Authored by Zishan Razzaq
Showing posts with label Dreamforce 201. Show all posts
Showing posts with label Dreamforce 201. Show all posts

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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