Bring Picklist Values to your Salesforce Report

Published: 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. 1

    After you click the Reports button, click the Options tab.

  2. 2

    Check the Enforce Picklists box from the options:

    Enofrce picklist values box
  3. 3

    Your picklist values should now be populated:

    Picklist dropdown
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