated for the first time. I've created an Invocable Apex class that retrieves the picklist values, but I'm encountering an issue. Change the value’s name, and optionally make the value the default for the master picklist. If I debug the flow the record being updated has the correct values from the assignment, therefore it seems it should work. To display code value abbreviations wherever your users see state, country, and territory names, manually change your State Name or Country/Territory Name labels to your code values. Feb 2, 2016 · Salesforce Flow – How to Default An Existing or the Current Picklist Value Have you ever wanted to use a dropdown list within a Salesforce Flow Interview Screen and have it dynamically populate with the current value of that picklist field? We decided to no longer set a default value. I want it to default to null unless the user makes a choice. To make your component usable in a flow screen, add the lightning__FlowScreen target. Predefined values for fields on actions are different from default values that you can set for fields on records. As the title says, I'm trying to set the initial value that shows up for a record choice set picklist in a flow to be the very first entry. Use a record query, an action, or another component. Configuring a Checkbox Group, Multi-Select Picklist, or Choice Lookup Screen Component These screen components support only one default value. Let us take an example of a custom picklist field “Probability” in the Leads Object. Even then the required validation is not coming while coming to the next screen. Oct 6, 2020 · Automatically Create Campaign Member Statuses: The Example In this post, I’ll be using Salesforce Flow to create the following statuses based on campaign type. 4 Part of Salesforce Net Zero Cloud. Prerequisites I recommend you map out what status values you want to use for each campaign type as well as which statuses should be marked as default and responded before creating your flow. May 18, 2019 · With this change, Salesforce has changed how things work and my workaround for Default Flow Picklist Value Without Duplicates so this post shows how to do that in the New Flow Builder. Starting with Flow Run-time API version 52, the first option listed for all picklists is --None--. The page layout does not include both the controlling and dependent picklist fields. We verified at the object level the default is no longer set (both within the Values section and the formula field Default value). The value selected is set as the default currency for the record. For instance, if I have one picklist with values 1,2,3 - and I have a different picklist with values A,B,C. Dec 25, 2019 · When providing a default value for a controlling picklist, assign it to a flow variable such as vDefaultValue and then use a reactive formula to reference the controlling value of the dependent picklist. Understand the anatomy and usage of picklist fields. For example, if you want Closed Lost values always Flow Conditional Visibility Considerations Before you set visibility for a screen component, understand the behavior of conditional visibility in flows. Add the component to your flow screen, define the controlling picklist and its API name, and set dependent picklists with options filtered by the controlling picklist selection. A controlling field can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record. 3 You can’t read or update this standard value set or picklist field. If a field is included in an action, it can have both a predefined value set for the action and a default value set. Feb 29, 2020 · Yes, you need to first make sure the contact doesn't show up in the record choice set, then create a separate choice for your record and add it to the picklist and make it default. Oct 25, 2017 · UPDATE: See Default Flow Picklist Value Without Duplicates In Flow Builder for how to do this in Flow Builder. Reminiscent of the way data in a cell can be validated from an Jan 15, 2025 · You can either use Apex trigger, Salesforce Flow, Process Builder, and more. The Dependent Picklists screen component determines which options to display in each picklist by using an existing field dependency in your org. There's no out of the box option for that. If i create a new choice on the Flow Builder, my options are: Resource Type, API Name, Choice Label, Data Type, and Choice Value. I'm moving away from the component picklist to use the field on stagename so that we have accurate stages based on record type for the user to select. For a merge field, the value in the referenced field must already be present when the element is instantiated. If you set the picklist as required and the user selects --None--, then the flow run time prevents the user from proceeding to the Example In a flow that simplifies the process of creating an account, users identify the company’s industry. All custom picklist fields that use a global value set inherit its values and can’t have additional values. Aug 24, 2009 · Currently, if a picklist is the dependent field in a Field Dependency, its value will never be defaulted. To work around this, a sub-flow was used to take in the semi-colon space delimited values, parse out the values, and output a text collection of May 16, 2022 · The value is directly typed into the value box. May 5, 2022 · Trade Show – Visited Stand, Appointment Booked The Salesforce Flow Overview The Salesforce Flow (pictured below) is relatively simple. Magic :) Mar 23, 2020 · Flow: Record Choice Set Null Option I am building a flow with a Record Choice Set used as values in a picklist question on screen. Assign fixed colors to all values assigns a fixed color to each value from the standard set of chart colors. Multi-Select Picklist: Users may select multiple values from a list. Variables are one of the core building blocks of Flow, so in this post we'll learn how to create them, how to set Resolution Change the Currency on the Record When in "Edit" mode for the record's Page Layout, notice a picklist field of all available currencies. isDefaultValue () Returns true if this item is the default value for the picklist, false otherwise. Is this possible? Flow Screen Input Component: Choice Lookup Let users search for and select one option from a set of choices on a flow screen. Discover how to apply custom metadata types in Salesforce for streamlined workflow, including set defaults, validation rules, and advanced formulas. co/3n9DwN4 Related Blog Post – Step Feb 19, 2024 · Wondering about the limitations of Salesforce multi-select picklists? This comprehensive guide breaks down the 5 limitations and offers solutions to overcome them. The tutorial highlights two methods for assigning default values: using Record Types and using Formulas. Start building today! Feb 3, 2025 · Step by step instructions on how to set default value in custom picklist in Salesforce. Its values are shared with any picklist that’s based on it. Mar 26, 2025 · In this Salesforce tutorial, we have learned how to dynamically create screen flows to display picklist values based on the selected record type. By setting up screens, variables, and assignments, we created a screen flow to capture the record type, used a variable and assignment to store the selection, and displayed context-relevant picklist Feb 4, 2016 · Adding, Not Replacing, A Multi-Select Picklist Value In Flow First store the existing picklist values as a multi-select picklist variable in your Record Lookup step. I cannot find a way to do that. References & Useful URLs Salesforce Summer ’21 Release Notes – https://sforce. This will be done using a formula in the ‘Manager’ tab on the left-hand side of the flow. Available in only flow formula resources, formula fields, validation rules, and workflow field updates. Jan 10, 2024 · A Picklist Choice Set dynamically pulls values from a picklist field in Salesforce, ensuring the options remain up to date. If you want you can pre-populate fields and help users with data entry. We then decide what type of campaign we are dealing with and from there, add the campaign member statuses relevant to that campaign. The first contact you are search for name {!varContact}. Now click on edit link next to field You can select default picklist here Nov 15, 2007 · Currenttly SFDC standard value where no value in a picklist is selected is --None--. Jan 15, 2025 · The main reason for selecting a Screen Flow is that we want to allow users to provide an input. If a field on an action has both a predefined value and a default value set, the action uses the predefined value, not the default value. Just like that, you’ve added a picklist field and a lookup field to your screen flow, with names, object configuration, and picklist values already set for you. latestListViewId), which will be setted in refreshApex(). --None-- is treated as a null value. Nov 5, 2022 · Now add records in that metadata with the label as your picklist value and category as Work Type Group value which are shown in screen 1 of your flow. then() to be sure it holds a valid value for the picklist, because if set it before the end of refreshApex you'll provide an invalid id to your combobox: latestListViewId; saveMethod() { this. Build>Create>Objects>My Object>Page Layouts This will mean that the standard Salesforce 'none' option on the picklist Flow Screen Input Component: Multi-Select Picklist Let users choose multiple options in a picklist format. 5 Part of Public Sector Solutions. edit: I Dec 24, 2018 · How to set or get picklist (drop down) values in Lightning Components Through this blog, I am going explain different syntax which can be used to create drop down (picklist) in lightning along with setting their their default values and fetching the user selected values in controller. a component in a screen flow, does anyone know how to pass the user changed value to update the record? In my update record mapping, i'm unclear how to map the user selected value. The default value in a dependent field is ignored. Jun 15, 2016 · How can you set a default value for the following field on Opportunity? Field: Stage Default value: "Stage 1 - Qualified" Flow Screen Input Component: Dependent Picklists Display picklists in a flow screen in which the options for one picklist depend on the selected value of another picklist. Unlike a custom picklist field, a global picklist exists independently as a global picklist value set. A Global Picklist can be defined to ensure data accuracy and continuity, by providing a central set of values that can be used across multiple objects. Select a record type or business process and click Edit next to the picklist field to change its values. Simply choose the right object, the data type of the existing field (either regular or multi-select picklist), and the target field. When a user runs the flow, the picklist choice set finds all the values in the database for the Industry field (1) on the Account object (2). Users can’t add unapproved values, even Flow Screen Input Component: Dependent Picklists Display picklists in a flow screen in which the options for one picklist depend on the selected value of another picklist. 1- Go to SETUP 2- Enter your object in Object Manager 3- Click in "Record Types" 4- Select the Record Type 5- Click edit on the picklist you need to change And then Select "--None--" in the Default value of the recordType. The title says it all. Dependent Picklists Use a dependent picklist to help your users enter accurate and consistent data. To enter a merge field, switch to the JSON editor. To do this, in Flow, you enter a pair of values: a specific possible “choice”, such as “PrivateBank” Apr 25, 2024 · Learn how to update picklist multi-select field values in Salesforce using Record-Triggered Flow and formula resources to assign multiple values automatically. Currency fields for the record are displayed in the selected currency with the Corporate Currency displayed in parentheses. On the flow there is an option to choose a default value, but it wants me to choose a resource. May 16, 2024 · Learn how to add, replace, rename, and reorder picklist values in Salesforce to manage your data efficiently and customize picklist fields as needed. One quirk is that a picklist input field can’t be prepopulated with the existing picklist field value from a record. A custom picklist is tied to a particular object as a field on the object. The referenced picklist field has ' Restrict picklist to the values defined in the value set ' set to Enabled. Global Picklist is one of those features. Only a Salesforce admin can add to or modify its values. Discover how to create reactive screens in Salesforce flows, enhancing user experience by reducing clicks and improving efficiency. Salesforce now (After Spring’21 Release) allows you to add access to the PRIOR Value of a record in the Salesforce Flow, similar to the Process Builder. You can be even more consistent by setting a default value that will pre-populate the field on the screen. Only the Administrator has the ability to add or delete picklist values. Create a new resource in your flow of type Record Choice Set and use the custom metadata records which are created in the above steps filtered by category field. The second field is a picklist field which I'm trying to set it's value from a variable assignment. Assign a color to use in charts by clicking and then select how to assign colors to values. I want to auto populate the second picklist to value "1" if the first picklist value is "A" but still have the option to edit the picklist to the other values, "2" or "3". May 8, 2020 · I have a picklist element in flow and on-screen load the picklist field was getting defaulted to the first value of picklist even though I have not added a default value. Id}. so I have added a blank choice set so that the field value will be set to blank by default. You can’t insert or delete picklist values. Within the flow screen we have a required field that needs to default to the --None-- (or blank) value. This guide provides a step-by-step approach to configuring Decision Learn how to manage picklist values efficiently. If the options are exactly the same as one of your picklist field, you can use the picklist choice set to get those values as a choice resource. When I map my Flow Screen Choice Fields to salesforce object fields, either in an update, or record create, the choice values are not passed to the record in salesforce. If you don’t set a default value for a picklist in Flow Builder, the --None-- option is automatically selected at run time. Flows are great but there are some quirks. See full list on salesforcefaqs. When using a field vs. A default value is set for the referenced picklist field: Sep 7, 2022 · What Is a Salesforce Picklist Field? There are two types of picklist fields in Salesforce: Picklist: Users may select one value from a list. Simply put, picklists represent a predefined list of values for users to choose from when inputting data into a field. A default value is set for the referenced picklist field: If State and Country/Territory Picklists aren’t enabled, those picklists are enabled for custom address fields with Custom Address Fields. In this Salesforce tutorial, we will learn to use and create a Record Choice Set in a Salesforce Screen Flow. Note When a Checkbox Group, Multi-Select Picklist, or Choice Lookup screen component uses a record choice set, only values from the last record that the user selects are stored in the flow variables. Aug 16, 2024 · Different options to get the picklist label instead of the picklist API value in flow variables or text templates. Let's say there is need to be ensured that every time record is created or updated value is populated. A Static Choice, on the other hand, requires manually entering values, which means updates won’t automatically reflect in the Flow. The question is not required, but it does default to the first result. In this Salesforce tutorial, we will learn to use and add Conditional visibility for components in Salesforce Screen flow. TEXT—Returns a picklist value’s API Name so that you can work with a reference to the value, even if the displayed value changes, in functions that support text values, such as CONTAINS. Images and examples for easy implementation. edit: I Jun 13, 2021 · #1MinuteTip #SalesforceSummer21 Want to set a default value for a choice component? Now you can set a default value using any Flow resource. Sep 20, 2022 · A Salesforce picklist field is a great way of keeping data consistent. At runtime, each multi-select field stores its field value as a concatenation of the user-selected choice values, separated by semicolons. There are some workarounds: Salesforce Flow – How to Default An Existing or the Current Picklist Value FLEXIBILITY IN Flow Screen Input Component: Checkbox Group Let users choose multiple options in a checkbox format. Jan 15, 2025 · 6 years ago I wrote an article (Add Record to Multiple Chatter Groups – Parsing Multi-Select Picklist fields) to parse Multi-Select Picklist or Checkbox Group in Salesforce Flow. The Flow is triggered by a new campaign being created. The user can only select one of the pre-defined values. AccountId} and Id Does Not Equal {!varContact. Feb 14, 2025 · I’m working on a Salesforce Screen Flow where I need to dynamically filter a Choice Lookup based on a selected Picklist value. An example is when a technician wants to select a certain number of Assets from a list of Assets, then go create additional records related to only the assets that were Learn how to create and manage global value sets for picklist fields in Salesforce. Use flow logic to set record choice value defaults Learn how to create custom picklists, standard picklists, and multi-select picklists in Salesforce. the picklist field is called Relation_Type__c and the picklist item which I'm trying to assign is called "Wife". yrzbm qtwu jyvll mfdhgw orlmdjl ajdzwn dvtxrv yxsp egomvl zvytzz hrgtos neldfu yogwb bltqt oyjb