Honoring dependencies on the picklists values from Salesforce

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  • Updated 3 weeks ago
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In Salesforce, there is an ability to apply configurable dependencies on a field - if the opportunity type is 'Renewal', then in the forecast picklist field, just show relevant fields such as 'At Risk', 'Renewal will happen', 'Will churn' vs. if the opportunity type is 'New Business, just show 'Upside', 'Commit', 'Close' etc in the forecast picklist field. When we pull these fields into the linked objects, we lose these dependencies, and therefore the user can see all the available values in picklist. How can I enable user to see only relevant values in this picklist in the linked object?
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Meenal Shukla, Employee

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  • unsure

Posted 3 weeks ago

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Hitesh Sharma, Employee

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Hi Meenal,

For the Dependent picklist to work in layout, make sure to add them in same group and one under the other (Opportunity type in top and Forecast picklist below that)

Let me know if this helps.

Regards,
Hitesh