Can I load a Custom List from a text field in Salesforce?

Last updated Aug 08 2018

Yes - you can.

Following are steps to create a custom list from Salesforce based on a text field:

1-   Set up some test data in your Salesforce account:
- Create a new account called: Test
Copy its Account ID from the URL - you will need it later...


- Enter this list in the Account Description field value (or any other text field):
Red;Green;Blue;Yellow;Pink;Purple
Make sure your list items are separated by semicolons, like this:


2-

Drag a Dropdown element into your form


3-

Remove the dropdown’s default  items before drawing the items from SF. Simply select the dropdown on canvas - delete all of the choices and turn off the “Add other” checkbox.


4- Set up the Get integration
- Authenticate with Salesforce
- Select object “Account”
- Turn on the ‘Execute on form load’ checkbox


- Set condition:
Account ID Equals Other: Id of your test account (in my example the id is: 0015800001V61YH)


- Map fields:

Dropdown → Account Description
- Press ‘Apply’.


5-

Select the dropdown on canvas, Go to Properties panel > Element tab >  Settings option > ‘Advanced’ category and turn on the ‘Load custom List’ checkbox.


6-

Save the form and test it

Publish form as URL and open the dropdown - you will see your list in it.

 
Watch the video


 

 
CommentsLogin Required
Didn’t find what you were looking for?
Try the following for assistance or Use the Search box.