Customize a Salesforce Object: Create Picklists and Field Dependencies

Study for the Administrator Certification Exam > Object Manager and Lightning App Builder (15%) > Customize a Salesforce Object > Create Picklists and Field Dependencies

요구사항

• Account를 region과 zone으로 나눠서 관리원함
• Opportunity가 왜 Won인지 Lost인지 이유를 알기 원함
• 이유는 Sales만 입력할 수 있고, 필드값은 선택하게 하길 원함
• Closed Won이나 Closed Lost인 경우에만 이유를 넣기 원함

작업순서

• Create Picklists, region and zone
  • Field dependencies 구현

Picklist Value Sets

1. Setup > Picklist Value Sets > New
   • Label: Region
   • Name: Region
   • Description: For use in region fields throughout AW’s org.
   • Regions, each on its own line:
     • APAC
     • EMEA
     • LATAM
     • US
     • Canada
2. Save!

Add Region & Zone to Lead & Account

Add Region to Lead and Account:

1. Setup > Object Manager > [Lead, Account] > Fields & Relationships > New
   • Data Type: Picklist
2. Next
   • Field Label: Region
   • Select ✅ Use global picklist value set
     • select Region from the picklist
   • Description: Customer’s geographical region—for sales operations use only.
   • Help Text: In which region is the customer based?
3. Next
4. Save!

Add Zone to Account:

1. Setup > Object Manager > [Account] > Fields & Relationships > New
   • Data Type: Picklist
2. Next
   • Field Label: Zone
   • Select ✅ Enter values, with each value separated by a new line
     • East Asia
     • Oceania
     • Southeast Asia
     • Africa
     • Europe
     • Middle East
     • UK + Ireland
     • Mexico
     • Caribbean
     • Central America
     • South America
     • Midwest US
     • Northeast US
     • Southeast US
     • Southwest US
     • West US
     • Northern Canada
     • Mountains and the West
     • The Prairies
     • Central Canada
     • East Coast
   • Description: Customer’s zone within the selected region—for sales operations use only.
   • Help Text: In which zone is this customer based? Depends on region.
3. Next, Next, Save!

Field Dependencies, Region > Zone

1. Setup > Object Manager > Account > Fields & Relationships > Field Dependencies > New
   • Controlling Field: Region
   • Dependent Field: Zone
2. Continue!
   • APAC: East Asia, Oceania, Southeast Asia
   • EMEA: Africa, Europe, Middle East, UK + Ireland
   • LATAM: Mexico, Caribbean, Central America, South America
   • US: Midwest US, Northeast US, Southeast US, Southwest US, West US
   • Canada: Northern Canada, Mountains and the West, The Prairies, Central Canada, East Coast
     
3. Preview!
4. Save!

Add Close Reason to Opportunity

1. Setup > Object Manager > Opportunity > Fields & Relationships > New
   • Data Type: Picklist (Multi-Select)
2. Next
   • Field Label: Close Reason
   • ✅ Enter values, with each value separated by a new line
     • Lost: Competitor
     • Lost: Price
     • Lost: Product Features
     • Lost: Project Abandoned
     • Lost: Company Budget Constraints
     • Lost: Other Reason
     • Won: Competitor
     • Won: Price
     • Won: Product Features
     • Won: Other Reason
   • # Visible Lines: 6
   • Field Name: Close_Reason
   • Description: Created for the VP of Global Sales to track wins and losses.
   • Help Text: When you close the opportunity, select one or more values that best describe your reason for closing.
3. Next
   • Select ✅ Read-Only (in the header, so all read-only check boxes are checked)
   • Sales User > Deselect 🔲 Read-Only
4. Next
5. Save

Field Dependencies, Stage > Close Reason

1. Setup > Object Manager > Opportunity > Fields & Relationships > Field Dependencies > New
   • Controlling Field: Stage
   • Dependent Field: Close Reason
2. Continue
   • Closed Won:
     • Won: Competitor
     • Won: Price
     • Won: Product Features
     • Won: Other Reason
   • Closed Lost
     • Lost: Competitor
     • Lost: Price
     • Lost: Product Features
     • Lost: Project Abandoned
     • Lost: Company Budget Constraints
     • Lost: Other Reason
       
3. Preview
4. Save
   • 8 controlling field values have no dependent values included. Save anyway?
5. OK