Add a Value to Multi-Select Picklists in Salesforce Flow Builder using Loop & Assignment

In this video I explain how to update/append a multi-select picklist (MSP) by using a record-triggered Flow in Salesforce on a contact or lead record. MSPs have some pitfalls and I hope in this video, you'll be able to automatically update them for your use case.

Timestamp Chapters:
00:00 Intro/Background
00:40 Update MSP for CONTACTs
03:40 Update MSP for LEADs

Episode 3 of Simply Salesforce Tutorial

#Salesforce #SalesforceAdmin #SalesforceTutorial

[johncruice]

Hi @everettminer, I try to avoid loops as much as I can, so I worked out this alternative: I created a text variable, varPicklist, and assigned the value of the Multi-Picklist field to it. Used the Decision element to see if the value is already CONTAINed in it, then used a formula resource to add the new value to the variable. Then I updatde the record using the formula resource. If you think this would work and since you are doing videos, I'm happy for you to post it...

[ryansmith]

Hey @everettminer, thanks for the awesome video! It works well when adding new values, but could you write it with removing values as well? For example, I have a multi-picklist that has values of "Former Volunteer" and "Volunteer" and if someone gets a new volunteer record (custom object), I want to remove "Former Volunteer" if it exists, and add "Volunteer". Is this possible?

[akshayphadnis]

In the update records element while setting multi picklist variable, I am not getting a way to select my collection variable. Collection variable is not showing up there. What can be the issue

[SangeethaK-fg]

Hi, How to auto populate the multi select picklist with Account Owner ( as Default value) and also add the user selected option(if selected) also while creating new records.

[mahajananant]

Nice one. But should not you be checking for null values in the field? what if the MSP field is null ? then you would be adding the value lke this ";Alzheimers disease;" which may fail.