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Extend Salesforce with Clicks, Not Code
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            Use the Field Dependency Matrix

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            Use the Field Dependency Matrix

            The field dependency matrix lets you specify the dependent picklist values that are available when a user selects each controlling field value. The top row of the matrix contains the controlling field values, while the columns list the dependent field values. Use this matrix to include or exclude values. Included values are available in the dependent picklist when a value in the controlling field is selected. Excluded fields aren’t available in the dependent picklist for the selected controlling field value.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: All Editions
            User Permissions Needed
            To define picklist dependencies: Customize Application

            To include or exclude values:

            1. Double-click values to include them. Included values are indicated with highlighting. Double-click any highlighted values to exclude them.
            2. To select a range of adjacent values, click a value and use SHIFT+click another value. Then click Include Values to make the values available, or Exclude Values to remove them from the list of available values.
            3. Click a value and use CTRL+click to select multiple values. Then click Include Values to make the values available, or Exclude Values to remove them from the list of available values.
            4. To select all the values in that column, click a column header. Then click Include Values to make the values available, or Exclude Values to remove them from the list of available values.

            You can change the values in your view.

            • To view all available values at once, click View All.
            • To view all the dependent values in that column, click Go To and choose a controlling value.
            • To view the values in columns that are on the previous or next page, click Previous or Next.
            • To view 5 columns at a time, click View sets of 5.
             
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