Display Unique Records And Set The Selected Record Value As The Field Value Instead Of The Record ID

This guide will explain how to display unique records and set the selected record value as the field value instead of the record ID.

Show Only Unique Fields-

Enabling the "Show Only Unique Select Options" in the “Salesforce Select List” field filters out duplicate records and only displays unique ones.

  1. Configuring The “Salesforce Select List” Field:
  • Click the pencil icon of the “Salesforce Select List” field.
  • Set “Object” and “Display Additional Fields” as shown below.
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  • Enable the "Show Only Unique Select Options".
  • Save the Changes.
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  1. Test Your Form:
  • It will filter any duplicate contacts and display only the unique ones.
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Use Record Name As The “Salesforce Select List” Field Value-

Enabling "Set Option Label As Value Instead Of Record Id" in the “Salesforce Select List” field will set the selected record value as field value instead of the record ID.

For Example, here we are displaying the “Salesforce Select List” field value in an HTML field using the merge functionality.

  1. Configuring The “Salesforce Select List” Field:
  • Click the pencil icon of the “Salesforce Select List” field.
  • Enable the "Set Option Label As Value Instead Of Record Id" option.
  • Save the changes.
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  1. Configuring The “HTML” Field:
  • Click the pencil icon of the “HTML” field.
  • Paste the field ID of the “Salesforce Select List” field as shown below - <p>Salesforce Select List field value: {{1e05-61fc-5002}}</p>
  • It will display the “Salesforce Select List” field value.
  • Save the changes.
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  1. Test Your Form:
  • The HTML field will display the selected record name instead of the record ID.
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