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Bring Picklist Values to your Salesforce Report

December 3, 2024

A Quick Tip to Make your Work with Salesforce Reports Even Easier

When you first pull a report from Salesforce to Excel using XL-Connector’s Get Reports function – you can populate your picklist columns with drop-downs containing all available picklist values. Here’s how to do that:

  1. After you click the Reports button, click the Options tab.
  2. Check the Enforce Picklists box from the options:
  3.  Your picklist values should now be populated:

 

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