0

We're looking to keep track of what hospital departments we're selling into. Should seem simple enough, except for the fact that sometimes sales folks will of course sell our product into multiple departments at once (ie. on one opp), and we'd like to be able to keep track of what departments we're selling into. I thought I'd come to the quick realization that having a multi-select pick list was the answer, however when I began reporting on them, it quickly became apparent that wasn't the case. As I'm sure y'all are well aware, I was getting reporting values of every single possible pick list value combination.

OR & ICU OR & ED OR & NICU & ED etc.

Vs. 3 OR, 1 ICU, 2 ED, 1 NICU

What I'm curious about is does anyone have a better way to do reporting vs the above, or would you suggest I make a small custom object of "department", and that can be related to the opp. They'd click "new dept." and could check the boxes of the applicable department(s) to their sale.

Thanks in advance for any suggestions!

2
  • That's the way I'd do it. (Using a custom object.) The only other option I can think of is to add a formula field for each option to the object -- perhaps a boolean that's set to true if the corresponding value is included in the selection...but that seems like more of a pain to maintain. Sep 15, 2018 at 22:11
  • @ShaneSteinfeld ok so you're suggesting going the custom object route, essentially an object full of check boxes, and run reporting from that. Sep 15, 2018 at 22:26

1 Answer 1

2

On second thought...I'd go with the formula field option:

Keep your current multiselect picklist as it is now.

Then add a formula field for each picklist option. Base your reporting on the value of the formula fields.

Something like this:

Checkbox formula field:

CONTAINS(yourFieldName, "Value1")

3
  • 1
    CONTAINS(yourFieldName, "Value1") does the same thing.
    – sfdcfox
    Sep 16, 2018 at 0:01
  • Ah. Good point. :P I'll update my answer. Sep 16, 2018 at 11:58
  • @Devin -- which way did you wind up going with this? Were you able to get it working? Sep 30, 2018 at 21:38

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .