formula fields Archives - My Blog My WordPress Blog Fri, 18 Aug 2023 21:52:09 +0000 en-US hourly 1 Kanban Salesforce for the Objects Which Doesn’t Have Picklist Values https://new.infofiscus.in/salesforce/kanban-salesforce-for-the-objects-which-doesnt-have-picklist-values/ Mon, 21 Jan 2019 12:47:13 +0000 http://www.infometryinc.com/?p=137 Problem Description :

Salesforce users cannot create Kanban views on formula fields.

Challenges to User/Developer :

A workaround is to create a picklist field that imitates the formula field.

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Problem Description of Kanban Salesforce :

Salesforce users cannot create Kanban salesforce views on formula fields.

Challenges to User/Developer :

A workaround is to create a picklist field that imitates the formula field.

Solution :

 Add the new picklist field on your Account page layout before selecting the field as a “Group By” option under Kanban Settings.

Considerations for Using Kanban In Salesforce 

Approach :

Create a Picklist field that holds all formula field values.

Technical Solution :

When a Kanban view has to be created based on a formula field, Create a picklist with all possible values of the formula field and hide it from all users using the “Set Field-Level Security”. Make sure the picklist field is placed in the page layout.

        Now, create a time-based workflow that automatically updates the picklist value depending on the formula field.

Salesforce

You can now create a Kanban view based on this picklist field

Advantage :

Easy to implement, easy to migrate, Kanban view is indirectly based on formula field.

the Kanban system as a way to manage work, including Flexibility. Focus on continuous delivery. Reduction of wasted work / wasted time. Increased productivity.

Issues :

Every formula field which should have a Kanban view associated with it must have a picklist field.

Conclusion :

Using this workaround, Kanban can be set up for formula fields.

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