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Wednesday, March 21, 2012

Salesforce mapping Picklist values to Record Types

The picklist values that can be selected when editing a Salesforce Object are restricted based on the record type.

While fairly straight forward in concept I've found I often have to scratch my head for a minute before I remember where to configure this.

  • App Setup
  • Customize for Standard Objects or Create for Custom Objects
  • Select Object in question
  • Record Types
  • Click the Record Type Label for the Record Type
  • Click Edit under Picklists Available for Editing
  • Map the required Picklist Values

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