Contact object - checkbox or drop down field and source - Answers - Salesforce Trailblazer Community
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Janet StelpflugJanet Stelpflug 

Contact object - checkbox or drop down field and source

On the Contact object, I need to include a way for users to identify specific programs a Contact record has knowledge in and NOT use MSP. The programs currently exist in a global picklist and I want to avoid creating a checkbox field for each one of these on the Contact object, mainly to avoid maintaining areas (i.e., new program, removed program).
Ex: I have 5 different programs (global picklist) and need to record the following information on these Contact records:
John Smith – experience with 3 programs (B, C, and E)
Jane Smith – experience with 5 programs (A, B, C, D, and E)
Joe Smith – experience with 2 program (D and E)
Jamie Smith – experience with 2 programs (A and E)

A reporting scenario would be providing a list of all Contacts with experience in programs D AND E with experience in A OR B.

How can I set this up so each program is visible on the Contact layout as a checkbox or drop down (Y/N) field? Objects? VF Pages? Custom Metadata Type? 

Thanks in advance.
 
Prashant PandeyPrashant Pandey
Hi Janet,
can you create the record type on the contact record... let's say one record type for each program?

What is MSP here?
 
Janet StelpflugJanet Stelpflug
MSP is multi-select picklists. 😉 If I create the list as a record type, I will still need to maintain it in two locations, correct?
Prashant PandeyPrashant Pandey
I don't think so.. you can create 5 record types on the contact and this way you can control the picklist list value for each program.
 
Janet StelpflugJanet Stelpflug
I will hit the limit on record types then because I have 11 program names. Here is what the ideal screen would look like, but with more programs. I will also need to do the same for knowledge specifics.
User-added image
Prashant PandeyPrashant Pandey
Well there is no limit of creating the record type.
https://help.salesforce.com/articleView?id=recordtypes_picklists_limitations.htm&type=5 (https://help.salesforce.com/articleView?id=recordtypes_picklists_limitations.htm&type=5)
Prashant PandeyPrashant Pandey
Hi Janet,

Is your issue resolved?