Salesforce Picklist Options

Syncing dropdown field options with the picklist values of a Salesforce object's properties

Step 1:

On your form, create a field that supports predefined options (e.g. dropdown, radio group, etc.)

1. Navigate to your form's designer

2. Add a new field and give it an ID.

Dropdown field

Step 2:

Sync the field's options to a Salesforce picklist or multipicklist.

1. Ensure Salesforce is enabled for your account. Click on the field and navigate to the Properties tab.

2. Scroll to the bottom of the properties tab, where you'll see the field options and a button to Sync to Salesforce.

3. Click that button and select the Salesforce picklist that you would like to sync options to. Click Sync.

Result:

Now the dropdown options are pulled from Salesforce automatically when the step is loaded.