Scribd Logo
Upload

Welcome to Scribd!

  • 90 views

    Multi Dependent Picklists

    Uploaded by

    __yash__
    This document discusses implementing multiple dependent picklists in Salesforce using lookup filters. It describes a business need to capture address information with dependent fields like country, state, district, city, and pin code. It provides a solution to create custom objects for each field and link them with lookup relationships and filters, so selecting a value in one field dynamically filters the options in the linked field. This replicates dependent picklists while allowing searching across large amounts of address records.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd

    Multi Dependent Picklists

    Uploaded by

    __yash__
    90 views2 pages
    This document discusses implementing multiple dependent picklists in Salesforce using lookup filters. It describes a business need to capture address information with dependent fields like country, state, district, city, and pin code. It provides a solution to create custom objects for each field and link them with lookup relationships and filters, so selecting a value in one field dynamically filters the options in the linked field. This replicates dependent picklists while allowing searching across large amounts of address records.

    Original Description:

    Implementing multi dependent picklist using standard salesforce.com point and click customizations

    Copyright

    © Attribution Non-Commercial (BY-NC)

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document discusses implementing multiple dependent picklists in Salesforce using lookup filters. It describes a business need to capture address information with dependent fields like country, state, district, city, and pin code. It provides a solution to create custom objects for each field and link them with lookup relationships and filters, so selecting a value in one field dynamically filters the options in the linked field. This replicates dependent picklists while allowing searching across large amounts of address records.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    90 views2 pages

    Multi Dependent Picklists

    Uploaded by

    __yash__
    This document discusses implementing multiple dependent picklists in Salesforce using lookup filters. It describes a business need to capture address information with dependent fields like country, state, district, city, and pin code. It provides a solution to create custom objects for each field and link them with lookup relationships and filters, so selecting a value in one field dynamically filters the options in the linked field. This replicates dependent picklists while allowing searching across large amounts of address records.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 2

    Implementing Multiple Dependent Pick-lists using Look Up Filters

    The standard dependent picklist functionality in Salesforce, does not allow us to create dependent picklists of
    more than one level. Here we would understand how to implement multi-picklist functionality using standard
    Salesforce point and click customizations. This is a real time scenario implemented in one of my recent projects.

    Business Scenario: We need to capture the address information of Leads/Contacts in the following manner:

     Street
     Town/City
     District(County)
     State/Province
     Country
     Pin Code/Zip Code.

    The information provided to us is in an excel sheet with number of records exceeding over 150,000. The excel is in
    the following format

    Country State District(County) City/Town Street Zip Code


    Country A State A District A Town A C1S1D1T1

    Out of these, only Street would be ‘Text’. Rest all are supposed to be dependent picklists. So if a user selects
    ‘Country – A’ for example, the list of states should only show the states which are a part of ‘Country - A’. Similarly,
    if a State is selected, the corresponding Districts (County), should only show the list of districts that are part of the
    State so on and so forth.

    Hence, if we drill down in order, by the time we reach Pin Code/Zip Code, we just have a single record. Also, as
    mentioned earlier, we have over 150,000 unique records to insert.

    Solution:

    Since the standard Salesforce functionality poses a limit of just one dependent picklist, creating multi dependent
    picklist is not possible. Also, since the number or records are huge, we would also like to add some kind of ‘Search’,
    so that we can sort it out by putting in some keywords.

    Step – 1: Create 4 custom objects – Country, State, District, Town, and Pin Code.

    Object Name Primary Record Name Data Type


    Country Country Name Text
    State State name Text
    District District Name Text
    Town Town Name Text

    Step – 2: Now we need to create custom fields within objects as follows:


    Country

    Field Name Type


    N/A N/A

    State

    Field Name Type


    Country Name Lookup(Country)

    District

    Field Name Type


    State Name Lookup(State)

    Town

    Field Name Type


    District Name Lookup(District)

    Pin Code

    Field Name Type


    Town Name Lookup(Town)

    Step – 3: Finally, since we need to capture the address information at Contact, Lead or Case detail page we need to
    display them in their page layouts respectively. Here, I would just do for Leads.

    Under the Leads objects create the following fields:

    Field Name Type Filters


    Country Name Lookup(Country) N/A
    State Name Lookup(State) State: Country: Record ID EQUALS Lead: Country ID
    District Name Lookup(District) District: State: Record ID EQUALS Lead: State ID
    Town Name Lookup(Town) Town: District: Record ID EQUALS Lead: District ID
    Pin Code Lookup(Pin Code) Pin Code: Town: Record ID EQUALS Lead: Town ID

    Solution: The steps above not only resolve the issue by creating dependent Lookups which act similar to
    dependent picklists, but also come with a standard search functionality, which could be used with large volumes of
    data and provides a keyword search.

    You might also like