The Multi-Select Picklist in salesforce is a really great tool that should be used sparingly when you choose to use it in your salesforce org.
This field allows you to choose more than one option when you have a list of options to choose from.
For example, let’s think of a lead source. You would be able to attribute a leads source to both web and phone, or outreach and email.
However, this field is extremely difficult to report on so first consider using the picklist before the Multi-Select picklist field!
Youtube Video
One thing to note before moving on to the tutorial. We have a youtube video on how to create a multi-select picklist on the salesforce emily youtube channel.
Sometimes it is eaiser to watch a youtube video rather than try to follow along with a blog and try to figure it out.
Step By Step
The first thing you need to do is get to the setup. From anywhere in salesforce click the gear Icon in the top right, then click set up.
Once you have the setup pulled up click object manager.
This will take you to a list of all the objects in the salesforce org. Click the object that you wish to create this new multi-select picklist for.
From the object select fields and relationships.
This will take you to the full list of fields on the selected object.
From there select new.
This will take you to the list of field types.
Click multi-select picklist then, click next.
From there you will need to enter in the metadata for the field.
This will include the naming conventions for the field and the values you want to enter as options for this picklist.
From there click next. This will take you to select the field level security which controlls the capabilites of the user when it comes to this field.
Click next, and select which page layouts you would like this field to be on.
Click save and you have created your very own multi-select picklist field!
Conclusion
A big congrats to you for making it through this tutorial! We hope you found it useful!
Check out the salesforce Emily youtube channel here.
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