How to use Picklists in Noca Apps
How to use picklists in Noca apps
Pull picklist values live from Salesforce
You can load picklist values straight from your system of record so your forms always show the right options. In this guide I take a Create New Account form and pull its Type and Industry picklists live from Salesforce, using an onload event and a short flow. Here’s how to do it.
Watch & Learn
Follow these steps to load picklists from Salesforce:
Steps:
1
Start with a form that has picklist fields
- Here it’s a Create New Account form with Type and Industry
- These are the two picklists that will come from Salesforce
2
Add an onload event to trigger the flow
- In Events, set an On Load event on the form
- When the form loads, it runs the flow that fetches your picklists
3
Get the picklist values from Salesforce
- In the flow, add a step that gets picklist values
- Set the source to Picklist and the object to Account
4
Map the values to your form fields
- Point the flow at your form component, here CreateAccountForm
- Map account Type and Industry to the matching fields in your form
5
Picklists load in your form automatically
- Open the form and the picklists are already filled with live Salesforce values
- No hard-coded options to keep in sync
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