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  • Writer's pictureBecka Dente

I Have Another Bad Field-ing

If you read my last post, you know all the reason why I dislike using the checkbox. And after that whole rant, you may be thinking what could be worse than the checkbox? If you’re a seasoned admin, you already know the answer. The dreaded multi-select picklist.

Now I’ll be honest, at first, I thought these were the greatest fields. They can hold a lot of data, reducing the number of fields on a page. Logically, they make sense to use when categorizing information such as the modules a customer purchases or languages spoken by a contact. The problems come when you start wanting to do more.

To start with, reporting on a multi-select picklist is a nightmare. Trying to write a filter that includes a multi-select picklist is frustrating at best, and more often much worse. Good luck trying to sort by them, or heaven forbid you

Screen Shot 2013-08-16 at 9.47.33 AM

It only gets worse when you try to use a multi-select picklist in a formula field. Unlike a standard picklist, you can’t use the magic of TEXT() to convert the value in the field to a text string, so you are severely limited by the functions that you can use. One of my favorite tricks is copying values from parent records & displaying them on a child record. This is almost impossible with a multi-select picklist field. I say almost, because you can actually do it, it just isn’t glamorous. (Check out SteveMo’s answer here to see how.)

Unlike checkboxes though, I don’t have an elegant solution for the problem of multi-select picklists. Instead, I try to limit their use as much as possible. I also try to limit the number of values in the field to reduce the number of permutations that would appear on a report.

How do you deal with issues presented by the various field types? Do you have fields types that you try to avoid?

#enterpriseit #tipsandtricks #learningSalesforce #SteveMoForce #cloudcomputing #bestpractices #Salesforce #product

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