This component allows to select multiple answers among several propositions. Possible answers can be based on an existing picklist in Salesforce or entered manually.
Mobile Preview
Standard settings (common)
Type
You can choose between
- manual values: you enter the possible answers yourself
- Salesforce values: answers are based on a picklist existing in Salesforce
Based on this choice you'll access different settings, as described below.
Multivalue
Set it to have a maximum of selectable answers. Put 0 to allow users to select an unlimited amount of answers.
Filter
Users will have a search field to filter the answers.
Standard settings (Salesforce values)
Object
Select the object your picklist is used in.
Note that only the objects containing piclist fields are shown.
Field
Select the field containing your picklist.
Example: if you want to update the lead rating, you choose object > Lead and field > rating.
Standard settings (manual values)
Answers
Put the value to show on mobile and to be set in Salesforce
Advanced Settings (Salesforce values)
SalesForce Action
Please see the detailed article on SalesForce actions.
Advanced Settings (manual values)
The settings are set on each answer separately. For each one you can define :
Mobile value
This value is only displayed on mobile. Remember the space on the screen is limited,
so you might want to use abbreviations or acronyms.
Salesforce value
This is the actual value that will be sent to Salesforce. Here you can put more detailed information.
Salesforce Action
Please see the detailed article on Salesforce actions, Just note that actions can be different for each answer, allowing more complex schemes.
Extra option : Copy to all
This buttons allows you to replicate the action on all answers.