Authored by Zishan Razzaq

Monday, June 13, 2011

How to limit which values in a picklist appear depending on record type on Salesforce.com

Scenario:
  You have set up a record type on Salesforce.com for an Object. Now you need to set different picklist values to appear for different record type selections.
Solution:
Very Simple:
  1. Go to Setup | Customize for Standard Objects or Create for Custom Objects | Click on Record types
  2. Then select the record type that you need to change
  3. You'll see a section Picklists Available for Editing
  4. You can specify which values should appear for the record type
See Screenshot for Account object record type:
Regards,
Zishan

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