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Salesforce Advanced Administrator Certification Guide

You're reading from   Salesforce Advanced Administrator Certification Guide Become a Certified Advanced Salesforce Administrator with this exam guide

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Product type Paperback
Published in Nov 2019
Publisher Packt
ISBN-13 9781838643898
Length 672 pages
Edition 1st Edition
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Author (1):
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Enrico Murru Enrico Murru
Author Profile Icon Enrico Murru
Enrico Murru
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Table of Contents (27) Chapters Close

Preface 1. Section 1: Security, Access, and Organization Management FREE CHAPTER
2. Secure Data Access 3. Auditing and Monitoring 4. Change Management 5. Section 2: Data Model Management
6. Extending Custom Objects 7. Section 3: Sales and Service Cloud Applications
8. Support Sales Strategies with Sales Cloud Features 9. Service Cloud Applications 10. Section 4: Data and Content Management
11. Improving Data Quality with Duplicate Management 12. Salesforce CRM Content Management 13. Section 5: Reports and Dashboards
14. Mastering Reports 15. Visualizing Key Metrics with Dashboards 16. Section 6: Process Automation
17. Automation with Workflows 18. Automating Record Approval with Approval Processes 19. Lightning Process Builder 20. Lightning Flows 21. The Coding Approach 22. Section 7: Taking Your Certification Exam
23. Tips and Tricks for Passing Your Exam 24. Mock Test A and B 25. Assessments 26. Other Books You May Enjoy

Picklist management

Picklist fields are a basic way to restrict user input: they deliver a default set of allowed values using a select list. From the user interface, it is impossible to set a different value than the ones listed, so you have a guarantee that no invalid value is stored.

This is not technically true, though. The picklist type field is just a UI-contained text field, but if it is not enforced, then you can set an invalid value by using other tools (such as REST APIs or Apex code).

Let's try managing a picklist field.

Let's create an Invoice Type picklist list field on the Case Detail object and uncheck the Restrict picklist to the values defined in the value set checkbox:

Simple picklist creation

Once the file is created and added to the page layout, you'll be able to create a new Case Detail record with the new Invoice Type field.

Let's do...

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