Salesforce Multi-Select Picklist

Salesforce multi-select picklist can be helpful when the user wants to capture multiple choices for a specific field.

In this Salesforce tutorial, I will explain the Salesforce multi-select picklist field and how to create a multi-select Picklist field in Salesforce lightning and classic interface.

Multi-Select Picklist Field in Salesforce.

In Salesforce, the Picklist Multi-Select data type field contains many of the data available on the list. This picklist allows Salesforce users to select multiple data from the list, making multi-select fields ideal for specific situations.

The picklist multi-select field permits us to offer standard options instead of relying on a customer or employee to enter data into a text field.

How to create a Multi-Select Picklist Field in Salesforce Lightning

Here, we will learn how to create a multi-select picklist field in Salesforce Lightning.

1. On the setup page of Salesforce Lightning, click on Object Manager, as shown in the below picture.

Salesforce Multivalue Picklist

2. Here, we are selecting an object to create a Multi-select Picklist. We can choose any of the Standard or Custom Objects. In this case, we are choosing the standard object Business Brand.

Picklist in Salesforce Lightning

3. Now, in the left sidebar, click on Fields and Relationships and then click on the New button to create the new field.

Multi Field Picklist in Salesforce

4. Here, we will see a list of data types. Since we are going to create a Picklist (Multi-Select) field, click on the Next button.

Create Multi Select Picklist in Salesforce

5. Now, we will enter the details in the fields. Here, we enter the Field Label as the Client’s cities, and after that, click on the radio button to Enter values, with each value separated by a new line. Fill the multiple values in the text region and then click on the Next button.

Multi Select Picklist in Salesforce

6. Here, we will choose the default security setting and click the Next button without making any changes.

Salesforce Multi Select Pick List

7. In addition to the layout page, check the checkbox to select our custom object name. Click the Save button to redirect to creating a Picklist multi-select data type field.

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8. Here, we will be redirected to Fields and Relationships, and there, in the list, you can see the newly created Client’s cities in the list with datatype Picklist (Multi-Select).

Salesforce Lightning Multi Select picklist

Now, we have successfully created a Picklist (Multi-Select) in Salesforce Lightning.

Read: How to set default value in Picklist (Multi-Select) in Salesforce

How to Create a Picklist Multi-Select Field in Salesforce Classic

Here, we will learn how to create a picklist multi-select field in Salesforce Classic.

Here are the following steps:

1. If you are in Salesforce Lightning org then to switch in the Salesforce Classic, click on the Profile as shown in the below picture and then click on Switch to Salesforce Classic.

Multi Select Picklist in Salesforce classic

2. On the home screen of Salesforce Classic org, click on the Setup tab.

Salesforce Classic Create Picklist

3. Inside the setup page, scroll down to the Build section. Below the Build section, click on Customize, which will open a drop-down menu; from there, click on any of the objects to add the Picklist field. In this case, I’m selecting Opportunities. After selecting the object, click on Fields.

Create Multi Select Picklist in Salesforce
Create Multi Select Picklist in Salesforce

4. In this Opportunity Fields page, go under the heading Opportunity Custom Fields & Relationships and click on the New button.

Salesforce Classic Multi Select Picklist

5 A New Custom Field will open. Here, we can see the list of Data Types for which we can create a new custom field. We will select the data type Picklist Multi-Select and then click on the Next button.

Classic Salesforce Picklist

6. Here, we will enter the details in the fields to create a Picklist Multi-Select. In the Field Label, we will enter the name of the custom field as New Leads, check the radio button option, and enter values. After that, we will put the values in the text box and click on the Next button.

Multi Picklist in Salesforce Classic

7. Now, we will see the security permissions to add to the custom Picklist Multi-Select field. Here, you can customize it according to your needs, but we will choose the default and, without making any changes, click on Next.

Salesforce Classic Picklist

8. Here, we have the option to choose Page Layouts to add this field. We will select all page layouts to add this field for that click on all checkboxes, and after that, click on the Save button

Salesforce Classic Picklist Multi Select

9. Now, we have successfully created the Picklist Multi-Select field “New Leads,” and it is there in the list Opportunity Custom Fields & Relationships.

Salesforce Picklist in classic
Salesforce Picklist in classic

Conclusion

I hope now you have an idea of the Salesforce Multi-Select Picklist and how to create a multi-select picklist field in Salesforce.

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I have also explained the creation process of the multi-select picklist with different scenarios in the Salesforce interface.

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