Create Picklists and Field Dependencies | Customize a Salesforce Object | Salesforce Trailhead

Create Picklists and Field Dependencies | Customize a Salesforce Object | Salesforce Trailhead
LINK: https://youtu.be/ZAsd09iGxhk

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Description: For use in region fields throughout AW’s org.
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EMEA
LATAM
US
Canada
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For Description, enter: Customer’s geographical region—for sales operations use only.
For Help Text, enter: In which region is the customer based?
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Return to the Object Manager and click Account.
Repeat steps 2–11 above.
Click Next, then Save & New.

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East Asia
Oceania
Southeast Asia
Africa
Europe
Middle East
UK + Ireland
Mexico
Caribbean
Central America
South America
Midwest US
Northeast US
Southeast US
Southwest US
West US
Northern Canada
Mountains and the West
The Prairies
Central Canada
East Coast
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For Description, enter: Customer’s zone within the selected region—for sales operations use only.
For Help Text, enter: In which zone is this customer based? Depends on region.
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Lost: Competitor
Lost: Price
Lost: Product Features
Lost: Project Abandoned
Lost: Company Budget Constraints
Lost: Other Reason
Won: Competitor
Won: Price
Won: Product Features
Won: Other Reason
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Enter 6 for # Visible Lines. Ensure Field Name is Close_Reason.
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For Description, enter: Created for the VP of Global Sales to track wins and losses.
For Help Text: When you close the opportunity, select one or more values that best describe your reason for closing.
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Click Save, and click OK to accept the warning that not all dependent values have been included.
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By setting up picklists and fields dependencies, you’ve helped Yuko’s and Allison’s teams work more efficiently and keep their data clean. You continue to improve things for users in the next step, where you create lookup filters.

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