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Using Salesforce Dependent Picklists

Qualified provides support for mapping to dependent picklist fields on the Salesforce Lead and Contact objects.

A dependent picklist in Salesforce is a custom picklist for which the valid values depend on the value of another field, called the controlling field. Controlling fields can be any picklist (with at least one and fewer than 300 values) or checkbox field on the same record. For example, if a visitor who comes from the United States needs to select their state within Qualified, we can ensure that if "United States" is selected in the parent field that only U.S states appear as the dependent values. In this same example, if someone was in Canada we would then only allow for them to select Canadian Provinces for the dependent values.

When to Use Dependent Picklists

You'll use your dependent picklists in Qualified with the experiences that you build. This helps to narrow down the values a visitor can select in their picklist and show them only the values that are revelent to them based off the controlling value for selected (Canada or United States in our first example above).

Getting Started

To get started, you'll want to first login to Qualified and navigate to your Salesforce > Connection page and update your Salesforce fields as shown below (this is located at the very bottom of your Salesforce > Connection page).

Updating Salesforce Fields in Qualified
Update your Salesforce fields.

Next, you'll want to navigate away from this page and to Salesforce > Lead Mappings to begin mapping your Qualified Visitor Fields to your Dependent Picklists. This will allow for Qualified to both push the information that the visitor selects back into Salesforce as well as display the values in the picklists to your visitors.

Please note here at this step you'll want to begin by selecting your dependent picklist first rather than the parent list.

Once you're in the Lead Mapping page you can begin to select your picklists (starting with your child or dependent picklist first). You'll then select the corresponding visitor field to map this information into within Qualified. If there is no visitor field already created, select to "Create field" as shown below.

Selecting to Create a Field in Qualified
Dependent Picklist Mapped

After your child or dependent picklist is mapped to a field in Qualified, you'll get a prompt asking you if you'd like to import the dependent list. Select 'Import the field dependency' to map your parent picklist.

Using Dependent Picklists in Experiences

Please note that for Country and State picklists, field dependency and validation rules will be respected by Qualified; I.e. a country field value will always be required before state can be populated.

To get started you'll want to navigate to the experience you wish to add your picklists to and edit the experience by adding a Step for custom question. When you add this step you'll first ask your controlling question, as shown below.

Using picklists in Qualified Experiences
Select controlling question.

Next, add a step below this one to then ask the dependent question. In this example, we'd next add a Step that asks the visitor to select their State. Depending on which selection they made above (Country) we'll show them to dependent values possible to choose from.

Using picklists in Qualified Experiences
Select your dependent picklist value.

Summary

A dependent picklist in Salesforce is a custom for which the valid values depend on the value of another field, called the controlling field. Qualified provides support for mapping to dependent picklist fields on the Salesforce Lead and Contact objects. Using this type of picklist allows for your customer data to stay clean and gives your website visitors an experience that allows for them to effortlessly make their way through your chatbot questions.

Next Steps

As a next step in your education, you might find the following guides useful

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