Create a Salesforce Picklist

The Salesforce Picklist allows you to capture form data in a Salesforce object record when the form user populates an object picklist field for your Salesforce Integration. The benefit of adding a list is that it can be added to any form. If the list needs to be changed, that change only needs to be made once, and the forms will automatically update to use the new list.

Instructions

1. You will first need an active Salesforce Integration

2. Sign in to your site

3. Navigate to Advanced Tools, then select Lists

4. Click Add List (plus-sign icon) in the bottom-right corner of the screen

5. Select the Salesforce Picklist tab and add a Label
   

6. Select the environment you wish to add the list to
   

7. Fill out the Salesforce fields:
   

   • Salesforce Object: Select your Salesforce object from the list

   • Salesforce Field: Choose the Salesforce Picklist field

8. Click Save

9. You can now add the list to a form
   

10. The list can also now be selected under the Salesforce: Create Object Record Event