picklist 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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Searching Picklist, Multi-Picklist, and Date Values from Global Search and List View Search in Salesforce https://new.infofiscus.in/blog/salesforce-picklist/ Mon, 21 Jan 2019 06:58:50 +0000 http://www.infometryinc.com/?p=11 Problem Description : 

Salesforce has limited support for “Search” functionality. Users can only search values stored in the text fields/controls. Salesforce users cannot search values in Multi-Select objects as it is not supported. Multi-Select values are stored as text strings separated by semicolons in the database. The majority of business savvy customers want to search on all/any field on the screen.

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Problem Description : 

Salesforce has limited support for “Search” functionality. Users can only search values stored in the text fields/controls. Salesforce users cannot search values in Multi-Select objects as it is not supported. Multi-Select values are stored as text strings separated by semicolons in the database. The majority of the business savvy customers want to search on all/any field on the screen.

Technical Challenges (to Developers)

A suggested workaround for search is to create a text field behind the scene to store each of the searchable values, to make it searchable by the Salesforce application.

Approach :

Instead of creating multiple text fields to store data, it is optimal to use JSON format to store all the content in a single text field.

Technical Solution :

· Create a new Custom Formula field which returns a text value.

· Use the following apex code to populate the Created field.

     for (related object  c : newRecords) {            c.JSon_Text__c=JSON.serialize(c).left(100000);        }

· The New text field will have all the fields of that related object with their values in json format.

Advantage :

This solution is scalable and JSON objects writes all the values in the fields on the Salesforce page. One need not have to add each field/values separately, Doesn’t impact much on performance, easy to implement, easy to migrate.

Issues :

All the values becomes searchable, Sometimes search picks up the records which has substring “and” , “new” etc. Take note that since lookup fields are stored in the form of id hence it is not searchable.

Conclusion :

All fields including date, picklist, multi-picklist fields become searchable using this approach.

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