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Swati Tandale
I have a picklist field called "Lead Source" and one of the picklist values is "others-specify". I want to create a dependent field for this particular value, Should I create New field on the Lead called "Lead Source Other" to expose this field ? what is the process to create dependent fields based on picklist values in Salesforce? I understand this can be achieved with code but wanted to know if it can be done without the code. Need ideas. Please help!
#Picklist Fields #Picklist Values #Dependent Picklist Relationships #Sales Cloud #Salesforce #Trailhead Support #Salesforce Admin #AwesomeAdmins
How to make an additional field appear based on the picklist value? I have a picklist field called "Lead Source" and one of the picklist values is "others-specify".
I have a picklist field called "Lead Source" and one of the picklist values is "others-specify". I want to create a dependent field for this particular value, Should I create New field on the Lead called "Lead Source Other" to expose this field ? what is the process to create dependent fields based on picklist values in Salesforce? I understand this can be achieved with code but wanted to know if it can be done without the code. Need ideas. Please help!
#Picklist Fields #Picklist Values #Dependent Picklist Relationships #Sales Cloud #Salesforce #Trailhead Support #Salesforce Admin #AwesomeAdmins
You can create an other field as you said in the question. If this field should be visible only when that particular lead source is selected then you have to use dynamic forms in lightning record page so the field will be visible based on other field.
Please find the below link for dynamic forms.
https://www.salesforceben.com/salesforce-dynamic-forms-overview-deep-dive-tutorial/
If this solution helps, Please mark it as best answer.
Thanks,
All Answers
You can create an other field as you said in the question. If this field should be visible only when that particular lead source is selected then you have to use dynamic forms in lightning record page so the field will be visible based on other field.
Please find the below link for dynamic forms.
https://www.salesforceben.com/salesforce-dynamic-forms-overview-deep-dive-tutorial/
If this solution helps, Please mark it as best answer.
Thanks,
If you want to create dependent picklist, below link will help.
https://help.salesforce.com/s/articleView?id=sf.fields_about_dependent_fields.htm&type=5
You have to create new field. With dependent picklist, field will be visible on the page and based on lead source field value you can control which values should be available in dependent picklist field.
But if you want to make field visible only if particular picklist value is selected then you should check dynamic forms as suggested above.