Step 2: Configure the Picklist Component
When we edit the screen component, we can see that the picklist component requires a choice value. If we were not using a picklist value set, we could define these values manually.
However, since we want the picklist values in this component to match those defined in the “Type“ field on the account object we’ll be using picklist choice sets here.
Step 3: Create a Picklist Choice Set
In order to use a picklist choice set, we first have to create it. Follow these steps:
1. Create a New Choice Resource:
Navigate to the option to create a new choice resource.
2. Select Resource Type:
3. Configure the Picklist Choice Set
- Select the object and provide an API Name for the resource.
- Specify whether the picklist is a single/multi-select picklist.
- Choose the name of the picklist from which you want to use the values and specify a sort order if necessary.
Once you’re happy that this has been setup correctly you can press “Done”. Your newly created choice resource will be automatically populated in the choice field.
Once this has been setup correctly, you can test that this is working by saving and debugging your flow!
Thanks for reading, have a great day!
We hope you enjoy this helpful tip from Salesforce. I know I certainly have, don’t forget to check back in next week for another exciting Tether Tip.
Calum Chappell
The Tether Team
#salesforce #salesforcecrm #tethertips #tether #picklists
Frequently Asked Questions (FAQ’s)
1. What is a Picklist Choice Set in Salesforce Flow?
A Picklist Choice Set in Salesforce Flow is a dynamic resource that automatically fetches picklist values from a specific object field, ensuring that the available choices always reflect the latest options configured in Salesforce.
2. What is the difference between a Picklist Choice Set and a Static Choice in Salesforce Flows?
A Picklist Choice Set dynamically pulls values from a picklist field in Salesforce, ensuring the options remain up to date. A Static Choice, on the other hand, requires manually entering values, which means updates won’t automatically reflect in the Flow.
3. Can I use a multi-select picklist in a Picklist Choice Set?
Yes, Salesforce allows multi-select picklists in Picklist Choice Sets. However, you must ensure that your Flow element supports multi-selection and handles multiple values properly in decision elements or assignments..
4. How do I sort values in a Picklist Choice Set?
When configuring the Picklist Choice Set, you can define a sort order (ascending or descending) to control how values appear in the dropdown.
