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  • How It Works
  • When to Use a Picklist Data Source
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  1. Data Sources

Picklist

Last updated 10 months ago

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The Picklist Data Source integrates your Avonni Data Components with Salesforce's picklist fields. This integration saves development time and ensures data consistency across your Salesforce org. Moreover, the Picklist Data Source supports Salesforce record types, enabling you to tailor picklist options based on specific record types for a more contextual user experience.

How It Works

  1. Existing Picklist: Choose a picklist field in your Salesforce object that contains the values you want to use as options in your component. This could be a standard picklist, a custom picklist, or even a multi-select picklist.

  2. Component Configuration: In your Avonni Data Component (such as a dropdown menu, multi-select list, or radio button group), select "Picklist" as your Data Source.

  3. Picklist Selection: Choose the specific picklist field you want the component to reference.

  4. Automatic Population: The component will automatically populate its options with the values from your chosen picklist.

When to Use a Picklist Data Source

This Data Source is a perfect fit when:

  • Standardized Choices: You want to offer users a consistent set of options that align with the established values in your Salesforce org.

  • Data Integrity: Ensuring data quality is a priority. By using picklist values, you prevent users from entering invalid or inconsistent data.

  • User Familiarity: The options presented are already familiar to users from other areas of Salesforce, making the experience more intuitive.

  • Reduced Development Time: Leveraging existing picklists eliminates the need to define options within your component configuration manually.

Examples

  • Country Dropdown: Create a dropdown menu in your component that displays a list of countries from a Salesforce picklist.

  • Product Category Multi-Select: Users can select multiple product categories from a predefined list using a multi-select picklist.

  • Lead Status Radio Buttons: Present a group of radio buttons for lead status, ensuring users select a valid option from your Salesforce picklist.

Tips

  • Picklist Maintenance: Keep your Salesforce picklists up-to-date and accurate, as any changes will be reflected in your Avonni Data Components.

  • Picklist Dependencies: If your picklist values have dependencies (controlling fields), ensure your component logic accounts for these relationships.

  • Picklist Global Value Sets: If you want to reuse the same set of picklist values across multiple objects, consider creating a global value set for better maintainability