How to add picklist values to your Salesforce reports.
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:
- After you click the Reports button, click the Options tab.
- Check the Enforce Picklists box from the options:
- Your picklist values should now be populated:
