Picklist

The Picklist Data Source lets you connect input components within your Avonni Dynamic Components to standard or custom picklist fields in your Salesforce org. This provides a seamless way to present users with pre-defined choices, ensuring data consistency and a user-friendly experience. The Picklist data source also supports record types.

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1. Overview

The Picklist Data Source eliminates the need to enter or maintain picklist options within your Dynamic Component manually. Instead, the component dynamically retrieves the available values from a specified picklist field in Salesforce. This offers several advantages:

• Data Consistency: Ensures that users can only select valid values defined in your Salesforce picklists.

• Automatic Updates: If the picklist values in Salesforce are updated, the changes are automatically reflected in your Dynamic Component (no manual updates required).

• Simplified Configuration: Reduces development time by leveraging existing Salesforce configuration.

• Record Type Support: The Picklist Data Source respects record type restrictions. If record types control a picklist field's values, the component will display only the values appropriate for the current record's record type (if applicable).

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2. Supported Components

You can use the Picklist Data Source with Avonni components designed for selecting options, such as:

• Combobox

• Dual Listbox

• List

• Visual Picker

• And potentially others

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3. How it Works

1. Component Configuration: Within your Avonni Dynamic Component, select an input component that supports the Picklist Data Source (e.g., Combobox).

2. Select Data Source: In the component's properties panel, find the "Data Source" setting (or similar) and choose "Picklist."

3. Configure the Picklist Data Source:

   • Object API Name: Select the Salesforce object that contains the picklist field you want to use (e.g., Account, Opportunity, My_Custom_Object__c).

   • Field API Name: Select the specific picklist field from that object (e.g., Industry, StageName, My_Custom_Picklist__c).

   • Record Type ID (Optional): If record types control the picklist field's values, you can optionally provide a Record Type ID. This is typically done dynamically:

     • You'll usually get this ID from a variable or resource within your Dynamic Component, most likely from the @recordId (if on a record page) combined with a "Get Records" on the RecordType object to get the correct ID.

     • If you leave the Record Type ID blank, and there are Record Types, the component may show no picklist options.

     • If you leave the Record Type ID blank, and no Record Type are defined on the object, the component will display the values.

4. Automatic Population: The component will automatically retrieve the valid picklist values (based on the object, field, and optional record type) and display them as options to the user.

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4. Use Cases

Here are some examples of how you can use the Picklist Data Source:

• Account Industry Selection: On an Account record page, use a Combobox component connected to the Industry picklist field on the Account object.

• Opportunity Stage Selection: In a component for updating Opportunities, use a Combobox or Radio Button Group connected to the StageName picklist on the Opportunity object.

• Custom Object Picklists: Use the Picklist Data Source with any custom picklist field on any custom object.

• Case Origin Selection: You could have a custom picklist to set values on a case record page.

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5. Important Considerations

• Picklist Updates: Changes to the picklist values in Salesforce (adding, removing, or modifying options) will be automatically reflected in your Dynamic Component.

• Record Type Dependencies: If the picklist field has record type dependencies, ensure you're providing the correct Record Type ID (or handling the scenario where no record type is specified).

• Multi-Select Picklists: Some Avonni components (like Dual Listbox) can be used with multi-select picklist fields.

• Access Control: The picklist values visible will respect user access and field level security.

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In Summary

The Picklist Data Source is a simple yet powerful way to integrate your Avonni Dynamic Components with your existing Salesforce picklist configuration. It promotes data consistency, simplifies development, and ensures that your components always display the most up-to-date picklist options.