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Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

You're reading from  Salesforce CRM - The Definitive Admin Handbook - Fourth Edition

Product type Book
Published in Dec 2016
Publisher Packt
ISBN-13 9781786468963
Pages 644 pages
Edition 4th Edition
Languages
Concepts

Table of Contents (18) Chapters

Salesforce CRM - The Definitive Admin Handbook - Fourth Edition
Credits
About the Author
Acknowledgments
About the Reviewer
www.PacktPub.com
Preface
1. Setting up Salesforce CRM and the Company Profile 2. Managing Users and Controlling System Access 3. Configuring Objects and Apps 4. Securing Access to Data and Data Validation 5. Managing Data in Salesforce CRM 6. Generating Data Analytics with Reports and Dashboards 7. Implementing Business Processes in Salesforce CRM 8. Introducing Sales Cloud, Service Cloud, and the Collaborative Features of Salesforce CRM 9. Extending and Enhancing Salesforce CRM 10. Administrating the Mobile Features of Salesforce CRM 11. Studying for the Certified Administrator Exam

Dependent picklists


Dependent picklists are picklists (including multi-select picklists) in which the values available in the picklist depend on the value of another field, which is called the controlling field.

Note

Controlling fields can be any picklist or checkbox field within the same record.

Controlling fields that are picklists are fields with at least one and fewer than 300 values. These are used to help with efficient, accurate data entry and help to achieve consistent data.

  • To define a dependent picklist, navigate to the field's area of the appropriate object.

  • For standard objects, this is carried out by navigating to Setup | Customize | (select the appropriate standard object) | Fields. Click on Field Dependencies.

  • For custom objects, navigate to Setup | Create | Objects | (select the appropriate custom object). Click on Field Dependencies.

Now click on New, choose a controlling field and dependent field, and then click on Continue.

Use the field-dependency matrix to specify the dependent...

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