A Salesforce administrator at an enterprise logistics firm creates a new custom Picklist field named Vendor_Rating__c on the Shipment__c custom object. The Shipment__c object uses three Record Types: Air, Sea, and Ground. Although the administrator added Vendor_Rating__c to all page layouts, users report that when creating a Ground shipment record, the Vendor_Rating__c field appears on the page but displays no available options in the drop-down menu.
Which administrative action will resolve this issue?
- Edit the Ground record type configuration in Object Manager and assign the required picklist values to the Vendor_Rating__c field.Cevap
- BUpdate the Lead Custom Field Mapping configuration in Object Manager to pass picklist values to the Shipment__c object.
- CChange the data type of Vendor_Rating__c to a Roll-Up Summary field so values aggregate dynamically from related records.
- DRe-create Vendor_Rating__c as a Master-Detail relationship field to allow picklist options to cascade automatically from a parent object.
Cevap
Edit the Ground record type configuration in Object Manager and assign the required picklist values to the Vendor_Rating__c field.
When Record Types exist on an object, creating a custom picklist field requires an additional step: configuring which picklist values are active for each record type. Adding the field to page layouts makes the field visible, but editing the Record Type configuration in Object Manager and selecting the active picklist values is necessary to display options in the drop-down menu.
Adım Adım Çözüm
Anahtar Kavram
Record Type Picklist Assignment for Custom Fields
Tahmini Süre:2m 0s