---
title: "Create a Salesforce Picklist"
slug: "create-a-salesforce-picklist"
description: "Capture form data in a Salesforce object record when the form user populates an object picklist field for your Salesforce Integration."
updated: 2026-08-28T13:45:13Z
published: 2026-08-28T13:45:13Z
canonical: "www.civicplus.help/create-a-salesforce-picklist"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://www.civicplus.help/llms.txt
> Use this file to discover all available pages before exploring further.

# 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](/process-automation/docs/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](/process-automation/docs/salesforce-integration)
2. [Sign in to your site](/process-automation/docs/sign-in-to-your-site)
3. Navigate to **Advanced Tools**, then select **Lists**![The Advanced Tools menu expanded with Lists selected in the sub-menu.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Lists%20Menu%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T19%3A08%3A27Z&se=2026-11-12T20%3A08%3A27Z&sr=c&sp=r&sig=hmHec6T3yoN2dJvtyjpTlUJNdNY%2B3xqKJu%2F2GW2fo1g%3D)
4. Click **Add List** (plus-sign icon) in the bottom-right corner of the screen ![The 'Add List' button.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Add%20List%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T19%3A08%3A27Z&se=2026-11-12T20%3A08%3A27Z&sr=c&sp=r&sig=hmHec6T3yoN2dJvtyjpTlUJNdNY%2B3xqKJu%2F2GW2fo1g%3D)
5. Select the **Salesforce Picklist** tab and add a **Label** ![New List creation interface with highlighted Label field and Salesforce Picklist option.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Salesforce%20Picklist%20Label%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T19%3A08%3A27Z&se=2026-11-12T20%3A08%3A27Z&sr=c&sp=r&sig=hmHec6T3yoN2dJvtyjpTlUJNdNY%2B3xqKJu%2F2GW2fo1g%3D)
6. Select the [environment](/process-automation/docs/environments-overview) you wish to add the list to ![The Environment options for a Salesforce List.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Salesforce%20List%20Environment%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T19%3A08%3A27Z&se=2026-11-12T20%3A08%3A27Z&sr=c&sp=r&sig=hmHec6T3yoN2dJvtyjpTlUJNdNY%2B3xqKJu%2F2GW2fo1g%3D)
7. Fill out the Salesforce fields: ![Form fields for selecting Salesforce Object and Field.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Salesforce%20Object%20and%20Field%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T19%3A08%3A27Z&se=2026-11-12T20%3A08%3A27Z&sr=c&sp=r&sig=hmHec6T3yoN2dJvtyjpTlUJNdNY%2B3xqKJu%2F2GW2fo1g%3D)
  - **Salesforce Object:** Select your Salesforce object from the list
  - **Salesforce Field:** Choose the Salesforce Picklist field
8. Click **Save**![The Save button on the new list screen.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Save%20List%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T19%3A08%3A27Z&se=2026-11-12T20%3A08%3A27Z&sr=c&sp=r&sig=hmHec6T3yoN2dJvtyjpTlUJNdNY%2B3xqKJu%2F2GW2fo1g%3D)
9. You can now [add the list to a form](/process-automation/docs/create-and-manage-forms#use-the-form-builder) ![The Salesforce list selected on a radio button element.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Salesforce%20Picklist%20on%20Form%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T19%3A08%3A27Z&se=2026-11-12T20%3A08%3A27Z&sr=c&sp=r&sig=hmHec6T3yoN2dJvtyjpTlUJNdNY%2B3xqKJu%2F2GW2fo1g%3D)
10. The list can also now be selected under the [Salesforce: Create Object Record Event](/process-automation/docs/salesforce-integration#set-up-the-salesforce-workflow-event) ![The Salesforce picklist element selected on the workflow event.](https://cdn.us.document360.io/17dc564a-8310-4f61-b929-1bd73b36e158/Images/Documentation/Salesforce%20List%20on%20Workflow%20Event%20-%20PADS.png?sv=2026-02-06&spr=https&st=2026-11-12T19%3A08%3A27Z&se=2026-11-12T20%3A08%3A27Z&sr=c&sp=r&sig=hmHec6T3yoN2dJvtyjpTlUJNdNY%2B3xqKJu%2F2GW2fo1g%3D)

## Related

- [Salesforce Integration](/salesforce-integration.md)