Handy Salesforce How Tos Dependent Picklists

Tuesday, June 23, 2020

Super long picklists slow down workflow, introduce opportunities for errors, and are just bad UX. As admins, it can feel like a constant balancing act between pared down picklists and data specificity. After all, you need your inputs to be granular enough to have value, but don’t want to ask your users to sort through 15 versions of almost identical model numbers to select the right product. Enter picklist dependencies!

In this short video, Robert walks through a typical use case for dependent picklists and shows you how to get them rolled out in no time. Let Salesforce do the heavy lifting, and make your users’ day-to-day a little bit more manageable.

It’s as easy as that!

Of course, if you need some additional help setting up your dependencies, want insight into other industry best-practices, or want to reconfigure your Salesforce org from the ground up to better match your use-case, drop us a line! We’re always happy to help.

And if you liked the video above, don’t forget to subscribe to our YouTube channel to get brand new how-to’s, Salesforce news, and more as soon as it goes live. Until next time, keep working hard, smart, and happy. We’ll see you in the cloud.

Chris Stegall
Chris Stegall
Digital Marketing Coordinator @ MK Partners.

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