If you’ve ever spent time creating a picklist in Salesforce and then wanted to use these values in a flow, this tip should help!
In this tip, I’ll be showing you how to use the values from your standard or custom picklists in your screen flows. This should be a great timesaving tip, as well as improve the future scalability of any flows that you decide to implement picklist choice sets into.
For this example, we’ll assume that you’ve already created your picklist and entered the required values, below is a simple flow that allows your users to enter account details, and then creates an account based on the values shown.
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.
In order to use a picklist choice set, we first have to create it. To do this we will create a new choice resource using the option highlighted below.
You’ll then be prompted to select a resource type. Select “Picklist Choice Set” and the below screen will be displayed.
Once you’ve selected the object and given the resource an API Name.
Finally, you’ll have to specify whether the picklist you’re using is a single/multi-select picklist and select the name of the picklist that you’ll be using the values from, and specify a sort order (If necessary).
The below screenshot shows a completed form for using the picklist values from the “Type” field on the account object.
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
